Wait — do I need a separate “Workiz integration” in RevSquared?

No. RevSquared has one generic Zapier integration. You paste one Catch Hook URL into it and you're done on the RevSquared side. The Workiz part lives entirely inside the Zap you build in Zapier.

Do I need a Zapier or n8n account?

Yes — RevSquared sends a webhook, you need a tool to catch it and route it to Workiz. Zapier (free tier covers ~100 tasks/mo) or self-hosted n8n both work.

What does the webhook payload look like?

Full call JSON: caller name, phone, email, transcript, AI summary, sentiment, outcome, captured custom fields, recording URL.

Can I customize what data goes where?

Yes — inside Zapier you map any field from the webhook payload to any Workiz field with point-and-click.

Does Workiz have a Zapier integration?

Yes — Workiz has a Zapier app that supports clients, jobs, and invoices.

Can the AI book directly into Workiz?

RevSquared captures the request; the dispatcher confirms truck availability before the booking locks.

Home›Integrations›Workiz

Connected via Zapier

RevSquared + Workiz. Calls become dispatched jobs.

Every call your AI agent takes flows into Workiz with the full context: caller info, what they asked about, how they sounded, and what happened. Catch it in Zapier and route it however you want.

Start free trial See how it works

Webhook-based
Works with any Zap
Full call payload
Setup in ~5 minutes

Connected via

Workiz

Webhooks by Zapier
Full JSON payload per call
Fires within seconds of call end

Common workflows

Build the Zaps your shop needs.

One webhook out of RevSquared, then any number of Zaps that route it to Workiz. Here's what teams build.

New inbound call

Workiz client + job

Caller info and service request create a Workiz client and a job draft ready to dispatch.

Quote request

Estimate workflow

Captured scope routes to the office for a same-day estimate.

Booked job

Calendar update

Confirmed appointments sync to the Workiz calendar with caller context.

Emergency call

On-call alert

After-hours emergencies page the on-call tech instantly.

How to connect

One webhook. Any Zap you want.

Connect Zapier once in RevSquared. From then on every call posts a full JSON payload — build as many Zaps as you want.

01
Start a Zap with Catch Hook
In Zapier, create a new Zap. Pick “Webhooks by Zapier” → “Catch Hook”. Copy the webhook URL Zapier gives you.
02
Paste it into RevSquared once
In your RevSquared dashboard, open the Zapier integration and paste the URL. One connection covers every future call.
03
Fire a test call
Make a test call (or use the test-payload button). Zapier receives the JSON and shows you the structure to map.
04
Add Workiz as the action
In the same Zap, add Workiz as the next step. Pick an action, map the webhook fields into Workiz, and turn it on.

What you get

What you can build.

Auto-create clients

Drop new callers into your Workiz client pipeline.

Draft jobs from calls

Service request + address creates a job draft for the dispatcher.

Route emergencies

After-hours pages fire instantly.

Tag by trade

HVAC, plumbing, locksmith — keep reporting tight.

Sync repeat clients

Existing clients update instead of duplicating.

Capture phone quotes

Phone-quoted prices stick to the job for the office to confirm.

Why teams pick RevSquared for Workiz

The honest way to wire RevSquared into your Workiz.

1 hookup

Connect once

One Zapier integration. Paste your Catch Hook URL and every service call posts to it.

Many Zaps

Route however

Separate Zaps for clients, jobs, scheduling, and emergencies.

Real-time

Not batched

Webhook fires within seconds so dispatch rolls faster.

Common questions

Everything else you'd want to know.

No. RevSquared has one generic Zapier integration. You paste one Catch Hook URL into it and you're done on the RevSquared side. The Workiz part lives entirely inside the Zap you build in Zapier.