WORKIZ INTEGRATION · BUILT FOR EVERYTHING ELSE

Workiz integration that reaches the systems other tools can't.

Q: What systems can Rayven connect Workiz to?

Rayven connects Workiz to 1,228+ systems including [Xero](/solutions/data-integration-platform/accounting-software-integration), [NetSuite ERP](/solutions/data-integration-platform/erp-integrations), [EAM](/solutions/data-integration-platform/eam-integration) asset registers, and sibling field platforms like [Service Fusion](/solutions/data-integration-platform/fsm-integration/service-fusion-integration) and [Jobber](/solutions/data-integration-platform/fsm-integration/jobber-integration). Custom integrations are part of done-for-you delivery.

Connect Workiz to your accounting, ERP, asset systems + AI in real-time. So an inbound call becomes a scheduled job, field payments reconcile on capture, and job data reaches the systems that plan and forecast.

Get my Workiz integration plan → Talk to us

★★★★★5/5 · 140+ reviews Australian-built 99.9% platform uptime

Live demo · Claude querying Workiz + ops via Rayven MCP

What's the status of the Inbound call / lead → Workiz flow today?

All flowing. Call becomes a scheduled job is live. No blockers flagged.

Inbound call / leadWorkiz

Trusted by 240+ teams across Australia + globally

THE REALITY

Workiz is brilliant at what it does. Useless at everything else your data + AI needs to touch.

Calls turn into jobs by hand, field payments reconcile in spreadsheets, and owners cannot connect marketing spend to completed work because call and job data never reaches a place AI can read.

The integration tool you've already tried probably can't fix it.

What Zapier + iPaaS reach

App-to-app. Useful, until it isn't.

Connectors for Workiz, Slack + a thousand other cloud apps. Cheap + fast for the easy half of integration. Where they hit a wall:

Accounting that should invoice and reconcile the payments Workiz captures in the field
ERP or inventory tracking the parts a job consumes
IoT or monitoring systems that should book a Workiz job before a callout
Data warehouses and AI agents needing live call, scheduling and utilisation signals

What Rayven reaches

ERP, assets, IoT + AI. One platform.

The integration platform built for what other tools can't (or won't) reach - plus an AI data fabric, MCP server + app builder layered on top.

Workiz + every ERP, EAM/CMMS and IoT system
ERP, EAM/CMMS, IoT sensors, accounting + custom-built connectors.
Files, legacy SQL, FTP + custom-built connectors
Real-time bidirectional sync, tier-aware + rate-limit-safe
AI Data Fabric, MCP, automation + custom apps included

WHAT YOU CAN BUILD

Workiz + Rayven: AI, automation + tools that reach every system you run.

5 examples of what Rayven customers run on Workiz + integrated systems. Built in weeks, not months.

Inbound call / lead → Workiz

Call becomes a scheduled job

An inbound call or CRM lead creates a Workiz job with the right customer, service and window. Phone-to-schedule stops needing manual entry.

Which campaign source converts fastest to closed-won?

Referral · industrial. 28 days avg, 44% close rate.

WorkizInbound call / leadMarketing

Workiz (payment captured) → Accounting + ERP

Payment reconciles on capture

A field payment taken in Workiz matches its invoice and posts to Xero or NetSuite ERP with correct customer and tax coding. Day-end matching disappears.

Which won deals are stuck pre-invoice?

3 stuck. 2 drafts in accounting, 1 awaiting PO. Auto-finalise?

WorkizAccounting + ERPXero

IoT / monitoring → Workiz

A monitored fault books the job

A fault signal from a connected sensor auto-books a Workiz job at the site. Planned maintenance replaces the emergency callout.

Account health snapshot for top tier?

14 accounts green, 3 amber, 1 red. Reasons attached.

WorkizIoT / monitoringProduct DB

Workiz → EAM / assets

Service history writes to the asset

Work performed and parts fitted write to the asset record in EAM. Recurring service and warranty stop living on paper.

Anything that needs my attention right now?

3 items. 1 deal stuck, 1 account flagged, 1 task overdue.

WorkizEAM / assets

Workiz → Data warehouse + AI agents

Call + job data, AI-ready

Every call, job and payment streams into Rayven's data fabric. AI agents connect lead source to first-time-fix, revenue per job and technician utilisation.

Any production delays linked to open opportunities?

2 delays. Line 3 down 4 hrs, batch 88 short 14 units.

WorkizData warehouseMES

BEYOND INTEGRATION

Integration is the start with Rayven.
Here's what comes with it.

Rayven isn't just a Workiz connector. It's the operational software platform underneath - so once Workiz is connected, four more capabilities come online by default.

