Jobs, booking and field service

Connect Workiz to TruLata

We connect it with you. The steps below are read from the Workiz card on the Integrations tab of your dashboard, so they match what you see.

#Steps

  1. On the Integrations tab of your dashboard, press Request on the Workiz card, or email support@trulata.com. We set it up with you.
  2. What it takes: API key: In Workiz (Developer API, Ultimate plan): Settings, Integrations, Developer, create a key with Read on jobs, leads and estimates.

#After you connect

The card on the Integrations tab says Connected once it works, with a Disconnect button. If it later says Needs attention, open the card to read why and connect it again. A tab that reads from Workiz appears once the connection works.

Every integration, and how each kind of connection works: Connect a tool.

Still stuck?

Ask on the Ask TruLata tab of your dashboard and it answers from your own numbers, or opens a ticket for a person. Or email support@trulata.com and a person on our team replies.

Send a request