STEP 1
Connect AgentX and OpenCRM
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
AgentX and OpenCRM Integration
Wire AgentX's ai events straight into OpenCRM's crm actions on the WEXTL® visual canvas. Handoffs between your ai and crm tools stay automatic - drag the nodes, map the fields once, and let AI carry the rest. 3-step setup, no code, no engineering ticket.
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Learn about AgentX and OpenCRM
Detailed info you need to know about AgentX and OpenCRM integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect AgentX to OpenCRM
Set up your AgentX and OpenCRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgentX and OpenCRM 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 AgentX and OpenCRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgentX and OpenCRM work in WEXTL?
WEXTL exposes actions and triggers for AgentX and OpenCRM 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.
OpenCRM triggersAgentX actions
OpenCRM modules
- Create or Update ActivityCreates a new activity or updates an existing one by ID.
- Create or Update AssetCreates a new asset or updates an existing one by ID.
- Create or Update CompanyCreates a new company or updates an existing one by ID.
- Create or Update ContactCreates a new contact or updates an existing one by ID.
- Create or Update Contact Custom 1Creates or updates a contact using the first set of custom fields.
- Create or Update Contact Custom 2Creates or updates a contact using the second set of custom fields.
- Create or Update ContractCreates a new contract or updates an existing one by ID.
- Create or Update HelpdeskCreates a new helpdesk ticket or updates an existing one by ID.
- Create or Update InvoiceCreates a new invoice or updates an existing one by ID.
- Create or Update LeadCreates a new lead or updates an existing one by ID.
- Create or Update OpportunityCreates a new sales opportunity or updates an existing one by ID.
- Create or Update ProjectCreates a new project or updates an existing one by ID.
- Create or Update Purchase OrderCreates a new purchase order or updates an existing one by ID.
- Create or Update QuoteCreates a new quote or updates an existing one by ID.
- Create or Update Sales OrderCreates a new sales order or updates an existing one by ID.
- Get Activity CountReturns the total count of activity records in the account.
- Get Asset CountReturns the total count of asset records in the account.
- Get Company CountReturns the total count of company records in the account.
- Get Contact CountReturns the total count of contact records in the account.
- Get Contract CountReturns the total count of contract records in the account.
- Get Invoice CountReturns the total count of invoice records in the account.
- Get Lead CountReturns the total count of lead records in the account.
- Get Opportunity CountReturns the total count of sales opportunity records in the account.
- Get Product CountReturns the total count of product records in the account.
- Get Purchase Order CountReturns the total count of purchase order records in the account.
- Get Quote CountReturns the total count of quote records in the account.
- Get Sales Order CountReturns the total count of sales order records in the account.
- Get Ticket CountReturns the total count of support ticket records in the account.
- Get User CountReturns the total count of user records in the account.
- List ActivitiesSearches and returns a list of activity records matching the given filters.
- List AssetsSearches and returns a list of asset records matching the given filters.
- List CompaniesSearches and returns a list of company records matching the given filters.
- List ContactsSearches and returns a list of contact records matching the given filters.
- List ContractsSearches and returns a list of contract records matching the given filters.
- List InvoicesSearches and returns a list of invoice records matching the given filters.
- List LeadsSearches and returns a list of lead records matching the given filters.
- List OpportunitiesSearches and returns a list of sales opportunity records matching the given filters.
- List ProductsSearches and returns a list of product records matching the given filters.
- List ProjectsSearches and returns a list of project records matching the given filters.
- List Purchase OrdersSearches and returns a list of purchase order records matching the given filters.
- List QuotesSearches and returns a list of quote records matching the given filters.
- List Sales OrdersSearches and returns a list of sales order records matching the given filters.
- List TicketsSearches and returns a list of support ticket records matching the given filters.
- List UsersSearches and returns a list of user records matching the given filters.
- Make an API CallExecutes an arbitrary authenticated HTTP request against the OpenCRM API.
- Retrieve a CompanyRetrieves a single company record by its ID.
- Retrieve a ContactRetrieves a single contact record by its ID.
- Retrieve a LeadRetrieves a single lead record by its ID.
- Retrieve a ProductRetrieves a single product record by its ID.
- Retrieve a ProjectRetrieves a single project record by its ID.
AgentX modules
- Create ConversationCreates a new conversation with an agent.
- Create SpeechSynthesizes speech from text.
- Create Speech StreamSynthesizes speech from text.
- Delete Conversation ContextClears a conversation's memory context.
- Get AgentReturns an agent's info and current configuration.
- Get ConversationReturns a conversation and its messages.
- Get Message TraceReturns the prompt-trace id for a message.
- Get ProfileReturns the authenticated user profile.
- Get TraceReturns detailed prompt-trace information.
- List AgentsRetrieves the agents this key can use.
- List ConversationsRetrieves conversations for an agent.
- Make an API CallPerforms an arbitrary authorized API request to the AgentX API.
- Send MessageSends a message to a conversation.
- Send Message and WaitSends a message and waits for the full reply.
- Send Message and Wait for JSONSends a message and waits for the full reply.
- Send Message with AttachmentSends a message with a file to a conversation.
- Send Speech RecognitionTranscribes speech from audio.
- Update Conversation ContextAdds memory context to a conversation without sending a chat.
- Update Message VoteRecords a vote on a conversation message.
Frequently asked questions
Common questions about connecting AgentX and OpenCRM.
Connect your AgentX and OpenCRM 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 OpenCRM's "Watch Activities" fires, WEXTL can "Create Conversation" in AgentX. AgentX has 19 actions (including Create Conversation, Create Speech, and Create Speech Stream); OpenCRM has 59 actions (including Create or Update Activity, Create or Update Asset, and Create or Update Company). 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. AgentX-to-OpenCRM 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 AgentX (or OpenCRM) 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 AgentX + OpenCRM 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 AgentX and OpenCRM integration.
- AgentX and OpenCRM integration source code, module specs and credentials implementation.
- Our AgentX and OpenCRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgentX and OpenCRM — 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.
- AgentX integration information
- OpenCRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library