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Sales & CRM · Connects with an API key

An AI teammate for Workiz.

Connect Workiz and your Cicada agent works in it for you: 21 Workiz actions, from looking things up to making changes. Ask from iMessage, WhatsApp, Slack or the app, and keep it read-only if you only want it to look.

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300 free credits. No card. Read-only if you want.

Things to ask about Workiz
  • Which Workiz deals haven't moved in two weeks? Draft a nudge for each.
  • Log today's calls in Workiz and update the next steps.
  • Send me this week's new pipeline from Workiz every Friday at 4.
  • Who in Workiz haven't we contacted in 30 days? Make me a list.
Text it, Slack it, or type it in the app. Swap in your own details.
What Cicada can do in Workiz

21 Workiz actions, picked for what you ask.

About Workiz: Workiz is a field service management platform for scheduling jobs, managing leads and teams, and recording payments.

Reads

11 in all · always allowed
  • Get Client
    Retrieve one Workiz client with service and billing addresses, contacts, tags, notes, custom…
  • List Users
    List Workiz users and technicians for assignment and attribution workflows.
  • List Clients
    List and search Workiz clients with balance, tag, created-date, and sort filters.
  • Get Job or Lead
    Retrieve one Workiz job or lead, selected by record_type, including its client, schedule, status,…
  • List Client Notes
    List one page of notes recorded on a Workiz client, ordered by creation date descending.
  • List Jobs or Leads
    List one page of Workiz jobs or leads, selected by record_type, with optional open-state, date, and…
  • Search Workiz Records
    Search jobs, leads, clients, and invoices by a name, phone, email, address, serial number, or…
  • Get Invoice or Estimate
    Retrieve one Workiz invoice or estimate with line items, payments, client and job links, totals,…
  • List Assigned Technicians
    List one page of technicians assigned to a Workiz job or lead.
  • List Invoices or Estimates
    List Workiz invoices or estimates with optional created or updated date filtering.

Changes

10 in all · off when Workiz is read-only
  • Create Job
    Create a scheduled or unscheduled Workiz job for an existing client, or match or create an inline…
  • Update Job
    Update only the selected fields of an existing Workiz job. Unspecified fields remain unchanged.
  • Create Lead
    Create a scheduled or unscheduled Workiz lead for an existing client, or match or create an inline…
  • Update Lead
    Update only selected fields of an existing Workiz lead, including status, schedule, client details,…
  • Add Client Note
    Add a text note to a Workiz client and optionally pin it.
  • Assign Technician
    Assign a technician to a Workiz job or lead, optionally replacing the existing technician when the…
  • Remove Technician
    Remove a technician assignment from a Workiz job or lead.
  • Assign Technicians
    Assign up to 25 technicians to one Workiz job or lead on a multi-technician account and return a…
  • Convert Lead to Job
    Irreversibly convert an existing Workiz lead into a job and return the resulting job.
  • Set Primary Technician
    Make an already assigned technician the primary technician on a Workiz job or lead.

Showing 20 of 21. Your agent can use every one of them; you don't pick them, you ask for the outcome.

How it works

Connected in a minute. In your control after that.

  1. Connect Workiz

    Open Connections, find Workiz and paste an API key from your Workiz account settings. Cicada checks it works before saving it.

  2. Choose what it may do

    Full, Ask first or Read-only, for the whole workspace. Share Workiz with the team, or keep it under each person's own login.

  3. Ask from anywhere

    Text your agent on iMessage or WhatsApp, message it in Slack or the app, or put a Workiz job on a schedule: every morning, every Friday.

Works with your other tools

Workiz, together with the rest of your stack.

Ask for an outcome that spans apps and your agent pulls from each one, cross-checks them and sends back one answer.

More sales & crm integrations

Amplemarket integrationSalesfinity integrationSalesloft integrationZoomInfo integrationHubSpot integrationSalesforce integrationGong integrationIntercom integration

Often used alongside

Gmail integrationSlack integrationGoogle Sheets integrationGoogle Calendar integration

See all 888 integrations

Questions

Workiz and Cicada, answered.

Does Cicada integrate with Workiz?

Yes. Workiz is one of the 888 apps with a page here, and it connects with an API key. Once it's connected, every agent in your workspace can use it from any channel you talk to them on.

How do I connect Workiz?

Open Connections, find Workiz and paste an API key from your Workiz account settings. Cicada checks it works before saving it.

What can Cicada do in Workiz?

21 actions: 11 that read from Workiz and 10 that change things in it, for example get client, list users, list clients. It picks the right ones for what you ask and chains them with your other apps.

Can I stop Cicada changing things in Workiz?

Yes. In Connections, set Workiz to Read-only and no agent in your workspace can create, change or delete anything in it; it can still read. Ask first lets it act but makes it check with you before each change.

Can I ask about Workiz from my phone?

Yes. Text your agent on iMessage or WhatsApp, or message it in Slack or the app. It answers in the same thread, and it can run Workiz jobs on a schedule, like every morning at 8.

Is my Workiz data safe?

Your Workiz login or key is stored on the server and never appears in a conversation. Disconnecting removes it. Every action an agent takes is in your activity log, and your data isn't used to train models.

One teammate. The output of a team.

Works nights, remembers every decision, answers in the thread. Start free with 300 credits.

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