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All integrations

Scheduling

Workiz for your Agent

Flow can read calendars and bookings in Workiz, and with read and write access it can create events.

It asks for your approval before it changes anything in Workiz. Connect with an API key from your Workiz account.

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Add the site visit and the clarification deadline to Workiz.

Connect Workiz in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect Workiz.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 03

    Ask, or let an event start the work

    Ask Flow, or have it set up an event trigger for Workiz.

What Flow can do depends on what Workiz offers through its API and on the access you choose.

Things to ask

Type these to Flow once Workiz is connected.

  • Workiz

    Add the site visit and the clarification deadline to Workiz.

  • Workiz

    When is the team free next week to review the bid, according to Workiz?

About Workiz

Workiz is a field service management platform for scheduling jobs, managing leads and teams, and recording payments. Use it to streamline dispatch, invoicing, and mobile team coordination for service businesses.

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