CSV Import
Workiz
Integrate CSV Import with Workiz within minutes using Conduitly. Connect your work apps with Conduitly’s no code integration platform and automate the flow of data, repetitive tasks, and workflows between CSV Import and Workiz.
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CSV Import with Workiz in minutes
Supported Triggers & Actions
Job Status Changed
Triggers when a job status is changed.
Trigger
Schedule
Lead Status Changed
Triggers when a lead status is changed.
Trigger
Schedule
New Job Assigned
Triggers when a job is assigned.
Trigger
Schedule
New Job Created
Triggers when a new job is created.
Trigger
Schedule
New Lead Assigned
Triggers when a new lead is assigned.
Trigger
Schedule
New Lead Created
Triggers when a new lead is created.
Trigger
Schedule
New Payment Added
Triggers when a new payment is added.
Trigger
Schedule
Export CSV
Generate a CSV file from the provided data and export it for the next action.
Action
Write
Import CSV
Import CSV text and parse it for next action.
Action
Write
Add Payment to Job
Adds a payment record to the specified job.
Action
Write
Assign Job
Assign a job.
Action
Write
Assign Lead
Assign a lead.
Action
Write
Convert Lead to Job
Converts an existing lead into a job record.
Action
Write
Create Job
Create a new job.
Action
Write
Create Lead
Create a new lead.
Action
Write
Get Job
Get a job.
Action
Write
Get Lead
Get a lead.
Action
Write
Get Timeoff Details
Get a timeoff details.
Action
Write
Get User
Get a user.
Action
Write
Get User Timeoff Details
Get a timeoff details by user.
Action
Write
List Jobs
List a jobs.
Action
Write
List Leads
List a leads.
Action
Write
List Users
List a users.
Action
Write
Mark Lead as Active
Marks an existing lead as active.
Action
Write
Mark Lead as Lost
Marks an existing lead as lost and updates its status accordingly.
Action
Write
Unassign Job
Unassign a job.
Action
Write
Unassign Lead
Unassign a Lead.
Action
Write
Update Job
Update a job.
Action
Write
Update Lead
Update a lead.
Action
Write
Job Status Changed
Triggers when a job status is changed.
Trigger
Schedule
Lead Status Changed
Triggers when a lead status is changed.
Trigger
Schedule
New Job Assigned
Triggers when a job is assigned.
Trigger
Schedule
New Job Created
Triggers when a new job is created.
Trigger
Schedule
New Lead Assigned
Triggers when a new lead is assigned.
Trigger
Schedule
New Lead Created
Triggers when a new lead is created.
Trigger
Schedule
New Payment Added
Triggers when a new payment is added.
Trigger
Schedule
Export CSV
Generate a CSV file from the provided data and export it for the next action.
Action
Write
Import CSV
Import CSV text and parse it for next action.
Action
Write
Add Payment to Job
Adds a payment record to the specified job.
Action
Write
Assign Job
Assign a job.
Action
Write
Assign Lead
Assign a lead.
Action
Write
Convert Lead to Job
Converts an existing lead into a job record.
Action
Write
Create Job
Create a new job.
Action
Write
Create Lead
Create a new lead.
Action
Write
Get Job
Get a job.
Action
Write
Get Lead
Get a lead.
Action
Write
Get Timeoff Details
Get a timeoff details.
Action
Write
Get User
Get a user.
Action
Write
Get User Timeoff Details
Get a timeoff details by user.
Action
Write
List Jobs
List a jobs.
Action
Write
List Leads
List a leads.
Action
Write
List Users
List a users.
Action
Write
Mark Lead as Active
Marks an existing lead as active.
Action
Write
Mark Lead as Lost
Marks an existing lead as lost and updates its status accordingly.
Action
Write
Unassign Job
Unassign a job.
Action
Write
Unassign Lead
Unassign a Lead.
Action
Write
Update Job
Update a job.
Action
Write
Update Lead
Update a lead.
Action
Write
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