STEP 1
Connect Agendize and Exely PMS
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Agendize and Exely PMS Integration
Build scheduling workflows between Agendize and Exely PMS on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Agendize and Exely PMS
Detailed info you need to know about Agendize and Exely PMS integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Agendize to Exely PMS
Set up your Agendize and Exely PMS integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Agendize and Exely PMS nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Agendize and Exely PMS. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Agendize and Exely PMS work in WEXTL?
WEXTL exposes actions and triggers for Agendize and Exely PMS that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Agendize triggersExely PMS actions
Agendize modules
- 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 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 an AppointmentCreates a new appointment in a company's scheduling calendar.
- 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 a NoteDeletes a note from Agendize CRM.
- Delete a QueueDeletes a queue from Agendize.
- Delete a Queue RegistrationDeletes a registration from a queue.
- Delete an AppointmentDeletes an appointment from a company's scheduling calendar.
- 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 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 an AppointmentRetrieves an appointment from a company's scheduling calendar.
- 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.
- 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 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 an AppointmentUpdates an existing appointment in a company's scheduling calendar.
- Update Client CompaniesAdds companies to an existing client in Agendize CRM.
Exely PMS modules
- Add a Payment to a Room StayRecords a payment for a specific stay within a booking using a selected payment system.
- Add Refund to Room StayRecords a refund for a specific stay within a booking using the selected payment system.
- Assign a Room to StayAssigns a specific room or suite to a room stay.
- Assign Rooms to Booking StaysAssigns a room or suite to one or more stays within a booking.
- Cancel a Service TransactionCancels a previously recorded service transaction for a service provider.
- Create a Service Provider TransactionRecords services provided to a guest and creates a transaction for the service provider.
- Get a BookingRetrieves detailed information about a booking using the booking number, including customer details, room stays, pricing information, and booking status.
- Get a GuestRetrieves detailed information about a specific guest profile.
- Get Available Payment SystemsRetrieves the list of payment methods available for a specific stay within a booking.
- Get Available Rooms for a BookingRetrieves the list of available rooms for each stay in a booking.
- Get Guest Loyalty CardsRetrieves the loyalty cards associated with a specific guest profile.
- Get Guest Room StaysRetrieves the list of room stays associated with a specific guest profile.
- List Assigned Room ServicesRetrieves the list of assigned room cleaning services within a specified date range.
- List Booking InvoicesRetrieves all invoices associated with a booking, including invoice items, payer details, and totals.
- List BookingsSearches for bookings using filtering parameters such as booking state, room identifier, or modification dates and returns booking numbers matching the specified criteria.
- List CompaniesRetrieves the list of companies associated with the provider.
- List EmployeesRetrieves the list of employees associated with the provider.
- List GuestsSearches guest profiles using filters such as name, phone number, or room identifier.
- List Room RepairsRetrieves the list of room maintenance or repair records within a specified date range.
- List Room ServicesRetrieves the list of available room service types.
- List RoomsSearches rooms or suites and optionally filters them by room type.
- Make an API CallPerforms an arbitrary authorized API call.
- Record a Payment for a Service TransactionRecords a payment for a service provider transaction.
- Set a Guest's Birth AddressRecords the country of birth for a specific guest profile.
- Set Actual Check-In TimeRecords the actual check-in time for a specific stay within a booking.
- Set Actual Check-Out TimeRecords the actual check-out time for a specific stay within a booking.
- Set Guest Personal DocumentAdds or updates identity document details for a specific guest.
- Upload Guest Personal Document FilesUploads scanned identity document files for a specific guest profile.
- Watch Assigned Room ServicesTriggers when room service assignments, such as housekeeping or cleaning tasks, are scheduled within the selected time window.
- Watch BookingsTriggers when a booking is created or updated.
- Watch Room RepairsTriggers when there are updates or new records in room maintenance.
Frequently asked questions
Common questions about connecting Agendize and Exely PMS.
Connect your Agendize and Exely PMS accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Agendize's "Watch Appointments" fires, WEXTL can "Add a Payment to a Room Stay" in Exely PMS. Agendize has 3 triggers (including Watch Appointments, Watch Notes, and Watch Notifications); Exely PMS has 28 actions (including Add a Payment to a Room Stay, Add Refund to Room Stay, and Assign a Room to Stay). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Agendize-to-Exely PMS automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Agendize (or Exely PMS) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Agendize + Exely PMS automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Agendize and Exely PMS integration.
- Agendize and Exely PMS integration source code, module specs and credentials implementation.
- Our Agendize and Exely PMS integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Agendize and Exely PMS — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Agendize integration information
- Exely PMS integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library