What actions can I run in Agendize?

51 actions are available, including "Get a Call", "Get a Client", and "Get a Discount", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Agendize Integrations

Online appointment scheduling and customer engagement platform for businesses. Connect Agendize availability events to the tools that prepare for the meeting.

Explore Documentation

GDPR
Data Encryption
2FA
Local Data Region

Watch AppointmentsWatches for newly created or updated appointments in Agendize.
Watch NotesTriggers when a note is created or updated in Agendize CRM.
Watch NotificationsWatches for newly created notifications in Agendize.
Get a CallRetrieves a call record from Agendize.
Get a ClientRetrieves a client from Agendize CRM by client ID or external ID.
Get a DiscountRetrieves a discount from Agendize.
Get an AppointmentRetrieves an appointment from a company's scheduling calendar.
Get a NoteRetrieves a note from Agendize CRM by note ID.
Get a QueueRetrieves a queue from Agendize.
Get a Staff MemberRetrieves a staff member from a company's scheduling calendar.
Get a TagRetrieves a contact tag from Agendize CRM by tag ID.
Get Queue RegistrationRetrieves a registration from a queue.
List ActivitiesRetrieves client activities from Agendize CRM.
List AppointmentsRetrieves a list of appointments from a company's scheduling calendar.
List CallsSearches call records in Agendize.
List ClientsRetrieves a paginated list of clients from Agendize CRM.
List DiscountSearches discounts in Agendize.
List NotesSearches for notes in Agendize CRM.
List NotificationsRetrieves appointment notifications from a company's scheduling calendar.
List Queue RegistrationsSearches registrations in a queue.
List QueuesSearches queues in Agendize.
List Staff MembersSearches for staff members in a company's scheduling calendar.
List TagsSearches for contact tags in Agendize CRM.
Create a CallCreates a new call record.
Create a ClientCreates a new client in Agendize CRM.
Create a DiscountCreates a new discount in Agendize.
Create an AppointmentCreates a new appointment in a company's scheduling calendar.
Create a NoteCreates a new note for a client in Agendize CRM.
Create a QueueCreates a new queue in Agendize.
Create a Queue RegistrationCreates a new registration in a queue.
Create a TagCreates a contact tag in Agendize CRM.
Create Email CampaignSends an email message to one or more recipients using Agendize Email Marketing.
Create Staff MemberCreates a new staff member in a company's scheduling calendar.
Delete a CallDeletes a call record from Agendize.
Delete a ClientDeletes a client from Agendize CRM.
Delete a DiscountPermanently deletes an existing discount from Agendize.
Delete an AppointmentDeletes an appointment from a company's scheduling calendar.
Delete a NoteDeletes a note from Agendize CRM.
Delete a QueueDeletes a queue from Agendize.
Delete a Queue RegistrationDeletes a registration from a queue.
Make an API CallPerforms an arbitrary authenticated API request to the Agendize API.
Merge ClientsMerges one client into another client in Agendize CRM.
Send Batch RequestExecutes multiple API operations in a single batch request.
Send SMS MessageSends an SMS message to one or more recipients.
Update a CallUpdates an existing call record.
Update a ClientUpdates an existing client in Agendize CRM.
Update a DiscountUpdates the details of an existing discount in Agendize.
Update an AppointmentUpdates an existing appointment in a company's scheduling calendar.
Update a NoteUpdates an existing note in Agendize CRM.
Update a QueueUpdates an existing queue in Agendize.
Update a Queue RegistrationUpdates an existing queue registration.
Update a Staff MemberUpdates an existing staff member in a company's scheduling calendar.
Update Client CompaniesAdds companies to an existing client in Agendize CRM.
Update Custom Working HoursAdds custom working hours periods to a staff member.

When to use Agendize

Common scenarios where Agendize automation saves time and reduces manual work.

React to "Watch Appointments" in Agendize in real time: route the event into CRM, chat, ticketing, or any connected service.
Use "Get a Client" as an automated action in Agendize so records stay consistent whenever something changes elsewhere in your stack.
Include "Watch Notifications" from Agendize in larger multi-tool workflows to move data end-to-end without hand-offs.

How to connect

Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.

Full API documentation

Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.

Connecting Agendize to WEXTL®

Field	Type	Help
API KeyRequired	password	Enter your API Key.
SSO TokenRequired	password	Enter your SSO token associated with your account.

Use in workflow automation

Start from Agendize’s Watch Appointments trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Delete an Appointment as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 54 ready-made steps for scheduling work, and every run records what went in and what came back.

Agendize workflow on the canvas: Watch Appointments then Delete an Appointment

Frequently asked questions

Common questions about automating Agendize in your workflows.

Agendize has 3 triggers, including "Watch Appointments", "Watch Notes", and "Watch Notifications". Use them to start workflows the moment Agendize events fire — no polling required.

Field

Type

Help

API KeyRequired

password

Enter your API Key.

SSO TokenRequired

password

Enter your SSO token associated with your account.

Use in workflow automation

Start from Agendize’s Watch Appointments trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Delete an Appointment as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 54 ready-made steps for scheduling work, and every run records what went in and what came back.

Agendize Integrations

When to use Agendize

How to connect

Use in workflow automation

Frequently asked questions

Agendize Integrations

When to use Agendize

How to connect

Connect Agendize to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Agendize to any app in workflows

Connect Agendize to any app in workflows

Connect Agendize to any app in workflows

Agendize Integrations

Agendize triggers and actions

When to use Agendize

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Agendize support?

What actions can I run in Agendize?

Do I need to write code to automate this?

Is the integration secure?

Agendize Integrations

Agendize triggers and actions

When to use Agendize

How to connect

Connect Agendize to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Agendize support?

What actions can I run in Agendize?

Do I need to write code to automate this?

Is the integration secure?

Connect Agendize to any app in workflows

Connect Agendize to any app in workflows

Connect Agendize to any app in workflows