ERP · Integration
Workiz
Sourcing.sh, the data index for AI agents, plugs your market data into Workiz. Your customers, prospects and field accounts remain enriched and reliable over time. Your service teams rely on unique data.
What Sourcing.sh communicates with Workiz
Send the data
sourcing.sh pushes companies, profiles and fresh offers into your tool.
Refresh the data
Your records are re-crawled and updated continuously — the data no longer dies.
Send signals
Position changes, recruitments, hiring and timing signals pushed to your agents.
The index continuously feeds Workiz: enrichment of customer files, creation of qualified field service prospects and updating of accounts. Agents detect signals from an account and push them directly into the software to align planning and business development.
This record describes a compatibility to study. Availability, data exchanged, required rights and any costs are confirmed before activation. General API and webhooks require Scale.
Your workflow
The right data. The right action.
New information, a detected change or a record to complete: your agent checks the data and applies the rules you defined.
Create a record, update approved fields or request human approval: you stay in control before data reaches your tool.
New or more recent data
Our index and partner indexes
Create a record
Update
Human approval
Workiz
Data in your tool
Workflow to configure with your team
How it works
- 01
Frame the connection to Workiz
Confirm compatible objects and necessary rights: OAuth, API key or export.
- 02
Define exchanges
Choose the fields to complete and the update rules in Workiz.
- 03
Plan the checks
Choose the cadences and actions to trigger when a change is detected.
Your next step
Turn data into action.
Find the right contacts, keep your data up to date and connect your tools.