Workiz
The Workiz integration creates leads in your Workiz account for every inquiry Auto-Respond handles. It’s built for field service businesses - so contact info, postal code, and enough context for a dispatcher to pick up and run with the job are all sent over. If a lead drops off, you can also mark it as lost from the Auto-Respond side.
The Workiz card is on any source’s Messaging Settings → Integrations tab.
What gets synced
Every lead pushed into Workiz includes:
- First name
- Last name
- Phone number
- Postal code
Connecting Workiz
Open the integration
In Auto-Respond, open the source → Messaging Settings → Integrations tab → Workiz card.
Get your API token and API secret from Workiz
Workiz uses two credentials together: an API token and an API secret. You can generate both in your Workiz account. Make sure you copy them in the correct fields - they are not interchangeable.
Paste both into Auto-Respond
On the Workiz card, paste the API token into the API Token field and the API secret into the API Secret field.
Save and validate
Click Save, then click Validate Connection. If either credential is wrong, Workiz’s error is shown inline.
Turn on the Enable toggle
Nothing is sent to Workiz until Enable is on.
Options
Enable
Turns the integration on or off for this source. Default: off.
Inherit from parent
Only shown on a location with a parent business. When on, the location uses the parent’s Workiz credentials and settings. When off, they can be overridden per location.
Notify only for MESSAGE type leads
Shown only on Google Local Services sources. When on, phone-call and booking leads are not sent to this integration, only message leads.
Validate Connection
Re-tests both credentials.
Disconnect
Removes both the API token and the API secret. Confirmation required.
Marking leads as lost
If a conversation in Auto-Respond ends without booking - for example, the lead goes cold or explicitly declines - the matching Workiz lead can be marked as lost so your Workiz pipeline doesn’t stay clogged with stale leads. This happens automatically as part of the integration when Auto-Respond determines the lead is no longer viable.
Matching and deduplication
Workiz records are matched on phone number and email.
Disconnecting
Open the Workiz card → click Disconnect → confirm. Both credentials are cleared.
Troubleshooting
- “Validation failed” / invalid credentials - One of the two fields is wrong, or you pasted them into the wrong spots. Double-check the API Token vs API Secret.
- No leads appearing in Workiz - Confirm Enable is on, and make sure the Workiz API user has permission to create leads.
- Leads missing postal code - Postal code is only sent when the lead shares it in the conversation.
- Old leads still open in Workiz - Mark-as-lost only fires after Auto-Respond determines the lead is dead; manually closing leads in Workiz doesn’t sync back.
Questions about the Workiz integration? Email support@auto-respond.com.