Select Agile CRM in workflow
Pick Agile CRM app in the workflow builder [4] - just one click to select the app.
Triggers can detect changes in Agile CRM and run actions that can create, search or modify data inside Agile CRM automatically [3] — exactly how you set them.
3 simple steps to make your Agile CRM connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
Pick Agile CRM app in the workflow builder [4] - just one click to select the app.
When prompted, authorize access to Agile CRM in WEXTL once. Agile CRM credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Agile CRM account. Approve?
Build your workflow with Agile CRM yourself or with WEXTL® AI Builder. Connect Agile CRM to any available integrations [5], or use HTTP node to go beyond them.
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Agile CRM app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Agile CRM supports.
The following table illustrates what fields Agile CRM integration require during authorization flow inside our workflow builder [4].
Demonstration of Agile CRM connection step inside WEXTL Workflow Builder [4].
| Field | Type | Help |
|---|---|---|
DomainRequired | text | Subdomain only, e.g. mycompany (full URL: https://mycompany.agilecrm.com/dev). |
EmailRequired | text | Account email — Basic auth username. |
API KeyRequired | password | REST API key from Admin Settings → API & Analytics (not the JS analytics key). |
Enter a name of the other app you want to sync with Agile CRM below. Click on selected app to explore integration options with Agile CRM. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Select Get Company action from Agile CRM - this will be a starting point in your automation. Whenever event happens in Agile CRM, workflow will start [7] from Get Company node.
Search for Delete Company, connect it as the next step of integration sequence. You can use filters between Get Company and Delete Company, so only important data pass from Get Company to the next step. WEXTL gives you full control over the process of Agile CRM automation. All parts of workflow are visible on the canvas [4].
Agile CRM on WEXTL has 16 modules for combining crm automations. Explore Agile CRM documentation for more.
Demonstration of how visual Agile CRM automation [6] looks in WEXTL.
Common questions about automating Agile CRM in your workflows.
List of sources used to gather information about the Agile CRM integration.