Monica CRM Integration

Manage personal contacts, notes, reminders, and activities with Monica CRM. Turn Monica CRM record changes into automated workflows for sales and customer teams. Start with Get Activity, then connect actions such as Get Activity Type and Get Activity Type Category to what happens next.

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Supported triggers and actions for Monica CRM integration

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

Get ActivityReturns a activity.activity.
Get Activity TypeReturns a activity Type.activity type.
Get Activity Type CategoryReturns a activity Type Category.activity type category.
Get AddressReturns a address.address.
Get CallReturns a call.call.
Get CompanyReturns a company.company.
Get ContactReturns a contact.contact.
Get Contact FieldReturns a contact Field.contact field.
Get ConversationReturns a conversation.conversation.
Get DebtReturns a debt.debt.
Get DocumentReturns a document.document.
Get GenderReturns a gender.gender.
Get GiftReturns a gift.gift.
Get Journal EntryReturns a journal Entry.journal entry.
Get MeReturns a me.me.
Get NoteReturns a note.note.
Get PetReturns a pet.pet.
Get PhotoReturns a photo.photo.
Get RelationshipReturns a relationship.relationship.
Get ReminderReturns a reminder.reminder.
Get TagReturns a tag.tag.
Get TaskReturns a task.task.
List ActivityRetrieves a list of activity.
List Activity TypeRetrieves a list of activity type.
List Activity Type CategoryRetrieves a list of activity type category.
List AddressRetrieves a list of address.
List CallRetrieves a list of call.
List CompanyRetrieves a list of company.
List ContactRetrieves a list of contact.
List Contact ActivitiesRetrieves a list of contact activities.
List Contact AddressesRetrieves a list of contact addresses.
List Contact Audit LogsRetrieves a list of contact audit logs.
List Contact CallsRetrieves a list of contact calls.
List Contact ConversationsRetrieves a list of contact conversations.
List Contact DebtsRetrieves a list of contact debts.
List Contact DocumentsRetrieves a list of contact documents.
List Contact FieldsRetrieves a list of contact fields.
List Contact GiftsRetrieves a list of contact gifts.
List Contact NotesRetrieves a list of contact notes.
List Contact PetsRetrieves a list of contact pets.
List Contact PhotosRetrieves a list of contact photos.
List Contact RelationshipsRetrieves a list of contact relationships.
List Contact RemindersRetrieves a list of contact reminders.
List Contact TasksRetrieves a list of contact tasks.
List ConversationRetrieves a list of conversation.
List CountriesRetrieves a list of countries.
List DebtRetrieves a list of debt.
List DocumentRetrieves a list of document.
List GenderRetrieves a list of gender.
List GiftRetrieves a list of gift.
List Journal EntryRetrieves a list of journal entry.
List NoteRetrieves a list of note.
List PetRetrieves a list of pet.
List PhotoRetrieves a list of photo.
List ReminderRetrieves a list of reminder.
List TagRetrieves a list of tag.
List Tag ContactsRetrieves a list of tag contacts.
List TaskRetrieves a list of task.
List Upcoming RemindersRetrieves a list of upcoming reminders.
Create ActivityCreates a new activity.
Create Activity TypeCreates a new activity type.
Create Activity Type CategoryCreates a new activity type category.
Create AddressCreates a new address.
Create CallCreates a new call.
Create CompanyCreates a new company.
Create ContactCreates a new contact.
Create Contact FieldCreates a new contact field.
Create ConversationCreates a new conversation.
Create Conversation MessageCreates a new conversation message.
Create DebtCreates a new debt.
Create DocumentCreates a new document.
Create GenderCreates a new gender.
Create GiftCreates a new gift.
Create Journal EntryCreates a new journal entry.
Create NoteCreates a new note.
Create PetCreates a new pet.
Create PhotoCreates a new photo.
Create RelationshipCreates a new relationship.
Create ReminderCreates a new reminder.
Create TagCreates a new tag.
Create TaskCreates a new task.
Delete ActivityPerforms the Delete Activity operation.
Delete Activity TypeDeletes activity type.
Delete Activity Type CategoryDeletes activity type category.
Delete AddressPerforms the Delete Address operation.
Delete CallPerforms the Delete Call operation.
Delete CompanyPerforms the Delete Company operation.
Delete ContactPerforms the Delete Contact operation.
Delete Contact FieldDeletes contact field.
Delete Contact TagRemoves a tag from a contact.
Delete Contact TagsRemoves tags from a contact.
Delete ConversationPerforms the Delete Conversation operation.
Delete Conversation MessageDeletes conversation message.
Delete DebtPerforms the Delete Debt operation.
Delete DocumentPerforms the Delete Document operation.
Delete GenderPerforms the Delete Gender operation.
Delete GiftPerforms the Delete Gift operation.
Delete Journal EntryDeletes journal entry.
Delete NotePerforms the Delete Note operation.
Delete PetPerforms the Delete Pet operation.
Delete PhotoPerforms the Delete Photo operation.
Delete RelationshipPerforms the Delete Relationship operation.
Delete ReminderPerforms the Delete Reminder operation.
Delete TagPerforms the Delete Tag operation.
Delete TaskPerforms the Delete Task operation.
Make an API CallPerforms an arbitrary authorized API call.
Set Contact TagsSets contact Tags.
Update ActivityUpdates an existing activity.
Update Activity TypeUpdates an existing activity type.
Update Activity Type CategoryUpdates an existing activity type category.
Update AddressUpdates an existing address.
Update CallUpdates an existing call.
Update CompanyUpdates an existing company.
Update ContactUpdates an existing contact.
Update Contact AvatarUpdates an existing contact avatar.
Update Contact FieldUpdates an existing contact field.
Update Contact WorkUpdates an existing contact work.
Update ConversationUpdates an existing conversation.
Update Conversation MessageUpdates an existing conversation message.
Update DebtUpdates an existing debt.
Update GenderUpdates an existing gender.
Update GiftUpdates an existing gift.
Update Journal EntryUpdates an existing journal entry.
Update NoteUpdates an existing note.
Update PetUpdates an existing pet.
Update RelationshipUpdates an existing relationship.
Update ReminderUpdates an existing reminder.
Update TagUpdates an existing tag.
Update TaskUpdates an existing task.

