Articles on: CRM Integrations

How to Connect LeadTruffle to Workiz

📝 Generate your Workiz API credentials and add them to LeadTruffle to connect the two accounts.



Table of contents





What you'll need


  • Admin access to your Workiz account (or someone who can turn on the Account Settings permission for you)
  • Admin access to your LeadTruffle account


Connecting Workiz takes two credentials: an API Token and an API Secret. You'll generate both in Workiz, then paste them into LeadTruffle.




Step 1: Enable the Developer API add-on in Workiz


Before you can generate credentials, you need to turn on the Developer API add-on in Workiz.


  1. From the Workiz navigation bar, select the Feature Center.
  2. Select Developer API.
  3. Select Get started to enable the add-on.


Not seeing the Feature Center? You may not have the right permissions. Ask your account admin to turn on the Account Settings permission for your user type from the Roles & Permissions page.




Step 2: Get your Workiz API credentials


  1. From the Workiz navigation bar, select the profile icon → Settings.
  2. Under Integrations, select Developer.
  3. Copy your API Token and API Secret using the copy icon next to each.




Your API Token will look something like this:


api_xxxxxxxxxxxxxxxxxxxxxxxxxxxx


Keep your API Secret private. Treat it like a password — anyone with both credentials can access your Workiz account through the API.


Not seeing the Developer settings page? As in Step 1, this usually means a permissions issue. Have your admin enable the Account Settings permission from the Roles & Permissions page.




Step 3: Add your credentials to LeadTruffle


  1. In LeadTruffle, open the Workiz integration settings.
  2. Paste your Workiz API Token into the API Token field.
  3. Paste your Workiz API Secret into the API Secret field.
  4. Enable the integration.




That's it — LeadTruffle is now connected to your Workiz account.



What's next


With Workiz connected, you can:





Troubleshooting


Problem

What to check

Can't find Feature Center or Developer settings

You're likely missing the Account Settings permission — ask your admin to enable it

Connection fails in LeadTruffle

Re-copy both credentials directly from Workiz; a missing character or extra space will cause it to fail

Credentials work then stop

If the API Token was regenerated in Workiz, paste the new values into LeadTruffle




Need help? Contact us at support@leadtruffle.com or message the team via the chat on this article or in-app.

Updated on: 04/06/2026

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