STEP 1
Connect Agile CRM and Xentral
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 Xentral Integration
Build crm workflows between Agile CRM and Xentral 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 Xentral
Detailed info you need to know about Agile CRM and Xentral integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Agile CRM to Xentral
Set up your Agile CRM and Xentral integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Agile CRM and Xentral 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 Xentral. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Agile CRM and Xentral work in WEXTL?
WEXTL exposes actions and triggers for Agile CRM and Xentral 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.
Xentral triggersAgile CRM actions
Xentral modules
- Cancel a Purchase OrderCancels a purchase order in the system.
- Create a Contact PersonCreates a contact person in the database.
- Create a CustomerCreates a customer in the system.
- Create a Customer AddressCreates a customer address.
- Create a LiabilityCreates a new liability record in the system.
- Create a ProductCreates a product in the inventory system.
- Create a Purchase OrderCreates a new purchase order in the system.
- Create a UserCreates a new user in the system.
- Create an InvoiceCreates an invoice in the system for a specific transaction or order.
- Delete a Contact PersonDeletes a contact person from the service.
- Delete a CustomerDeletes a customer from the service.
- Delete a Customer AddressDeletes a customer address from the database.
- Delete a Draft Sales OrderDeletes a draft sales order in the system.
- Delete a ProductDeletes a product from the inventory.
- Delete a UserDeletes a user from the system.
- Delete an InvoiceDeletes an invoice from the system.
- Get a Contact PersonRetrieves a contact person by their ID.
- Get a CustomerRetrieves a customer by ID or other identifying information.
- Get a Customer AddressRetrieves a customer address from the service.
- Get a LiabilityRetrieves information about a specific liability.
- Get a Payment TransactionRetrieves a payment transaction.
- Get a ProductRetrieves a product from the service using specific identifiers such as product ID or name.
- Get a Purchase OrderRetrieves a purchase order by ID.
- Get a Sales OrderRetrieves a sales order from the service.
- Get a UserRetrieves a user's details based on the provided user ID.
- Get an InvoiceRetrieves an invoice from the service.
- Import a Sales OrderImports a sales order into the system.
- List Contact PersonsRetrieves all contact persons.
- List Customer AddressesRetrieves all customer addresses.
- List CustomersRetrieves all customers from the service.
- List EmployeesRetrieves all employees.
- List InvoicesRetrieves all invoices.
- List LiabilitiesRetrieves all liabilities.
- List ProductsRetrieves all products.
- List Purchase OrdersRetrieves all purchase orders.
- List Sales OrdersRetrieves all sales orders.
- List UsersRetrieves all users.
- Make an API CallPerforms an arbitrary authorized API call.
- Release a Purchase OrderReleases a purchase order in the system to initiate the procurement process.
- Update a Contact PersonUpdates a contact person in the system with new information.
- Update a CustomerUpdates a customer in the specified database.
- Update a Customer AddressUpdates a customer's address in the system.
- Update a ProductUpdates a product in the inventory system.
- Update a Purchase OrderUpdates a purchase order with new information or changes.
- Update a Sales OrderUpdates a sales order in the system.
- Update a UserUpdates a user's details in the system.
- Update an InvoiceUpdates an invoice in the system with new information.
- Watch EventsTriggers when a Xentral webhook event occurs.
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 Xentral.
Connect your Agile CRM and Xentral 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 Xentral's "Watch Events" fires, WEXTL can "Create Company" in Agile CRM. Agile CRM has 16 actions (including Create Company, Create Contact, and Create Deal); Xentral has 47 actions (including Cancel a Purchase Order, Create a Contact Person, 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-Xentral 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 Xentral) 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 + Xentral 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 Xentral integration.
- Agile CRM and Xentral integration source code, module specs and credentials implementation.
- Our Agile CRM and Xentral integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Agile CRM and Xentral — 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
- Xentral integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library