STEP 1
Connect Agile CRM and Planning Center
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 Planning Center Integration
Keep Agile CRM and Planning Center in sync by integrating their events and actions. When crm events happen in Agile CRM, update the Planning Center automatically - without any line of code in visual workflow builder.
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Learn about Agile CRM and Planning Center
Detailed info you need to know about Agile CRM and Planning Center integrations in WEXTL. Explore which modules apps support and how you connect them.
Planning Center
Church management software for people, services, giving, groups, and check-ins. [6]
How to connect Agile CRM to Planning Center
Set up your Agile CRM and Planning Center integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Agile CRM and Planning Center 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 Planning Center. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Agile CRM and Planning Center work in WEXTL?
WEXTL exposes actions and triggers for Agile CRM and Planning Center 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.
Planning Center triggersAgile CRM actions
Planning Center modules
- Accept a ScheduleAccepts a scheduling request for a person.
- Add a Custom Field Value to a PersonSets a custom field value on a person.
- Add a Member to a GroupAdds a person to a group.
- Add an Address to a PersonAdds a mailing address to a person.
- Add an Email to a PersonAdds an email address to a person.
- Add an Item to a PlanAdds an item such as a song or header to a service plan.
- Add a Note to a PlanAdds a note to a service plan.
- Add a Note to a Workflow CardAdds a note to a workflow card.
- Add a Person to a HouseholdAdds a person to a household.
- Add a Person to a WorkflowAdds a person to a follow-up workflow.
- Add a Phone Number to a PersonAdds a phone number to a person.
- Add a Team Member to a PlanSchedules a person on a service plan team.
- Add a Time to a PlanAdds a service or rehearsal time to a plan.
- Approve a Group ApplicationApproves a request to join a group.
- Commit a BatchCommits a donation batch so its donations are recorded.
- Create a BatchCreates a new donation batch.
- Create a BlockoutCreates a blockout date for a person.
- Create a DonationCreates a donation in a batch.
- Create a HouseholdCreates a new household.
- Create an EpisodeCreates a new sermon episode.
- Create a NoteCreates a note on a person.
- Create a PersonCreates a new person profile.
- Create a PlanCreates a new service plan.
- Create a PledgeCreates a pledge for a donor.
- Create a SongCreates a new song in your song library.
- Decline a ScheduleDeclines a scheduling request for a person.
- Delete a BatchDeletes an uncommitted donation batch.
- Delete a Custom Field ValueDeletes a custom field value from a person.
- Delete a DonationDeletes a donation from an uncommitted batch.
- Delete an AddressDeletes a mailing address from a person.
- Delete an EmailDeletes an email address from a person.
- Delete a NoteDeletes a note from a person.
- Delete a PersonDeletes a person profile.
- Delete a Phone NumberDeletes a phone number from a person.
- Delete a PlanDeletes a service plan.
- Delete a Plan ItemDeletes an item from a service plan.
- Delete a Workflow CardDeletes a workflow card.
- Get a BatchReturns a single donation batch.
- Get a Calendar EventReturns a single calendar event.
- Get a Check-InReturns a single check-in.
- Get a Check-In EventReturns a single check-in event.
- Get a DonationReturns a single donation.
- Get a FormReturns a single form.
- Get a Form SubmissionReturns a single form submission.
- Get a FundReturns a single giving fund.
- Get a GroupReturns a single group.
- Get a Group EventReturns a single group event.
- Get a ListReturns a single saved people list.
- Get an AttendeeReturns a single signup attendee.
- Get an EpisodeReturns a single sermon episode.
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.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Agile CRM and Planning Center integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Agile CRM and Planning Center.
Connect your Agile CRM and Planning Center 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 Planning Center's "Watch Events" fires, WEXTL can "Create Company" in Agile CRM. Agile CRM has 16 actions (including Create Company, Create Contact, and Create Deal); Planning Center has 148 actions (including Accept a Schedule, Add a Custom Field Value to a Person, and Add a Member to a Group). 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-Planning Center 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 Planning Center) 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 + Planning Center 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 Planning Center integration.
- Agile CRM and Planning Center integration source code, module specs and credentials implementation.
- Our Agile CRM and Planning Center integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Agile CRM and Planning Center — 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
- Planning Center integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library