Assign developer review tasks for new clients

When a new customer books a service through Workiz, generate and assign an onboarding task in Metals-API to the assigned engineer.

Try:

See all Metals-API + Workiz integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Metals-API Explore Metals-API →

Triggers

New issue captured

Fires when a new error or issue is captured in Metals-API.

Issue status changed

Fires when an issue's status changes in Metals-API.

Deployment tracked

Fires when a new deployment is tracked in Metals-API.

Actions

Create issue

Creates or updates an issue in Metals-API.

Assign issue

Assigns an issue in Metals-API to a teammate.

Resolve issue

Resolves or mutes an issue in Metals-API.

Workiz Explore Workiz →

Triggers

New booking made

Fires when a new booking or appointment is made in Workiz.

Booking rescheduled or canceled

Fires when a booking in Workiz is changed or canceled.

New customer

Fires when a new customer books for the first time in Workiz.

Actions

Create a booking

Creates a new booking or appointment in Workiz.

Cancel or reschedule a booking

Cancels or moves a booking in Workiz.

Create or update a customer

Creates or updates a customer record in Workiz.

Add the booking to a calendar

Adds a booking from Workiz to a connected calendar.

Log bug reports from technical support bookings When a client schedules a technical consultation in Workiz, automatically log a new issue in Metals-API to prepare your engineering team. See details

Schedule follow-up sessions when issues are resolved When an issue is marked resolved in Metals-API, create a follow-up booking in Workiz to review the fix with the customer. See details

See all Metals-API + Workiz integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Assign developer review tasks for new clients” between Metals-API and Workiz?

Yes — describe it in the box above and Knit's Integrations Agent researches Metals-API and Workiz's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why connect a scheduling tool like Workiz with a developer platform like Metals-API?

It allows technical support or onboarding teams to automatically log engineering issues or tasks directly from customer booking details.

Can booking changes in Workiz update engineering assignments in Metals-API?

Yes, customer bookings or cancellations can be tied directly to issue tracking so developers remain aligned with client meeting schedules.