What actions can I run in Cirqll?

69 actions are available, including "Get a Chance", "Get a Contact", and "Get a Contract", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Cirqll Integrations

Simple CRM for SMBs to manage contacts, deals, tasks, and customer follow-up. When Cirqll records change, notify teams, update sheets, or kick off follow-ups.

Explore Documentation

GDPR
Data Encryption
2FA
Local Data Region

Watch AppointmentsTriggers when a new appointment is scheduled.
Watch AssignmentsTriggers when new assignments are available.
Watch ChancesTriggers when there is a new chance.
Watch ContactsTriggers when new contacts are added or existing contacts are updated.
Watch ContractsTriggers when a new contract is created or updated.
Watch CustomersTriggers when a new customer is created or an existing customer is updated.
Watch Custom FieldsTriggers when there are changes in custom fields.
Watch EmailsTriggers when a new email is received.
Watch EventTriggers when events occur.
Watch RolesTriggers when roles are updated or created.
Watch TasksTriggers when a new task is created or updated.
Watch TemplatesTriggers when a new template is created or updated.
Watch TodosTriggers when a new todo is created or updated.
Watch UsersTriggers when a new user is created.
Get a ChanceRetrieves a single chance by its unique ID.
Get a ContactRetrieves a specific contact.
Get a ContractRetrieves a single contract by its unique ID.
Get a CustomerRetrieves a specific customer's details.
Get a Custom FieldRetrieves a single custom field definition by its unique ID, including its type and options.
Get an AppointmentRetrieves the details of a specific appointment.
Get an AssignmentRetrieves a single assignment by its unique ID.
Get an EmailRetrieves a specific email by its unique identifier.
Get a RoleRetrieves details for a specific role.
Get a TaskRetrieves a specific task's details.
Get a TemplateRetrieves a specific template.
Get a TodoRetrieves a single to-do item by its unique ID.
Get a UserRetrieves details for a specific user.
Get Current UserRetrieves details of the currently logged-in user.
Get SettingsRetrieves the settings for the currently authenticated user, including notification preferences and display options.
List AppointmentsRetrieves a list of appointments.
List AssignmentsLists all assignments.
List ChancesLists all chances (sales opportunities) in the pipeline.
List ContactsRetrieves contacts from the service.
List ContractsRetrieves a list of all contracts.
List CustomersRetrieves a list of customers from the database.
List Custom FieldsLists all custom field definitions.
List EmailsLists all emails tracked in the CRM.
List RolesRetrieves available roles.
List TasksRetrieves a list of tasks.
List TemplatesRetrieves a list of templates.
List TodosLists all to-do items for the authenticated user.
List UsersRetrieves users within the organization.
Create a ChanceCreates a new chance (sales opportunity) and links it to a customer.
Create a ContactCreates a new contact and associates it with a customer.
Create a ContractCreates a new contract and associates it with a customer.
Create a CustomerCreates a new customer in the system.
Create a Custom FieldCreates a new custom field definition.
Create an AppointmentCreates a new appointment.
Create an AssignmentCreates a new assignment.
Create an EmailLogs or sends a new email and associates it with a customer.
Create a RoleCreates a new role with a custom set of permissions.
Create a TaskCreates a new task.
Create a TemplateCreates a new template.
Create a TodoCreates a new note and attaches it to a customer.
Create a UserInvites and creates a new user account in your organisation.
Delete a ChanceDeletes a chance record permanently.
Delete a ContactDeletes a contact record permanently.
Delete a ContractDeletes a contract record permanently.
Delete a CustomerDeletes a customer record.
Delete a Custom FieldDeletes a custom field definition.
Delete an AppointmentCancels and deletes an appointment.
Delete an AssignmentDeletes an assignment and all of its attached media.
Delete an EmailDeletes an email record from the CRM.
Delete a RoleDeletes a role. Users assigned to the role must be reassigned before deletion.
Delete a TaskDeletes a task along with all of its subtasks.
Delete a TemplateDeletes a template permanently.
Delete a TodoDeletes a todo record.
Delete a UserRemoves a user from your organization. Their data will be retained but access will be revoked.
Make an API CallPerforms an arbitrary authorized API request.
Update a ChanceUpdates a chance's stage, expected value, close date, or custom field values.
Update a ContactUpdates an existing contact's details.
Update a ContractUpdates an existing contract's terms, dates, or custom field values.
Update a CustomerUpdates an existing customer's details.
Update a Custom FieldUpdates a custom field definition.
Update an AppointmentUpdates an existing appointment's time, participants, or details.
Update an AssignmentUpdates an existing assignment's details or custom field values.
Update an EmailUpdates the metadata or content of an existing email record.
Update a RoleUpdates details for a specific role.
Update a TaskUpdates an existing task record.
Update a TemplateUpdates an existing template's content or configuration.
Update a TodoUpdates a to-do item's title, due date, or completion status.
Update a UserUpdates an existing user in the system.
Update SettingsUpdates one or more settings for the currently authenticated user.

When to use Cirqll

Common scenarios where Cirqll automation saves time and reduces manual work.

React to "Watch Appointments" in Cirqll in real time: route the event into CRM, chat, ticketing, or any connected service.
Use "Get a Contact" as an automated action in Cirqll so records stay consistent whenever something changes elsewhere in your stack.
Include "Watch Chances" from Cirqll in larger multi-tool workflows to move data end-to-end without hand-offs.

How to connect

Sign in and approve access — your password is never shared with WEXTL®, and you can revoke access from the provider at any time.

Full API documentation

You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.

Connecting Cirqll to WEXTL®

Field	Type	Help
Client IDRequired	text	Login to your account, go to Settings > Marketplace to make a new OAuth2 Client. Use the following redirect URL: `the Callback URL shown in this connection form`.
Client SecretRequired	password	Login to your account, go to Settings > Marketplace to make a new OAuth2 Client.

Use in workflow automation

Start from Cirqll’s Watch Users trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Get Current User as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 83 ready-made steps for CRM work, and every run records what went in and what came back.

Cirqll workflow on the canvas: Watch Users then Get Current User

Frequently asked questions

Common questions about automating Cirqll in your workflows.

Cirqll has 14 triggers, including "Watch Appointments", "Watch Assignments", and "Watch Chances", and more. Use them to start workflows the moment Cirqll events fire — no polling required.

Field

Type

Help

Client IDRequired

text

Login to your account, go to Settings > Marketplace to make a new OAuth2 Client. Use the following redirect URL: the Callback URL shown in this connection form.

Client SecretRequired

password

Use in workflow automation

Start from Cirqll’s Watch Users trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Get Current User as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 83 ready-made steps for CRM work, and every run records what went in and what came back.

Cirqll Integrations

When to use Cirqll

How to connect

Use in workflow automation

Frequently asked questions

Cirqll Integrations

When to use Cirqll

How to connect

Connect Cirqll to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Cirqll to any app in workflows

Connect Cirqll to any app in workflows

Connect Cirqll to any app in workflows

Cirqll Integrations

Cirqll triggers and actions

When to use Cirqll

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Cirqll support?

What actions can I run in Cirqll?

Do I need to write code to automate this?

Is the integration secure?

Cirqll Integrations

Cirqll triggers and actions

When to use Cirqll

How to connect

Connect Cirqll to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Cirqll support?

What actions can I run in Cirqll?

Do I need to write code to automate this?

Is the integration secure?

Connect Cirqll to any app in workflows

Connect Cirqll to any app in workflows

Connect Cirqll to any app in workflows