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Endear Integration

Retail clienteling CRM for managing customer profiles, messaging, tasks, and appointment booking. Keep Endear contacts, deals, and pipeline activity synchronized with the rest of your stack. When Watch Appointment Booking Pages fires, automatically continue with Get a Conversation or Get a Note.
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  • Data Encryption
  • 2FA
  • Local Data Region

Supported triggers and actions for Endear integration

Triggers can detect changes in Endear and run actions that can create, search or modify data inside Endear automatically [3] — exactly how you set them.

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    Watch Appointment Booking PagesTriggers when an appointment booking page is viewed or interacted with.
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    Watch Appointment CalendarTriggers when an appointment is added or updated in the calendar.
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    Watch Appointment TypesTriggers when appointment types are watched.
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    Watch ConversationTriggers when a new conversation is created.
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    Watch CustomersTriggers when a new customer is created.
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    Watch MessagesTriggers when new messages are received.
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    Watch Note CommentTriggers when a note comment is created.
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    Watch NotesTriggers when a new note is created or an existing note is updated.
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    Watch StoriesTriggers when a new story is posted.
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    Watch TasksTriggers when new tasks are created or existing tasks are updated.
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    Watch TeamsTriggers when a team is created or updated.
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    Watch UsersTriggers when a new user is created.
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    Get a ConversationRetrieves details for a specific conversation.
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    Get a NoteRetrieves details for a specific note.
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    Get a Note CommentRetrieves details for a specific comment.
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    Get a StoryRetrieves details for a specific story.
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    Get a TaskRetrieves details for a specific task.
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    Get a TeamRetrieves details for a specific team.
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    Get a UserRetrieves details for a specific user.
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    List Appointment Booking PagesRetrieves a list of appointment booking pages.

How to integrate Endear in automation workflow?

3 simple steps to make your Endear connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

How Endear connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Endear app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Endear supports.

The following table illustrates what fields Endear integration require during authorization flow inside our workflow builder [4].

Video slide demonstrates how Endear is connected in WEXTL builder.

Video slide demonstrates how Endear is connected in WEXTL builder [4].

FieldTypeHelp
API KeyRequired
password

Go to Endear Settings → Integrations → Add Integration → API, then fill in the details to generate your API key.

Connect Endear to popular apps on WEXTL

Enter a name of the other app you want to sync with Endear below. Click on selected app to explore integration options with Endear. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Endear integration

Select Watch Appointment Booking Pages trigger from Endear - this will be a starting point in your automation. Whenever event happens in Endear, workflow will start [7] from Watch Appointment Booking Pages node.

Search for Create an Appointment Booking Event, connect it as the next step of integration sequence. You can use filters between Watch Appointment Booking Pages and Create an Appointment Booking Event, so only important data pass from Watch Appointment Booking Pages to the next step. WEXTL gives you full control over the process of Endear automation. All parts of workflow are visible on the canvas [4].

Endear on WEXTL has 54 modules for combining crm automations. Explore Endear documentation for more.

Video slide demonstrates how Watch Appointment Booking Pages and Create an Appointment Booking Event nodes are used in Endear workflow.

Video slide demonstrates how Watch Appointment Booking Pages and Create an Appointment Booking Event [6] nodes are used in Endear workflow.

Frequently asked questions

Common questions about automating Endear in your workflows.

Try Endear on WEXTL®

Claim your 3-day trial to build Endear integrations and access every WEXTL® feature.

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References

List of sources used to gather information about the Endear integration.

  1. Endear integration source code, module specs and credentials implementation.
  2. Internal Endear integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official Endear vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
  5. WEXTL® Apps Library
  6. WEXTL® Endear App Documentation
  7. WEXTL® Workflow Scheduler
  8. WEXTL® HTTP node documentation