AI-ready data layer (AI Data Fabric)

Workiz data joined with ERP, IoT + legacy - contextualised, unified and structured so AI models, agents and tools can use it without ETL prep work.
Learn more →

Live AI access (Rayven MCP)

Claude, ChatGPT + Gemini get live, governed access to Workiz and every other connected system. Your AI stops guessing - cites real Workiz records + numbers.
Learn more →

Automation + AI agents

Workflows + AI agents act on Workiz data without human intervention - escalate at-risk accounts, trigger operational work, auto-update forecasts, draft customer comms.
Learn more →

Custom apps + portals

Unified customer portals, ops dashboards, mobile field apps, partner portals - built on top of integrated Workiz data. No separate BI tool, no separate dev stack.
Learn more →

All on top of your existing stack. No rip + replace. Workiz stays Workiz. Rayven works on what you've already built. Specifically tuned for Workiz call-to-job automation + field-payment reconciliation.

The Rayven

AI Data Fabric

MULTIMODAL DATA IN

THE RAYVEN PLATFORM

AI CAPABILITIES OUT

SCADA + OT

Databases

Streaming Feeds

IoT + Sensors

Documents + PDFs

Video + Images

Audio + Voice

Manual + Forms

APIs + Webhooks

AI Agents

Predictive AI + ML

Conversational AI

Real-time Training

AI-led Execution

Multimodal AI

Anomaly Detection

Forecasting

Vision + Edge

Gen AI Summaries

WORKIZ INTEGRATION · WHICH PATH

Pick the right tool for your stack.

Workiz integration looks different at every scale. Honest comparison of the four common paths - Rayven only wins on some of them.

Capability

Rayven

Zapier · Workato

MuleSoft · Boomi

Build it yourself

Workiz to other cloud apps

Yes

Best in class

Yes

DIY effort

Workiz to legacy DB / files / FTP

Yes

Partial

Yes

DIY effort

Real-time, tier-aware + rate-limit-safe

Yes

Throttled / paid

Yes

Hard to get right

Workiz call-to-job + payment reconciliation

Built in

No payment reconciliation

Custom build

Hard to get right

AI-ready data layer + MCP for AI

Built in

Custom apps + portals on connected data

Built in

Not included

Separate product

Build it

Australian-built · sovereign deploy

Available

US-hosted

Configurable

You decide

Cost vs enterprise iPaaS

Significantly lower

Cheap at low volume

Premium pricing

Internal cost

Time to live

2-12 weeks

Days · per Zap

3-9 months

6-18 months

WHY RAYVEN · NOT JUST ANY CONNECTOR

The integration is the easy bit.
The platform + team behind it is the difference.

99.9% platform uptime

Platform + team. One commercial.

Not five vendors stitched together. Rayven is the platform AND the Australia-based expert team that scopes, builds + supports it. One commercial. No licence stacking, no finger-pointing.

CALL-TO-JOB SYNC NATIVE

Built for Workiz's call + dispatch model.

Rayven handles Workiz's REST rate limits and webhook delivery natively, matching field payments to invoices without double-posting. Call-to-job and payment sync flows scheduling and reconciliation data into accounting, ERP and AI in real-time, so an inbound call schedules itself.

5/5 · 140+ REVIEWS

We stay after go-live.

No handoff. No disappearing. Rayven is a long-term partner when your Workiz evolves, your stack changes, or you push further. 24/7 support. Same team, same platform, same commercial.

DEPLOY HOW YOU WANT

Hosted your way, where you need.

Deploy as cloud, private cloud + on-premise - in Australia, the US, the UK, or anywhere else your Workiz data needs to live. Your residency, your rules, your local compliance environment.

FAQS

The questions Workiz admins, RevOps + IT ask first.

If you're evaluating Rayven for Workiz integration, these are the things worth knowing before booking a call.

The 30-minute call covers

Your Workiz + connected stack today
What's reachable + which systems to bring in first
Live walkthrough of Rayven against your scenario
Time, scope + delivery estimate
Honest read on whether Rayven's the right fit

What is Workiz integration?

Workiz integration is the practice of connecting Workiz to the rest of your operational stack - accounting, ERP, assets and AI - so calls, jobs and payments are visible everywhere they matter. Rayven delivers it as part of an AI data fabric, not a single-purpose connector.

How does Rayven connect Workiz to other systems?

Rayven uses Workiz's REST API + webhooks via an API token for real-time bidirectional sync. Jobs, leads, clients, invoices and captured payments all flow as first-class integration events. See the Rayven Platform for how the integration and data layers fit together.

What systems can Rayven connect Workiz to?

Rayven connects Workiz to 1,228+ systems including Xero, NetSuite ERP, EAM asset registers, and sibling field platforms like Service Fusion and Jobber. Custom integrations are part of done-for-you delivery.

