Z Workforce MCP
CRM (Customer Relationship Management)
Use Z Workforce MCP to take action in your AI tools
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Supported actions
Create or Update a Field Person
Recipe to create or update an app user profile (field person) in Z Workforce company account. Remember that profiles names, category, and subcategory fields can only be updated directly by API, not by Zapier recipes. The same is valid for configuring and updating the position of app users in the Z Workforce hierarchical tree.
Create or Update a Customer
Recipe to create or update an app customer in the Z Workforce company account. Remember that category and subcategory fields can only be updated by APIs and Zapier recipes. You need to create them manually in the Z Workforce Panel first.
Get Visits Results
Get all information about completed visits by field team using Z Workforce.
Schedule Visits
Recipie to to schedule visits in Z Workforce.
Get a Specific Visit Result
If you are looking for a specific result, get from here. You will need to know the Visit ID to generate by Z Workforce. This ID is called "xxxx" in the Results Visits request.
Use Z Workforce MCP with any AI assistant
Zapier Z Workforce MCP lets you connect Z Workforce's actions with any AI tool that supports MCP, all without managing integrations or writing glue code. It's built for developers who want flexibility without complexity.
Step 1: Generate your secure MCP URL
Get your unique, dynamic MCP server URL instantly. This endpoint securely connects your AI assistant to Zapier's vast integration network.
Step 2: Choose your Zapier Actions
Customize the specific actions your AI assistant can perform within Z Workforce. Select and scope actions to align with your Z Workforce workflows.
Step 3: Connect with your tool of choice
Integrate your AI Assistant seamlessly using your generated MCP endpoint, enabling your AI Assistant to execute real-world tasks securely and reliably.
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