STEP 1
Connect AgentX and Oro CRM
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 Oro CRM Integration
Connect AgentX to Oro CRM on visual integration builder following simple steps below. When ai event fired from AgentX, it will run actions inside Oro CRM app - exactly how you set them in your crm automation. No coding skills required.
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Learn about AgentX and Oro CRM
Detailed info you need to know about AgentX and Oro CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect AgentX to Oro CRM
Set up your AgentX and Oro CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgentX and Oro CRM 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 Oro CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgentX and Oro CRM work in WEXTL?
WEXTL exposes actions and triggers for AgentX and Oro CRM 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.
Oro CRM triggersAgentX actions
Oro CRM modules
- Create a Checkout RecordInitiates a checkout record.
- Create a ContactCreates a new contact in the service.
- Create a ConversationCreates a new conversation record.
- Create a CustomerCreates a new customer record.
- Create a Customer AddressCreates a new customer address record.
- Create a Customer GroupCreates a new customer group record.
- Create a Customer Tax CodeCreates a new customer tax code record.
- Create a ProductCreates a new product record.
- Create a Product DescriptionCreates a new product description record.
- Create a Product ImageCreates a new product image.
- Create a Product PriceCreates a new product price record.
- Create a Shipping TrackingCreates a new shipping tracking record.
- Create an AccountCreates a new account.
- Create an OrderCreates a new order record.
- Create an Order AddressCreates a new order address.
- Create an Order DiscountCreates a new order discount record.
- Create an Order Line ItemCreates a new order line item record.
- Create Product Kit ItemsCreates new product kit items.
- Delete a Checkout RecordDeletes a checkout record from the system.
- Delete a ContactDeletes a contact by ID.
- Delete a ConversationDeletes a specific conversation record.
- Delete a CustomerDeletes a specific customer record.
- Delete a Customer GroupDeletes a specific customer group record.
- Delete a Customer TaxcodeDeletes a specific customer tax code record.
- Delete a ProductDeletes a product record.
- Delete a Product DescriptionDeletes a product description record.
- Delete a Product ImageDeletes a product image from the specified product.
- Delete a Product PriceDeletes a product price record.
- Delete a Shipping TrackingDeletes a shipping tracking from the system.
- Delete an AccountDeletes an account by ID.
- Delete an AddressDeletes a specific customer address record.
- Delete an OrderDeletes a specific order record.
- Delete an Order AddressDeletes a specific order address using its ID.
- Delete an Order DiscountRemoves a specific order discount record.
- Delete an Order Line ItemDeletes a specific order line item record.
- Delete Product Kit ItemsDeletes product kit items from the system.
- Get a Checkout RecordRetrieves a checkout record.
- Get a ContactRetrieves a contact's details by ID.
- Get a ConversationRetrieves a specific conversation record.
- Get a CustomerRetrieves a specific customer record.
- Get a Customer ConversationRetrieves the record of the customer that a specific conversation belongs to.
- Get a Customer GroupRetrieves a specific customer group record.
- Get a Customer Tax CodeRetrieves a specific customer tax code record.
- Get a ProductRetrieves a product record.
- Get a Product DescriptionRetrieves a product description record.
- Get a Product Kit's ItemsRetrieves the items from a specified product kit.
- Get a Product PriceRetrieves the price record of a specified product.
- Get a Shipping TrackingRetrieves the shipping tracking information for a given shipment.
- Get an AccountRetrieves details of an account by ID.
- Get an AddressRetrieves a specific customer address record.
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 Oro CRM.
Connect your AgentX and Oro CRM 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 Oro CRM's "Watch Accounts" fires, WEXTL can "Create Conversation" in AgentX. AgentX has 19 actions (including Create Conversation, Create Speech, and Create Speech Stream); Oro CRM has 95 actions (including Create a Checkout Record, Create a Contact, and Create a Conversation). 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-Oro CRM 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 Oro CRM) 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 + Oro CRM 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 Oro CRM integration.
- AgentX and Oro CRM integration source code, module specs and credentials implementation.
- Our AgentX and Oro CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgentX and Oro CRM — 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
- Oro CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library