How long does Workiz integration take with Rayven?

Most Workiz integrations go live in 2-12 weeks. A single call-to-job or payment-to-accounting flow runs in 2-3 weeks; a full field service fabric with asset sync and AI runs 6-12 weeks. Choose DIY, done-for-you or hybrid delivery.

Does Rayven replace Workiz?

No. Rayven reads and unifies Workiz data and sits alongside it - it never replaces your field service platform. Your team keeps taking calls and dispatching in Workiz while Rayven joins job data to accounting, assets and AI. Read more in how Rayven works.

What are the most common Workiz integration use cases?

Top use cases are call-to-job, payment-to-accounting reconciliation, monitored-fault-to-visit and job data to AI agents. See the automations above for specifics.

What are the technical specifics of Workiz integration with Rayven?

Rayven connects to Workiz through its REST API and webhooks, authenticated with an API token. Per-account rate limits are managed through batching, queuing and back-pressure so busy phone periods never throttle out. Jobs, leads, clients, invoices, line items and captured payments are read and written with field-level mapping into accounting, ERP and AI targets. Custom fields and job types defined in your account are preserved end-to-end rather than flattened. Field payments are matched to their invoice and reconciled without double-posting, and webhook events stream new calls, bookings and completions in real-time. An inbound call or CRM lead can create a job, and a fault from a monitored asset can auto-book one. Work performed and parts fitted write back to the asset record. Multi-location businesses reconcile to one customer master via Rayven's data fabric. Validated against Workiz production accounts across field-service trades. Rayven sits alongside Workiz and never replaces it.

Sectors

Job Roles

Overview

Set Engagements

Overview

We Partner With

Library

Our Company

Workiz integration that reaches the systems other tools can't.

Workiz is brilliant at what it does. Useless at everything else your data + AI needs to touch.

App-to-app. Useful, until it isn't.

ERP, assets, IoT + AI. One platform.

Workiz + Rayven: AI, automation + tools that reach every system you run.

Call becomes a scheduled job

Payment reconciles on capture

A monitored fault books the job

Service history writes to the asset

Call + job data, AI-ready

Integration is the start with Rayven.
Here's what comes with it.

AI-ready data layer (AI Data Fabric)

Live AI access (Rayven MCP)

Automation + AI agents

Custom apps + portals

Rayven is a five-layer platform ALL your integrations + much more
can run on.

Pick the right tool for your stack.

The integration is the easy bit.
The platform + team behind it is the difference.

Platform + team. One commercial.

Built for Workiz's call + dispatch model.

We stay after go-live.

Hosted your way, where you need.

The questions Workiz admins, RevOps + IT ask first.

The 30-minute call covers

What is Workiz integration?

How does Rayven connect Workiz to other systems?

What systems can Rayven connect Workiz to?

How long does Workiz integration take with Rayven?

Does Rayven replace Workiz?

What are the most common Workiz integration use cases?

What are the technical specifics of Workiz integration with Rayven?

Workiz + AI integration.
In weeks, not months.

Sectors

Job Roles

Overview

Set Engagements

Overview

We Partner With

Library

Our Company

Workiz integration that reaches the systems other tools can't.

Workiz is brilliant at what it does. Useless at everything else your data + AI needs to touch.

App-to-app. Useful, until it isn't.

ERP, assets, IoT + AI. One platform.

Workiz + Rayven: AI, automation + tools that reach every system you run.

Call becomes a scheduled job

Payment reconciles on capture

A monitored fault books the job

Service history writes to the asset

Call + job data, AI-ready

Integration is the start with Rayven.Here's what comes with it.

AI-ready data layer (AI Data Fabric)

Live AI access (Rayven MCP)

Automation + AI agents

Custom apps + portals

Rayven is a five-layer platform ALL your integrations + much morecan run on.

Pick the right tool for your stack.

The integration is the easy bit.The platform + team behind it is the difference.

Platform + team. One commercial.

Built for Workiz's call + dispatch model.

We stay after go-live.

Hosted your way, where you need.

The questions Workiz admins, RevOps + IT ask first.

The 30-minute call covers

What is Workiz integration?

How does Rayven connect Workiz to other systems?

What systems can Rayven connect Workiz to?

How long does Workiz integration take with Rayven?

Does Rayven replace Workiz?

What are the most common Workiz integration use cases?

What are the technical specifics of Workiz integration with Rayven?

Workiz + AI integration.In weeks, not months.

Integration is the start with Rayven.
Here's what comes with it.

Rayven is a five-layer platform ALL your integrations + much more
can run on.

The integration is the easy bit.
The platform + team behind it is the difference.

Workiz + AI integration.
In weeks, not months.