Workiz + Stream Deck
crm · scheduling-&-booking · payment-processing · 0 triggers · 21 actions
Workiz is a field service management platform for scheduling jobs, managing leads and teams, and recording payments. Add Workiz to your Stream Deck workflows with guided setup for the connection details it needs.
- No code
- Free tier
- One Stream Deck press
- Pairs with OBS & Elgato tools
- OAuth & keys handled in-builder
Popular ways to use Workiz
Add Workiz to a workflow and pair it with a Stream Deck button to run it in one press — handy for crm tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.
Browse all templatesTriggers & actions
Steps your workflow can perform in Workiz.
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 account disallows multiple technicians.
Assign Technicians
Assign up to 25 technicians to one Workiz job or lead on a multi-technician account and return a separate success or failure result for each technician.
Convert Lead to Job
Irreversibly convert an existing Workiz lead into a job and return the resulting job. This operational transition cannot be undone and creates a persistent job record. Never use this action merely to inspect a lead.
Create Job
Create a scheduled or unscheduled Workiz job for an existing client, or match or create an inline client and create the job for them.
Create Lead
Create a scheduled or unscheduled Workiz lead for an existing client, or match or create an inline client and create the lead for them.
Get Client
Retrieve one Workiz client with service and billing addresses, contacts, tags, notes, custom fields, and other detail fields.
Get Invoice or Estimate
Retrieve one Workiz invoice or estimate with line items, payments, client and job links, totals, and status.
About Workiz
Workiz is a field service management platform for scheduling jobs, managing leads and teams, and recording payments.
crmscheduling-&-bookingpayment-processing
How to connect
1
Sign up for free
Create your Conductor Deck account: no credit card required.
2
Connect Workiz
Follow the setup prompts for Workiz. Conductor Deck handles the app authorization or required connection details inside the workflow builder.
3
Build a workflow
Add a Workiz action to your visual workflow canvas. Configure the options you need, then connect it to other steps.
4
Assign to Stream Deck
Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.
Frequently asked questions
- How do I connect Workiz?
- Sign up for Conductor Deck, then add a Workiz step to a workflow on the visual canvas. The builder walks you through the connection it needs — an account authorization or the required keys — right inside the step. No separate setup or code.
- Is it free?
- Yes — Conductor Deck has a free tier you can build and run workflows on, with no credit card required. Paid plans raise the monthly run limits and add advanced features when you need them.
- What's the difference between a trigger and an action?
- A trigger is the event that starts a workflow — for example, a Stream Deck button press or an incoming event from a connected app. An action is a step the workflow performs once it runs. A workflow is one trigger followed by one or more actions.
Automate Workiz with your Stream Deck
Sign up for free and start building Workiz workflows in minutes.