Integrations / CRM
Connect Workiz to WhatsApp: leads and clients by chat
Flann is an AI agent your business talks to on WhatsApp. Connect Workiz once, then ask Flann to look things up in it or get work done in it, by text or voice note. Connected to Flann, Workiz behaves like a colleague who never forgets a follow-up. Flann suggests who to contact, drafts the message in the customer’s language and prepares the record update.
21 actions in Workiz. 11 only look things up, and 10 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Workiz
Send any of these on WhatsApp, in your own words. Flann finds the right Workiz action and fills in the details from the conversation.
“Show me my client notes in Workiz.”
“Look up the invoice or estimate in Workiz.”
“Show me my invoices or estimates in Workiz.”
“Create a lead in Workiz.”
“Add a client note in Workiz.”
“Assign the technician in Workiz.”
What Flann can work with in Workiz
Workiz gives Flann 21 actions across 11 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Clients | look up | 2 |
| Client notes | addlook up | 2 |
| Leads | createupdate | 2 |
| Technicians | assigndelete | 3 |
Doing it yourself, wiring up a rule, or asking an agent: here is how they compare for Workiz.
| Compare | Opening WorkizLog in, find it, do it | A fixed workflowTriggers built in advance | Workiz through FlannAsk and get it done |
|---|---|---|---|
| Getting started on a job | Log in and click through the screens | Only what was wired up in advance | Text or voice note, in your own words |
| Looking things up about leads | By hand, screen by screen | Only the look-ups someone built | 11 look-ups, answered straight away |
| Creating and updating | Typed in by hand | Run unchecked once built | 10 changes, made from a message |
| Workiz records | All of them, one screen at a time | Only the ones you wire up | 11 kinds, from one chat |
| Set-up | Nothing new to set up | Someone builds and maintains each flow | Your Workiz API key, once |
YesPartlyNo
Step by step: Workiz jobs you can hand to Flann
Each step below names the Workiz action Flann actually runs.
Get answers about your clients
- You message Flann on WhatsApp: “What is the latest on our clients in Workiz?”
- Flann runs
List ClientsandGet Clientin Workiz and shows you what it found. - Nothing in Workiz is changed: these are look-ups, so they run straight away.
Create a client note from a voice note
- You message Flann on WhatsApp: “Create a client note in Workiz with these details.”
- Flann runs
List Client Notesin Workiz and shows you what it found. - Flann runs
Add Client Notein Workiz. - Flann creates it in Workiz and confirms in the chat.
Check your records from WhatsApp
- You message Flann on WhatsApp: “Show me where our records in Workiz stand.”
- Flann runs
Search Workiz Recordsin Workiz and shows you what it found. - Nothing in Workiz is changed: these are look-ups, so they run straight away.
Repetitive Workiz work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Quotes nobody answered
Today
Quotes go out and some simply go quiet. Without a proper check in Workiz, you only remember them once the customer has bought elsewhere.
With Flann
“Which quotes in Workiz have had no reply for a week? Draft a nudge for each.”
It finds the open quotes in Workiz with no reply and no logged activity since they were sent. For each one, Flann drafts a short note that refers to the actual items quoted, written in the customer’s language.
What you stop doing: Silent quotes stop expiring without a second try.
Today’s call list
Today
Tasks, callbacks and reminders are scattered across contacts in Workiz. Finding today’s means clicking through views you set up long ago.
With Flann
“Give me today’s call list from Workiz.”
Pulling every task and callback due today from Workiz, Flann gives you a call list with a line of context for each name: what was promised, what is open and the best number to ring. A look-up, so it is instant. When you report back after each call, Flann prepares the update and asks you to confirm it.
What you stop doing: Mornings start with a list instead of a search.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Workiz
- Search for Workiz in Flann’s Connectors.
- Paste your Workiz API key into the secure form Flann opens. You will find the key in your Workiz account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Workiz action itself.
Look-ups run as soon as you ask and change nothing in Workiz. You can disconnect Workiz from Connectors at any time.
Ways to use Workiz with Flann
Update the CRM by voice
After a call, send Flann a voice note. It turns it into an update for the right contact in Workiz and asks you to confirm.
Move deals forward
Tell Flann a deal closed or stalled.
Know who you are talking to
Before a meeting, ask Flann for the contact’s history in Workiz: last deal, last note, last time you spoke.
Everything Flann can do in Workiz
The full list of Workiz actions available to Flann once you connect it.
Looks up 11
- Get Client
- Get Invoice or Estimate
- Get Job or Lead
- List Assigned Technicians
- List Client Notes
- List Clients
- List Invoices or Estimates
- List Jobs or Leads
- List Users
- List Workiz Reference Data
- Search Workiz Records
Changes 10
- Add Client Note
- Assign Technician
- Assign Technicians
- Convert Lead to Job
- Create Job
- Create Lead
- Remove Technician
- Set Primary Technician
- Update Job
- Update Lead
More CRM apps Flann works with
Common questions
What can Flann do with clients in Workiz?
Flann can look up clients in Workiz, using 2 actions (Get Client, List Clients). All of them only look things up, so they run straight away.
What can Flann do with client notes in Workiz?
Flann can add and look up client notes in Workiz, using 2 actions (Add Client Note, List Client Notes). Looking up runs straight away and changes nothing. The other actions create or change client notes in Workiz.
How does Flann connect to Workiz?
Open Connectors in Flann, choose Workiz and paste your Workiz API key into a secure form. You will find the key in your Workiz account settings. Once it is connected, Flann can use 21 actions in Workiz.
Can I use Workiz from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Workiz for you. You do not need to open Workiz.
Is Workiz included in my Flann plan?
Yes. Every Flann plan includes every app, Workiz included.