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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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.

Watch Appointment Booking PagesTriggers when an appointment booking page is viewed or interacted with.
Watch Appointment CalendarTriggers when an appointment is added or updated in the calendar.
Watch Appointment TypesTriggers when appointment types are watched.
Watch ConversationTriggers when a new conversation is created.
Watch CustomersTriggers when a new customer is created.
Watch MessagesTriggers when new messages are received.
Watch Note CommentTriggers when a note comment is created.
Watch NotesTriggers when a new note is created or an existing note is updated.
Watch StoriesTriggers when a new story is posted.
Watch TasksTriggers when new tasks are created or existing tasks are updated.
Watch TeamsTriggers when a team is created or updated.
Watch UsersTriggers when a new user is created.
Get a ConversationRetrieves details for a specific conversation.
Get a NoteRetrieves details for a specific note.
Get a Note CommentRetrieves details for a specific comment.
Get a StoryRetrieves details for a specific story.
Get a TaskRetrieves details for a specific task.
Get a TeamRetrieves details for a specific team.
Get a UserRetrieves details for a specific user.
List Appointment Booking PagesRetrieves a list of appointment booking pages.
List Appointment Booking Pages by IDsRetrieves a list of appointment booking pages by IDs.
List Appointment CalendarsRetrieves a list of appointment calendars.
List Appointment CalendarsLists appointment calendars by IDs.
List Appointment EventsLists appointment events by calendar event IDs.
List Appointment TypesLists appointment types from the service.
List Appointment TypesRetrieves a list of appointment types by IDs.
List ConversationsRetrieves a list of conversations.
List CustomersRetrieves a list of customers.
List MessagesRetrieves messages associated with a conversation.
List Messages by IDsRetrieves messages associated with a conversation by IDs.
List Note CommentsRetrieves comments attached to notes.
List NotesRetrieves a list of notes.
List StoriesRetrieves stories shared within the organization.
List TasksRetrieves a list of tasks.
List TeamsRetrieves a list of teams.
List UsersRetrieves a list of users.
Assign a Task to UsersAssigns a task to users.
Cancel an Appointment Booking EventCancels an appointment booking event.
Create a CustomerCreates a new customer.
Create a NoteCreates a new note.
Create a Note CommentAdds a comment to a note.
Create a TaskCreates a new task.
Create an Appointment Booking EventCreates an appointment booking event.
Delete a Note CommentDeletes a comment from a note.
Delete a TaskDeletes a task from the system.
Make an API CallPerforms an arbitrary authorized API call.
Request a Customer DeletionRequests the deletion of a customer from the service.
Reschedule an Appointment Booking EventReschedules an appointment booking event.
Unassign a Task from UsersUnassigns a task from specified users.
Update a CustomerUpdates a customer in the system with new information.
Update a NoteUpdates an existing note in the system.
Update a Note CommentUpdates a comment attached to a note.
Update a TaskUpdates a task in the service.
Update a UserUpdates user information in a specified system or application.

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.

STEP 1

Select Endear in workflow

Pick Endear app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Endear

When prompted, authorize access to Endear in WEXTL once. Endear credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Endear account. Approve?

STEP 3

Build a workflow

Build your workflow with Endear yourself or with WEXTL® AI Builder. Connect Endear to any available integrations [5], or use HTTP node to go beyond them.

Endear

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.

Full Endear API documentation

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 [4].

Field	Type	Help
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.

Endear has 12 triggers, including "Watch Appointment Booking Pages", "Watch Appointment Calendar", and "Watch Appointment Types", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 42 actions, including "Get a Conversation", "Get a Note", and "Get a Note Comment", and more. Refer to our Endear Documentation for detailed inputs and outputs.

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 our customers do that in rare cases [4].

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

The Endear integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Endear official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Endear provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Endear or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Endear inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Endear modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

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

Endear integration source code, module specs and credentials implementation.
Internal Endear integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Endear vendor API documentation — 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.
WEXTL® Apps Library
WEXTL® Endear App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Endear Integration

Supported triggers and actions for Endear integration