Workiz + ReferralHero Integrations, Built by an AI Agent
Put Workiz + ReferralHero to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Workiz and ReferralHero
See the kind of workflows teams build with Workiz and ReferralHero below — describe the exact one you want above and the Agent builds it on demand.
Workiz + ReferralHero
When a new subscriber is created in ReferralHero, sync customer details to Workiz.
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Update contact tags when new appointments are booked
When a client schedules a booking in Workiz, automatically create or update their record in ReferralHero and apply a meeting tag.
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Send automated follow-ups for canceled appointments
When an appointment is canceled or rescheduled in Workiz, automatically send a message through ReferralHero with rescheduling options.
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Create booking profiles from new marketing leads
When a new lead is captured in ReferralHero, automatically set up a customer record in Workiz so they can book an introductory call.
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Browse the full workflow library →
Looking to achieve something else with Workiz and ReferralHero?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Workiz and ReferralHero
Everything Workiz and ReferralHero can do inside a workflow — the triggers that start one and the actions that run when it fires.
Workiz Explore Workiz →
Workiz is a field service management platform that allows home service businesses to handle scheduling, dispatching, invoicing, and client communications.
TriggersTriggers when a job is completed and status has changed to Done
Triggers when a job status is changed
Triggers when a lead status is changed
Triggers when a new job is created.
Triggers when a new lead is created.
Schedules a new job in your Workiz account.
Schedules a new lead in your Workiz account.
ReferralHero Explore ReferralHero →
ReferralHero is a marketing automation platform designed to launch and scale viral referral and word-of-mouth campaigns.
TriggersTriggers when a new referral is added to your campaign.
Triggers when a new subscriber is added to your campaign.
Triggers when Referral status changes to unconfirmed or confirmed.
Triggers when a subscriber unlocks a reward.
Triggers when a subscriber is deleted from your campaign.
Adds a Points to Subscriber points.
Adds a new subscriber to a list.
Confirm a referral
Track a Referral Conversion Event
Adds a new transaction.
Update a subscriber in list
Other Scheduling & Booking apps on Knit
Explore more Scheduling & Booking integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
3veta
3veta is a communication platform designed for consultants and service providers to manage video meetings, scheduling, and payments.
Acuity Scheduling
Acuity Scheduling is an online appointment scheduling application that allows client-facing businesses to manage booking availability, intake forms, and payments.
Adventure Office
A business management software for outdoor tour operators that manages online reservations, activity scheduling, and customer bookings.
Agendize
Agendize is an online client management and appointment scheduling platform designed to streamline customer interactions and business booking workflows.
allGeo
A field service management platform providing automated workforce scheduling, time tracking, and location management tools.
Appointedd
Appointedd is an online booking and scheduling software that enables businesses to accept appointments and manage staff calendars.
Appointible
Appointible is an online appointment scheduling software that helps service-based businesses manage bookings, staff schedules, and client text reminders.
Appointlet
Appointlet is an online scheduling software that enables businesses to accept client appointments directly into their digital calendars.
Other Marketing Automation apps on Knit
Explore more Marketing Automation integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
4Dem.it
4Dem.it is an email and SMS marketing automation platform designed to create, send, and analyze multi-channel communication campaigns.
Acelle Mail
Acelle Mail is an open-source marketing automation platform for managing email lists and sending campaigns.
Act-On
Act-On is a marketing automation software platform designed to deliver targeted email campaigns, lead nurturing, and marketing analytics.
Active Campaign
ActiveCampaign is a customer experience platform that provides email marketing, marketing automation, and sales CRM tools for growing business teams.
ActiveCampaign
ActiveCampaign is a customer experience automation platform providing email marketing, marketing automation, and CRM tools.
ActiveDEMAND
ActiveDEMAND is an integrated marketing automation platform offering lead scoring, email automation, and call tracking for agencies.
ActiveTrail
An email marketing and automation platform providing newsletter delivery, landing pages, and SMS messaging solutions.
AddToWallet
A software platform that allows businesses to create, distribute, and manage digital passes, loyalty cards, and mobile wallet coupons.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Workiz + ReferralHero
Is there a pre-built Workiz + ReferralHero automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Workiz and ReferralHero's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Workiz or ReferralHero connector?
No. The Agent works whether or not Workiz or ReferralHero already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
What happens in ReferralHero when a client schedules a call in Workiz?
When a booking is made in Workiz, the contact profile in ReferralHero is automatically updated with meeting details and tagged for automated reminders.
Can new marketing leads automatically be prepared for scheduling?
Yes, capturing a new lead in ReferralHero can automatically create or update a customer profile in Workiz so they are ready to select a time.