Workiz Leads API

openapi: 3.0.3
info:
  title: Workiz Jobs 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. Workiz is field service management (FSM) software covering scheduling and dispatch, CRM, estimates and invoicing, payments, and communications.


    All calls are made to https://api.workiz.com/api/v1/ with the account API token embedded directly in the request path (https://api.workiz.com/api/v1/{api_token}/...). To obtain credentials, enable the Developer API add-on from the Workiz Feature Center / Marketplace and copy the API token (and secret) from Settings > Integrations. Responses are JSON, and HTTP status codes signal errors.


    Endpoint coverage is marked per operation with `x-endpoint-status`: `confirmed` operations are grounded in Workiz''s public developer docs and the community PHP/Python SDKs; `modeled` operations (some Lead writes, the Payments detail, and the webhook payloads) reflect capabilities exposed through Workiz''s UI and integration partners (Make, Pipedream) whose exact request/response shapes are gated behind the authenticated developer portal and are represented here as a best-effort model.'
  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'
  schemas:
    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'
    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
    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.
    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
    LeadResponse:
      type: object
      properties:
        flag:
          type: boolean
        data:
          $ref: '#/components/schemas/Lead'
  parameters:
    LeadUUID:
      name: UUID
      in: path
      required: true
      description: The UUID of the lead.
      schema:
        type: string