Workiz Leads API

Prospective work that can be converted into jobs.

Business capability
Opportunity & Pipeline Management BC-410.30

Operations 4

GET /lead/all/ List leads #
GET /lead/get/{UUID}/ Get a lead #
POST /lead/create/ Create a lead #
POST /lead/update/ Update a lead #

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OpenAPI Specification

workiz-leads-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: Workiz Leads API
  description: The Workiz REST API lets home-service businesses read and write their field service data - jobs, leads, team members, time off, and payments - and receive outbound webhooks for new jobs and new leads.
  version: '1.0'
  contact:
    name: Workiz
    url: https://developer.workiz.com/
servers:
- url: https://api.workiz.com/api/v1/{api_token}
  description: Workiz REST API. The account API token is part of the base path.
  variables:
    api_token:
      default: YOUR_API_TOKEN
      description: The account API token from the Workiz Developer API add-on (Settings > Integrations). It is placed directly in the URL path; there is no Authorization header. A paired API secret is issued for signed requests where required.
tags:
- name: Leads
  description: Prospective work that can be converted into jobs.
paths:
  /lead/all/:
    get:
      operationId: listLeads
      tags:
      - Leads
      summary: List leads
      description: Returns a paginated list of leads. Supports offset-based pagination.
      x-endpoint-status: confirmed
      parameters:
      - name: records
        in: query
        required: false
        description: Number of records to return per page.
        schema:
          type: integer
          default: 100
      - name: offset
        in: query
        required: false
        description: Number of records to skip for pagination.
        schema:
          type: integer
          default: 0
      responses:
        '200':
          description: A list of leads.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/LeadListResponse'
        '401':
          $ref: '#/components/responses/Unauthorized'
  /lead/get/{UUID}/:
    parameters:
    - $ref: '#/components/parameters/LeadUUID'
    get:
      operationId: getLead
      tags:
      - Leads
      summary: Get a lead
      description: Retrieves a single lead by its UUID.
      x-endpoint-status: confirmed
      responses:
        '200':
          description: The requested lead.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/LeadResponse'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
  /lead/create/:
    post:
      operationId: createLead
      tags:
      - Leads
      summary: Create a lead
      description: Creates a new lead. Exposed through Workiz integration partners; request shape modeled here.
      x-endpoint-status: modeled
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/LeadInput'
      responses:
        '200':
          description: The created lead.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/LeadResponse'
        '401':
          $ref: '#/components/responses/Unauthorized'
  /lead/update/:
    post:
      operationId: updateLead
      tags:
      - Leads
      summary: Update a lead
      description: Updates an existing lead. Exposed through Workiz integration partners; request shape modeled here.
      x-endpoint-status: modeled
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/LeadUpdateInput'
      responses:
        '200':
          description: The updated lead.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/LeadResponse'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
components:
  responses:
    Unauthorized:
      description: Missing or invalid API token.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
    NotFound:
      description: The requested resource was not found.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
  parameters:
    LeadUUID:
      name: UUID
      in: path
      required: true
      description: The UUID of the lead.
      schema:
        type: string
  schemas:
    Lead:
      type: object
      description: A Workiz lead (prospective work).
      properties:
        UUID:
          type: string
        SerialId:
          type: integer
        LeadType:
          type: string
        LeadSource:
          type: string
        Status:
          type: string
        FirstName:
          type: string
        LastName:
          type: string
        Phone:
          type: string
        Email:
          type: string
        Address:
          type: string
        City:
          type: string
        State:
          type: string
        PostalCode:
          type: string
        CreatedDate:
          type: string
          format: date-time
    LeadListResponse:
      type: object
      properties:
        flag:
          type: boolean
        data:
          type: array
          items:
            $ref: '#/components/schemas/Lead'
        has_more:
          type: boolean
    LeadInput:
      type: object
      required:
      - LeadType
      properties:
        LeadType:
          type: string
        LeadSource:
          type: string
        FirstName:
          type: string
        LastName:
          type: string
        Phone:
          type: string
        Email:
          type: string
        Address:
          type: string
        City:
          type: string
        State:
          type: string
        PostalCode:
          type: string
        Comments:
          type: string
    LeadUpdateInput:
      allOf:
      - type: object
        required:
        - UUID
        properties:
          UUID:
            type: string
          Status:
            type: string
            enum:
            - active
            - lost
            description: Mark the lead active or lost.
      - $ref: '#/components/schemas/LeadInput'
    LeadResponse:
      type: object
      properties:
        flag:
          type: boolean
        data:
          $ref: '#/components/schemas/Lead'
    Error:
      type: object
      properties:
        flag:
          type: boolean
          description: Workiz success flag; false on error.
        code:
          type: integer
        data:
          type: string
          description: Human-readable error message.