Connect workiz and outline to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for workiz
Choose an Action
Automatically do this!
Create Document
Create an Attachment
Delete an Attachment
Update a Collection
Delete Collection
Update a Document
Delete Document
Create a Group
Update a group
Delete a Group
Create Collection
Create a Comment
Delete a Comment
Create a Star
Delete a Star
Update a stars order in the sidebar
Enable Integrations or automations with these events of workiz and outline
Enable Integrations or automations with these events of workiz and outline
Triggers
New Document Published
Triggers when a new document is published.
Collection Created
Triggers when a new collection is created in outline account.
Document Created
Triggers when a new document is created in outline account.
Group Created
Triggers when a new group is created in outline.
Stars Created
Triggers when a document or collection is starred.
Comments Created
Triggers when a new comment is added to a document .
Actions
Create Document
Creates a document in outline.
Create an Attachment
Creates an attachment record and upload URL.
Delete an Attachment
Removes an attachment by ID.
Update a Collection
Updates an existing collection’s details.
Delete Collection
Delete a collection and all of its documents.
Update a Document
It allows you to modify an already created document.
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Frequently Asked Questions
To start, connect both your workiz and outline accounts to viaSocket. Once connected, you can set up a workflow where an event in workiz triggers actions in outline (or vice versa).
Absolutely. You can customize how workiz data is recorded in outline. This includes choosing which data fields go into which fields of outline, setting up custom formats, and filtering out unwanted information.
The data sync between workiz and outline typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between workiz and outline. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreAbout outline
Outline is a fast, open‑source team knowledge base and wiki for organizing internal documentation, product specs, support answers, meeting notes, and onboarding. It features a blazing‑fast Markdown editor with slash commands, real‑time collaboration with comments and threads, powerful search with optional AI answers, and 20+ integrations including Slack, Figma, and Loom. Teams can manage permissions, guest access, and public sharing, and customize branding with custom domains; it’s available both as a hosted cloud service and a self‑hosted deployment. Designed for speed, simplicity, and transparency, Outline serves as a shared long‑term memory for modern teams.
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