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Quickly connect ScanPay to Workiz with a Zapier template.

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Create ScanPay invoices for new jobs done in Workiz
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Workiz + ScanPay

Create ScanPay invoices for new jobs done in Workiz

Details

Try it

Workiz + ScanPay

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Customer" from ScanPay.

Add your action

An action happens after the trigger—such as "Create Job" in Workiz.

You’re connected!

Zapier seamlessly connects ScanPay and Workiz, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Customer
Triggers when a new customer is created.
Trigger
Polling
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- Category ID
- Category Name
  Required
- Line Items
Action
Write
- Category ID
- Category Name
  Required
- Percentage of the Tax
  Required
- Line Items
- Service Charges
- Apply Tax To All Items
- Apply Tax To All Service Charges
Action
Write
Create Invoice - With Catalog Item
Creates and invoice using the catalog as a line item.
Action
Write
- Category ID
- Category Name
  Required
- Amount
  Required
- Percentage of the Tax
  Required
- Taxes
Action
Write

- Invoice ID
  Required
- Member ID
  Required
- Payment Method
- Send Receipt
Action
Write
Update Invoice - Without Catalog Item
Updates an invoice in the system. Invoice can be updated only if invoice is not paid and no active transaction going on for the invoice. Member who created the invoice can only edit it.
Action
Write

- Search
  Required
- Limit number of records
Action
Search
- Search
  Required
- Limit number of records
Action
Search
- Search
  Required
- Limit number of records
Action
Search
- Card last 4 digits
- Customer
- CustomerI ID
- From Date
- To Date
- Invoice Number
- Payment Method
- Receipt Number
- Status
- Limit number of records
Action
Search
Job Status Change
Triggers when a job status is changed
Trigger
Polling
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New Job
Triggers when a new job is created.
Trigger
Polling
Try It
- First Name
  Required
- Last name
- Phone
- Address
  Required
- City
  Required
- State
- PostalCode
  Required
- Jobs start time
  Required
- Job Type
  Required
- Service Area
- Email address
- Job source
- JobNotes
- Company
- Phone Ext
- Second Phone
- Second Phone Ext
- Unit
- Job End Date Time
- Client Id
Action
Write

New Invoice
Triggers when there is a new invoice.
Trigger
Polling
Try It
- Category ID
- Category Name
  Required
- Category ID
- Item Unit Price
  Required
- SKU
- Description
- Taxes
Action
Write
- First Name
  Required
- Last Name
  Required
- Phone Number
- Email
- Street
- City, State Country
- Zip Code
Action
Write
Create Invoice - Without Catalog Item
Creates an invoice without use of the Catelog Item
Action
Write
- Original Payment ID
  Required
- Amount
  Required
- Reason
Action
Write
Update Invoice - With Catalog Item
Updates an invoice in the system. Invoice can be updated only if invoice is not paid and no active transaction going on for the invoice. Member who created the invoice can only edit it.
Action
Write
- Card last 4 digits
- Customer
- CustomerI ID
- From Date
- To Date
- Invoice Number
- Member ID
  Required
- Payment Method
- Receipt Number
- Status
- Limit number of records
Action
Search
- Search
  Required
- Limit number of records
Action
Search
- Search
  Required
- Limit number of records
Action
Search
- Search
  Required
- Role
- Status
- Limit number of records
Action
Search
Job Is Done
Triggers when a job is completed and status has changed to Done
Trigger
Polling
Try It
Lead Status Change
Triggers when a lead status is changed
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
- First Name
  Required
- Last name
- Phone
- Address
  Required
- City
  Required
- State
- PostalCode
  Required
- Lead start time
- Email address
- Job source
- Description
- Company
Action
Write

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect ScanPay and Workiz to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your ScanPay to Workiz integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About ScanPay

At ScanPay, we provide fin-tech solutions to accept digital payments, managing cash flow with instant payouts & banking.

HelpHelp

Related categories

Payment Processing

About Workiz

Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

Connect ScanPay and Workiz to unlock the power of automation

Set up your first integration

Create ScanPay invoices for new jobs done in Workiz

Create ScanPay invoices for new jobs done in Workiz

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect ScanPay and Workiz to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect ScanPay to Workiz on the world's largest no-code automation platform