--- title: "Connect Wheelbase to Workiz - APIANT.ai" description: "When \"New Customer\" fires in Wheelbase, your agent runs \"Create Lead\" in Workiz." canonical: "https://apiant.ai/connect/wheelbase-to-workiz" --- # Connect Wheelbase to Workiz When **New Customer** fires in [Wheelbase](https://apiant.ai/connections/wheelbase), your agent runs **Create Lead** in [Workiz](https://apiant.ai/connections/workiz). Describe the whole flow and it is built, tested on every scenario and kept running. Wheelbase **4** triggers Wheelbase **16** actions Workiz **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Wheelbase and Workiz to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Wheelbase can start in Workiz - When **New Customer** in Wheelbase then **Create Lead** in Workiz - When **New Message** in Wheelbase then **Update Lead** in Workiz Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Wheelbase and Workiz ## Triggers and actions 4 triggers · 27 actions - Trigger **New Customer** Triggered when a new customer is created or a marketplace guest books with the dealer. - Trigger **New Message** Triggers when a new message appears in a renter message thread, from the renter, your team or the system. If several messages arrive between checks, it fires once for that thread with the latest message. - Trigger **New or Updated Reservation** Triggers when a reservation is created or updated in Wheelbase. - Trigger **New Rental** Triggers when a new rental vehicle is added to your Wheelbase fleet. Requires a dealer account. - Action **Approve booking** Approves a booking from your side. Returns the updated booking; for a dealer-created booking this sends the customer their quote, and once both sides approve, payment is captured and the booking is confirmed. - Action **Cancel booking** Cancels a confirmed booking and returns the booking after the cancellation. Cancelling may trigger a refund under the listing's cancel policy. - Action **Create Customer** Creates a customer in your Wheelbase account. If a customer with the same email already exists, that customer is updated and returned instead of creating a duplicate. - Action **Create Reservation** Creates a reservation on a listing for the given dates, in negotiating status, for an existing or new customer. Returns the reservation with its pricing, payment schedule and trip details. - Action **Decline booking** Declines a booking that has not yet been confirmed and returns the booking after the action. A booking that is already confirmed cannot be declined and must be cancelled instead. - Action **Find a Customer** Returns the customers that match a name, email, phone number or customer id, including dealer-managed customers and marketplace guests who have booked with the dealer. - Action **Find a Rental** Returns the rental listings that match a location, travel dates, guest count, vehicle type or instant-book setting. - Action **Get booking** Returns a single booking by its id, including the renter, listing, dates, line items, totals and payment status. An error occurs if the booking is not found. - Action **Get customer** Returns a single customer by id, including contact details, address, archived status and booking stats. An error occurs if the customer is not found. - Action **Get listing** Returns the full, up-to-date detail for a single Wheelbase listing, including pricing, location, delivery options, owner, vehicle details and images. - Action **List booking payments** Returns a booking's itemized money movement: customer charges, refunds and scheduled future charges, plus payouts made to your account. - Action **List bookings** Returns the bookings your Wheelbase account participates in as owner or renter, optionally narrowed by status, customer or start date. - Action **List locations** Returns the dealer's pickup and drop-off locations, with each location's address, coordinates and weekly hours. - Action **Update customer** Updates the details of a customer your account manages, such as their name, contact details and address, and returns the updated customer. Marketplace customers cannot be edited. - Action **Update listing** Updates a listing's name, description, nightly price or instant-book setting, and returns the updated listing. - Action **Update Reservation** Updates the dates, guest count, discount code, insurance, delivery or add-ons on a reservation that has not yet been confirmed, and returns the updated reservation with its recalculated pricing. - Action **Add payment to job** Add a payment record to a job. - Action **Convert lead to job** Convert an existing lead into a job. - Action **Create Job** Schedules a new job in your Workiz account. - Action **Create Lead** Schedules a new lead in your Workiz account. - Action **Get Job** Fetch a single job's details by UUID. - Action **Get Lead** Fetch a single lead's details by UUID. - Action **List Jobs** Fetch a filtered list of jobs. - Action **List Leads** Fetch a filtered list of leads. - Action **List team members** Lists the active team members in the Workiz account. - Action **Update Job** Update an existing job's information. - Action **Update Lead** Update an existing lead's information. ## Each app on its own - [ **Wheelbase** All-in-one rentals suite that combines rental management software with $1M in insurance coverage.](https://apiant.ai/connections/wheelbase) - [ **Workiz** Workiz makes it easier than ever for service business owners to run their business, save time, make their...](https://apiant.ai/connections/workiz) Reviews ## What our customers say ## More from Wheelbase - [ **Wheelbase to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/wheelbase-to-zoom) - [ **Wheelbase to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/wheelbase-to-wix) - [ **Wheelbase to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/wheelbase-to-linkedin) - [ **Wheelbase to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/wheelbase-to-facebook) - [ **Wheelbase to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/wheelbase-to-anthropic) - [ **Wheelbase to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/wheelbase-to-supabase) ## More into Workiz - [ **HubSpot to Workiz** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-workiz) - [ **Salesforce to Workiz** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-workiz) - [ **Slack to Workiz** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-workiz) - [ **Google Sheets to Workiz** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-workiz) - [ **Gmail to Workiz** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-workiz) - [ **Google Calendar to Workiz** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-workiz) Questions ## Wheelbase and Workiz, answered ### ### What can start an automation from Wheelbase? Any of Wheelbase's 4 triggers in the catalog, including New Customer, New Message, New or Updated Reservation and New Rental. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Workiz when something happens in Wheelbase? Any of Workiz's 11 actions, including Create Job, Create Lead, Update Job and Update Lead. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Workiz to Wheelbase? Workiz has no triggers in the catalog today, so automations start in Wheelbase. If you need the other direction, ask: your agent reads Workiz's API documentation and adds it. ### ### Do I have to build a connector for Wheelbase or Workiz? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Wheelbase and Workiz without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.