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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Workiz with Geckoboard - no code necessary. See how you can get setup in minutes.

Select a trigger from Workiz

A trigger is an event that starts your Zap and runs the workflow. For example, with Workiz, a trigger could be "Job Is Done."
A trigger is the event that kicks off your automated workflow.

Setup an action from Geckoboard

An action is what takes place after the automation is triggered. For example, with Geckoboard, the action could be "Add Record to Dataset."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Workiz to Geckoboard

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Workiz to Geckoboard integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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Connect Workiz and Geckoboard to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Workiz triggers, actions, and search
    Job Is Done

    Triggers when a job is completed and status has changed to Done

    Trigger
    Polling
    Try It
  • Workiz triggers, actions, and search
    Lead Status Change

    Triggers when a lead status is changed

    Trigger
    Polling
    Try It
  • Workiz triggers, actions, and search
    New Lead

    Triggers when a new lead is created.

    Trigger
    Polling
    Try It
    • First Name
      Required
    • Last name
    • Phone
    • Address
      Required
    • City
      Required
    • State
    • PostalCode
      Required
    • Lead start time
    • Email address
    • Job source
    • Description
    • Company
    Action
    Write
  • Workiz triggers, actions, and search
    Job Status Change

    Triggers when a job status is changed

    Trigger
    Polling
    Try It
  • Workiz triggers, actions, and search
    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
    • Dataset ID
      Required
    • Update type
      Required
    Action
    Write
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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.
Related categories
Scheduling & Booking
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About Geckoboard
Geckoboard: TV dashboards that make key business data visible for your team
Learn moreLearn more
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Dashboards
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