ScanPay + Workiz

ScanPay + Workiz integrations

Create ScanPay invoices for new jobs done in Workiz

Stay effortlessly responsive to completed jobs with this integration. Once active, this Zap automatically creates a ScanPay Invoice when a new job is done in Workiz.

When this happens...
Job Is DoneTriggers when a job is completed and status has changed to Done
TriggerPolling
automatically do this!
Create Invoice - With Catalog ItemCreates and invoice using the catalog as a line item.
ActionWrite

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More things you can do with Workiz and ScanPay

Discover other triggers and actions you can use with Workiz and ScanPay

Job Is Done
Triggers when a job is completed and status has changed to Done
Trigger
Polling
Try It
Lead Status Change
Triggers when a lead status is changed
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
- First Name
  Required
- Last name
- Phone Number
- Address
- City
- State
- PostalCode
- Lead start time
- Email address
- Lead source
- Description
- Company
Action
Write
New Invoice
Triggers when there is a new invoice.
Trigger
Polling
Try It

- Item ID
- Item Name
  Required
- Category ID
- Item Unit Price
  Required
- SKU
- Description
- Taxes
Action
Write
- First Name
  Required
- Last Name
  Required
- Phone Number
- Email
- Street
- City, State Country
- Zip Code
Action
Write

Create Invoice - Without Catalog Item
Creates an invoice without use of the Catelog Item
Action
Write
- Original Payment ID
  Required
- Amount
- Reason
Action
Write
Update Invoice - With Catalog Item
Updates an invoice in the system. Invoice can be updated only if invoice is not paid and no active transaction going on for the invoice. Member who created the invoice can only edit it.
Action
Write
- Card last 4 digits
- Customer
- CustomerI ID
- From Date
- To Date
- Invoice Number
- Member ID
- Payment Method
- Receipt Number
- Status
- Limit number of records
Action
Search
- Search
  Required
- Limit number of records
Action
Search
- Search
  Required
- Limit number of records
Action
Search
- Search
- Role
- Status
- Limit number of records
Action
Search

Job Status Change
Triggers when a job status is changed
Trigger
Polling
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New Job
Triggers when a new job is created.
Trigger
Polling
Try It
- First Name
  Required
- Last name
- Phone
- Address
  Required
- City
  Required
- State
- PostalCode
  Required
- Jobs start time
  Required
- Job Type
  Required
- Service Area
- Email address
- Job source
- JobNotes
- Company
- Phone Ext
- Second Phone
- Second Phone Ext
- Unit
- Job End Date Time
- Client Id
Action
Write
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
- Category ID
- Category Name
  Required
- Line Items
Action
Write
- Tax ID
- Tax Name
  Required
- Percentage of the Tax
  Required
- Line Items
- Service Charges
- Apply Tax To All Items
- Apply Tax To All Service Charges
Action
Write
Create Invoice - With Catalog Item
Creates and invoice using the catalog as a line item.
Action
Write
- Service Charge ID
- Name
  Required
- Amount
  Required
- Percentage
  Required
- Taxes
Action
Write
- Invoice ID
  Required
- Member ID
  Required
- Payment Method
- Send Receipt
Action
Write
Update Invoice - Without Catalog Item
Updates an invoice in the system. Invoice can be updated only if invoice is not paid and no active transaction going on for the invoice. Member who created the invoice can only edit it.
Action
Write
- Search
  Required
- Limit number of records
Action
Search
- search
  Required
- Limit the number of records
Action
Search
- Search
  Required
- Limit number of records
Action
Search
- Credit Card Last 4
- Customer
- Customer ID
- Start Date
- End Date
- Invoice Number
- Payment Method
- Receipt Number
- Payment Status
- Limit number of records
Action
Search

About ScanPay

At ScanPay, we provide fin-tech solutions to accept digital payments, managing cash flow with instant payouts & banking.

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Related categories

Payment Processing

About Workiz

Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.

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Related categories

Scheduling & Booking