STEP 1
Connect Agile CRM and VaultRE
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 VaultRE Integration
Build crm workflows between Agile CRM and VaultRE on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Agile CRM and VaultRE
Detailed info you need to know about Agile CRM and VaultRE integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Agile CRM to VaultRE
Set up your Agile CRM and VaultRE integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Agile CRM and VaultRE 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 VaultRE. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Agile CRM and VaultRE work in WEXTL?
WEXTL exposes actions and triggers for Agile CRM and VaultRE 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.
VaultRE triggersAgile CRM actions
VaultRE modules
- Add a Property LandlordAdds a landlord for specified property life.
- Add a Property OwnerAdds an owner for specified property life.
- Add a Property PurchaserAdds a purchaser for specified property life.
- Add a Property TenantAdds a tenant for specified property life.
- Add Contact NoteCreates a note for a contact.
- Add Property NoteCreates a note for a property.
- Create a BuildingCreates a building record.
- Create a ContactCreates a new contact.
- Delete a BuildingDeletes a building record.
- Delete a ContactDeletes a contact by its ID.
- Delete a Contact NoteDeletes a single note from a contact.
- Delete a PropertyDeletes a property by ID.
- Delete a Property LandlordRemoves a landlord from a specified property life.
- Delete a Property NoteDeletes a property note by ID.
- Delete a Property OwnerRemoves an owner from a specified property life.
- Delete a Property PurchaserRemoves a purchaser from a specified property life.
- Delete a Property TenantRemoves a tenant from a specified property life.
- Get a ContactRetrieves a single contact.
- Get a Contact NoteRetrieves a single contact note.
- Get a PropertyRetrieves a single property.
- Get a Property NoteRetrieves a property note by ID.
- Get Property FeaturesRetrieves list of features for a property.
- Get Property Sale / Lease DataRetrieves a sale or lease data for an existing property.
- List BuildingsRetrieves a list of buildings.
- List Contact Calendar EventsRetrieves a list of events for a single contact. Requires token obtained directly from VaultRE.
- List Contact NotesRetrieves notes for a contact.
- List Property NotesRetrieves notes for a property.
- List Property Sale HistoryRetrieves sale history of a property.
- Make an API CallPerforms an arbitrary authorized API call.
- Search Buildings by NameSearches buildings by name.
- Search ContactsSearches for contacts by a variety of criteria.
- Search PropertiesSearches for properties.
- Search Properties by AddressSearches properties by address.
- Search Property LandlordsSearches for property landlords.
- Search Property OwnersSearches for property owners.
- Search Property PurchasersSearches for property purchasers.
- Search Property TenantsSearches for property tenants.
- Send Email to a ContactSends email to a single contact. Requires a token obtained directly from VaultRE.
- Send SMS to a ContactSends SMS to a single contact. Requires a token obtained directly from VaultRE.
- Touch a ContactMarks a single contact as touched.
- Update a BuildingUpdates a building record.
- Update a ContactUpdates an existing contact.
- Update a Property LandlordsUpdates landlords for specified property life.
- Update a Property OwnersUpdates owners for specified property life.
- Update a Property PurchasersUpdates purchasers for specified property life.
- Update a Property TenantsUpdates tenants for specified property life.
- Update Contact NoteUpdates a contact note.
- Update Property NoteUpdates a property note.
- Watch New ContactsWatches for created contacts.
- Watch New PropertiesWatches for created properties.
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 VaultRE.
Connect your Agile CRM and VaultRE 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 VaultRE's "Watch New Contacts" fires, WEXTL can "Create Company" in Agile CRM. Agile CRM has 16 actions (including Create Company, Create Contact, and Create Deal); VaultRE has 48 actions (including Add a Property Landlord, Add a Property Owner, and Add a Property Purchaser). 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-VaultRE 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 VaultRE) 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 + VaultRE 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 VaultRE integration.
- Agile CRM and VaultRE integration source code, module specs and credentials implementation.
- Our Agile CRM and VaultRE integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Agile CRM and VaultRE — 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
- VaultRE integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library