STEP 1
Connect Agile CRM and Endear
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Agile CRM and Endear Integration
Keep Agile CRM and Endear in sync by integrating their events and actions. When crm events happen in Agile CRM, update the Endear automatically - without any line of code in visual workflow builder.
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Learn about Agile CRM and Endear
Detailed info you need to know about Agile CRM and Endear integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Agile CRM to Endear
Set up your Agile CRM and Endear integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Agile CRM and Endear 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 Agile CRM and Endear. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Agile CRM and Endear work in WEXTL?
WEXTL exposes actions and triggers for Agile CRM and Endear 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.
Endear triggersAgile CRM actions
Endear modules
- Assign a Task to UsersAssigns a task to users.
- Cancel an Appointment Booking EventCancels an appointment booking event.
- Create a CustomerCreates a new customer.
- Create a NoteCreates a new note.
- Create a Note CommentAdds a comment to a note.
- Create a TaskCreates a new task.
- Create an Appointment Booking EventCreates an appointment booking event.
- Delete a Note CommentDeletes a comment from a note.
- Delete a TaskDeletes a task from the system.
- Get a ConversationRetrieves details for a specific conversation.
- Get a NoteRetrieves details for a specific note.
- Get a Note CommentRetrieves details for a specific comment.
- Get a StoryRetrieves details for a specific story.
- Get a TaskRetrieves details for a specific task.
- Get a TeamRetrieves details for a specific team.
- Get a UserRetrieves details for a specific user.
- List Appointment Booking PagesRetrieves a list of appointment booking pages.
- List Appointment Booking Pages by IDsRetrieves a list of appointment booking pages by IDs.
- List Appointment CalendarsRetrieves a list of appointment calendars.
- List Appointment CalendarsLists appointment calendars by IDs.
- List Appointment EventsLists appointment events by calendar event IDs.
- List Appointment TypesLists appointment types from the service.
- List Appointment TypesRetrieves a list of appointment types by IDs.
- List ConversationsRetrieves a list of conversations.
- List CustomersRetrieves a list of customers.
- List MessagesRetrieves messages associated with a conversation.
- List Messages by IDsRetrieves messages associated with a conversation by IDs.
- List Note CommentsRetrieves comments attached to notes.
- List NotesRetrieves a list of notes.
- List StoriesRetrieves stories shared within the organization.
- List TasksRetrieves a list of tasks.
- List TeamsRetrieves a list of teams.
- List UsersRetrieves a list of users.
- Make an API CallPerforms an arbitrary authorized API call.
- Request a Customer DeletionRequests the deletion of a customer from the service.
- Reschedule an Appointment Booking EventReschedules an appointment booking event.
- Unassign a Task from UsersUnassigns a task from specified users.
- Update a CustomerUpdates a customer in the system with new information.
- Update a NoteUpdates an existing note in the system.
- Update a Note CommentUpdates a comment attached to a note.
- Update a TaskUpdates a task in the service.
- Update a UserUpdates user information in a specified system or application.
- Watch Appointment Booking PagesTriggers when an appointment booking page is viewed or interacted with.
- Watch Appointment CalendarTriggers when an appointment is added or updated in the calendar.
- Watch Appointment TypesTriggers when appointment types are watched.
- Watch ConversationTriggers when a new conversation is created.
- Watch CustomersTriggers when a new customer is created.
- Watch MessagesTriggers when new messages are received.
- Watch Note CommentTriggers when a note comment is created.
- Watch NotesTriggers when a new note is created or an existing note is updated.
Agile CRM modules
- Create CompanyCreates a new company.
- Create ContactCreates a new contact.
- Create DealCreates a new deal.
- Delete CompanyDeletes a company.
- Delete ContactDeletes a contact.
- Delete DealDeletes a deal.
- Get CompanyReturns a single company by ID.
- Get ContactReturns a single contact by ID.
- Get DealReturns a single deal by ID.
- List CompaniesRetrieves a paginated list of companies.
- List ContactsRetrieves a paginated list of contacts.
- List DealsRetrieves a paginated list of deals.
- Make an API CallPerforms an arbitrary authorized API call.
- Update CompanyPartially updates a company.
- Update ContactPartially updates a contact.
- Update DealPartially updates a deal.
Frequently asked questions
Common questions about connecting Agile CRM and Endear.
Connect your Agile CRM and Endear 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 Endear's "Watch Appointment Booking Pages" fires, WEXTL can "Create Company" in Agile CRM. Agile CRM has 16 actions (including Create Company, Create Contact, and Create Deal); Endear has 42 actions (including Assign a Task to Users, Cancel an Appointment Booking Event, and Create a Customer). 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. Agile CRM-to-Endear 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 Agile CRM (or Endear) 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 Agile CRM + Endear 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 Agile CRM and Endear integration.
- Agile CRM and Endear integration source code, module specs and credentials implementation.
- Our Agile CRM and Endear integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Agile CRM and Endear — 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.
- Agile CRM integration information
- Endear integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library