---
title: "Workiz - Auto-Respond Docs"
description: "Push every Auto-Respond lead into Workiz as a lead record, with full contact info and postal code."
source: https://auto-respond.com/docs/integrations/workiz/
last_updated: 2026-04-21
---

![Workiz documentation guide](https://auto-respond.com/assets/docs/integrations-workiz.svg "Workiz Documentation")

A visual guide to the Workiz documentation, covering the setup, configuration, and workflow details explained on this page. Documentation illustration for Workiz.

# 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.

ℹ️

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
- Email
- 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>.

Last updated: April 21, 2026