# Workiz AI employee

Viktor is an AI employee that connects to Workiz and helps you schedule and dispatch jobs for trades and construction crews, running 2 Workiz actions for you like Create Job and Create Lead. Ask in plain English from your workspace; Viktor does the work in Workiz and reports back. Viktor connects with a scoped API key.

- Tool: Workiz
- Category: Productivity
- Connection: API key
- Actions available: 2
- Currently available in: Slack and Microsoft Teams
- Page: https://viktor.com/integrations/workiz

## What is a Workiz AI agent?

A Workiz AI agent is an AI that connects to your Workiz account and completes work in it - it doesn't just answer questions about Workiz, it takes the actions. Viktor is an AI employee that works in Workiz on your behalf and delivers the finished result to your workspace.

Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right Workiz actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs.

### About Workiz

Workiz is the #1 all-in-one management platform for fieldservice businesses, including hvac, plumbing, garagedoor, electrcialcontracting, and more.

### How a run works

1. **You ask in your workspace** - Describe what you need in plain English
2. **Viktor picks the actions** - Selects from 2 Workiz actions, chains them together
3. **Runs in Workiz** - Helps you schedule and dispatch jobs for trades and construction crews - your real data.
4. **Reports back** - Delivers the finished result to your workspace

## Security and permissions

- Scoped API keys - Viktor stores your key securely, uses only the scopes you grant, and you can revoke it at any time.
- Review-first approvals: sensitive Workiz actions wait for your sign-off before they run.
- Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models.
- SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress.

## What can you ask Viktor to do in Workiz?

- "Schedule tomorrow's jobs in Workiz and send the crew their assignments."
- "Check Workiz for jobs behind schedule and flag them for follow-up."
- "Draft an invoice in Workiz for this completed job."
- "Watch Workiz for a customer complaint and alert me right away."

## How does Viktor work with Workiz?

1. Open Viktor in a supported workspace.
2. Connect Workiz with an API key - Viktor handles authentication.
3. Ask in plain English. Viktor runs the Workiz actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval.

## What can Viktor do in Workiz? (2 actions)

- **Create Lead** - Create a new lead in Workiz.
- **Create Job** - Creates a new job in Workiz.

## Viktor uses Workiz together with

- [Slack](https://viktor.com/integrations/slack)
- [Gmail](https://viktor.com/integrations/gmail)
- [Google Sheets](https://viktor.com/integrations/google-sheets)
- [HubSpot](https://viktor.com/integrations/hubspot)
- [Notion](https://viktor.com/integrations/notion)
- [Salesforce](https://viktor.com/integrations/salesforce)

## More Productivity integrations

- [GitHub](https://viktor.com/integrations/github)
- [Asana](https://viktor.com/integrations/asana)
- [Basecamp](https://viktor.com/integrations/basecamp)
- [Monday.com](https://viktor.com/integrations/monday-com)
- [Jira](https://viktor.com/integrations/jira)
- [Linear](https://viktor.com/integrations/linear)
- [Miro](https://viktor.com/integrations/miro)
- [ServiceM8](https://viktor.com/integrations/servicem8)

## FAQ

### Does Viktor integrate with Workiz?

Yes. Workiz is one of the 3,200+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in Workiz from their workspace - no workflow builder, no code.

### How do I connect Workiz to Viktor?

Ask Viktor in your workspace to connect Workiz, then paste an API key from your Workiz account when prompted. Viktor stores the key securely, uses only the scopes you grant, and you can revoke it at any time. Setup takes about two minutes.

### What can Viktor do in Workiz?

Viktor can run 2 Workiz actions, including Create Job and Create Lead - and chain them with other tools in a single request. In practice that means Viktor helps you schedule and dispatch jobs for trades and construction crews. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done.

### Do I need to build workflows to automate Workiz?

No. Viktor isn't a workflow builder - there are no triggers to map and no workflows to maintain. You ask for the outcome in plain English in your workspace, and Viktor decides which Workiz actions to take, runs them, and reports back.

### Is my Workiz data secure with Viktor?

Yes. Viktor connects to Workiz with a scoped API key, runs in an isolated environment per team, and never trains models on your data. Sensitive actions wait for your approval, and you can revoke access at any time. Viktor is SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress.

### How much does the Workiz integration cost?

Nothing extra - every integration, including Workiz, is available on every plan. You can start free with up to $100 in credits, no credit card required; paid plans start at $50/month.

### Can Viktor use Workiz together with my other tools?

Yes - that's the point. Viktor connects to 3,200+ tools and works across them in a single run: it can pull data from Workiz, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in your workspace.

## Get started

Viktor is free to start - up to $100 in credits, no credit card required. All 3,200+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.
