Integrate the Workiz API with the Pipedrive API

Setup the Workiz API trigger to run a workflow which integrates with the Pipedrive API. Pipedream's integration platform allows you to integrate Workiz and Pipedrive remarkably fast. Free for developers.

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Popular Ways to Connect Workiz with Pipedrive#

Add Person with Pipedrive API on New Job Created from Workiz API

Workiz + Pipedrive

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Add Activity with Pipedrive API on New Job Created from Workiz API

Workiz + Pipedrive

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Add Activity with Pipedrive API on New Lead Created from Workiz API

Workiz + Pipedrive

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Add Deal with Pipedrive API on New Job Created from Workiz API

Workiz + Pipedrive

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Add Deal with Pipedrive API on New Lead Created from Workiz API

Workiz + Pipedrive

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Popular Workiz and Pipedrive Triggers#

New Job Created from the Workiz API

Emit new event when a new job is created in Workiz. See the documentation

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New Lead Created from the Workiz API

Emit new event when a new lead is created in Workiz. See the documentation

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New Deal from the Pipedrive API

Emit new event when a new deal is created.

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New Person from the Pipedrive API

Emit new event when a new person is created.

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Updated Deal from the Pipedrive API

Emit new event when a deal is updated.

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Popular Workiz and Pipedrive Actions#

Create Job with the Workiz API

Creates a new job in Workiz. See the documentation

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Add Activity with the Pipedrive API

Adds a new activity. Includes more_activities_scheduled_in_context property in response's additional_data which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). See the Pipedrive API docs for Activities here. For info on adding an activity in Pipedrive

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Create Lead with the Workiz API

Create a new lead in Workiz. See the documentation

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Add Deal with the Pipedrive API

Adds a new deal. See the Pipedrive API docs for Deals here

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Add Note with the Pipedrive API

Adds a new note. For info on adding an note in Pipedrive

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Overview of Workiz#

The Workiz API opens up a world of possibilities for managing field service operations. By tapping into Workiz with Pipedream, you can automate workflows, sync data across apps, and react to events in real-time. Whether you're automating job scheduling, dispatch notifications, or customer follow-ups, integrating Workiz with Pipedream allows you to streamline operations, reduce manual entry, and keep your team in sync.

Connect Workiz#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    workiz: {
      type: "app",
      app: "workiz",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.workiz.com/api/v1/${this.workiz.$auth.api_token}/team/all/`,
      headers: {
        "accept": `application/json`,
      },
    })
  },
})

Overview of Pipedrive#

Pipedrive API on Pipedream allows you to create powerful sales automation and data management workflows. With access to Pipedrive's CRM capabilities, you can automate deal updates, contact management, and sales reporting. Whether you're syncing customer information across platforms or triggering actions based on deal stages, Pipedream makes these integrations seamless.

Connect Pipedrive#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    pipedrive: {
      type: "app",
      app: "pipedrive",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.pipedrive.$auth.api_domain}/users/me`,
      headers: {
        Authorization: `Bearer ${this.pipedrive.$auth.oauth_access_token}`,
      },
    })
  },
})

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