How to integrate Monica CRM in automation workflow?

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

STEP 1

Select Monica CRM in workflow

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

STEP 2

Connect Monica CRM

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

WEXTL wants to integrate with your Monica CRM account. Approve?

STEP 3

Build a workflow

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

Monica CRM

How Monica CRM connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Monica CRM 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 Monica CRM supports.

Full Monica CRM API documentation

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

Demonstration of Monica CRM connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
API TokenRequired	password	API token from Monica (Classic v4). v5 instances are not supported.
HostingRequired	select	—

Connect Monica CRM to popular apps on WEXTL

Enter a name of the other app you want to sync with Monica CRM below. Click on selected app to explore integration options with Monica CRM. 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 Monica CRM integration

Select Get Activity action from Monica CRM - this will be a starting point in your automation. Whenever event happens in Monica CRM, workflow will start [7] from Get Activity node.

Search for Create Activity Type, connect it as the next step of integration sequence. You can use filters between Get Activity and Create Activity Type, so only important data pass from Get Activity to the next step. WEXTL gives you full control over the process of Monica CRM automation. All parts of workflow are visible on the canvas [4].

Monica CRM on WEXTL has 129 modules for combining crm automations. Explore Monica CRM documentation for more.

Monica CRM

Get Activity

Agile CRM

Performs action

Agile CRM

Triggers

Monica CRM

Create Activity Type

Demonstration of how visual Monica CRM automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating Monica CRM in your workflows.

Monica CRM has no triggers, but it provides 129 actions including "Get Activity", "Get Activity Type", and "Get Activity Type Category". Pair them with triggers from other apps to automate Monica CRM tasks.

Integration has 129 actions, including "Get Activity", "Get Activity Type", and "Get Activity Type Category", and more. Refer to our Monica CRM 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 Monica CRM integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Monica CRM official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Monica CRM 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 Monica CRM 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 Monica CRM 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 Monica CRM 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 Monica CRM integration.

Monica CRM integration source code, module specs and credentials implementation.
Internal Monica CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Monica CRM 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® Monica CRM App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Monica CRM Integration

Supported triggers and actions for Monica CRM integration