Requirements
Before you set up the credential, make sure you have an active Monica CRM account and an API access token from your account settings ready.[3]
Get your Monica CRM credentials
- API TokenpasswordRequired
API token from Monica (Classic v4). v5 instances are not supported.
[1] - HostingselectRequired
Connect Monica CRM in WEXTL
- Log in to your WEXTL account, add the Monica CRM node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Monica CRM account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Monica CRM node modules
The list below is a reference of every Monica CRM node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Each Monica CRM node module below opens to reveal its input parameters, outputs, and connection requirements.
Get ActivitySearch
Get Activity TypeSearch
Get Activity Type CategorySearch
Get AddressSearch
Get CallSearch
Get CompanySearch
Get ContactSearch
Get Contact FieldSearch
Get ConversationSearch
Get DebtSearch
Get DocumentSearch
Get GenderSearch
Get GiftSearch
Get Journal EntrySearch
Get MeSearch
| Field | Type |
|---|---|
| Id | text |
| Object | text |
| First name | text |
| Name | text |
Get NoteSearch
Get PetSearch
Get PhotoSearch
Get RelationshipSearch
Get ReminderSearch
Get TagSearch
Get TaskSearch
List ActivitySearch
List Activity TypeSearch
List Activity Type CategorySearch
List AddressSearch
List CallSearch
List CompanySearch
List ContactSearch
List Contact ActivitiesSearch
List Contact AddressesSearch
List Contact Audit LogsSearch
List Contact CallsSearch
List Contact ConversationsSearch
List Contact DebtsSearch
List Contact DocumentsSearch
List Contact FieldsSearch
List Contact GiftsSearch
List Contact NotesSearch
List Contact PetsSearch
List Contact PhotosSearch
List Contact RelationshipsSearch
List Contact RemindersSearch
List Contact TasksSearch
List ConversationSearch
List CountriesSearch
List DebtSearch
List DocumentSearch
List GenderSearch
List GiftSearch
List Journal EntrySearch
List NoteSearch
List PetSearch
List PhotoSearch
List ReminderSearch
List TagSearch
List Tag ContactsSearch
List TaskSearch
List Upcoming RemindersSearch
Create ActivityAction
Create Activity TypeAction
Create Activity Type CategoryAction
Create AddressAction
Create CallAction
Create CompanyAction
Create ContactAction
Create Contact FieldAction
Create ConversationAction
Create Conversation MessageAction
Create DebtAction
Create DocumentAction
Create GenderAction
Create GiftAction
Create Journal EntryAction
Create NoteAction
Create PetAction
Create PhotoAction
Create RelationshipAction
Create ReminderAction
Create TagAction
Create TaskAction
Delete ActivityAction
Delete Activity TypeAction
Delete Activity Type CategoryAction
Delete AddressAction
Delete CallAction
Delete CompanyAction
Delete ContactAction
Delete Contact FieldAction
Delete Contact TagAction
Delete Contact TagsAction
Delete ConversationAction
Delete Conversation MessageAction
Delete DebtAction
Delete DocumentAction
Delete GenderAction
Delete GiftAction
Delete Journal EntryAction
Delete NoteAction
Delete PetAction
Delete PhotoAction
Delete RelationshipAction
Delete ReminderAction
Delete TagAction
Delete TaskAction
Make an API Calluniversal
Set Contact TagsAction
Update ActivityAction
Update Activity TypeAction
Update Activity Type CategoryAction
Update AddressAction
Update CallAction
Update CompanyAction
Update ContactAction
Update Contact AvatarAction
Update Contact FieldAction
Update Contact WorkAction
Update ConversationAction
Update Conversation MessageAction
Update DebtAction
Update GenderAction
Update GiftAction
Update Journal EntryAction
Update NoteAction
Update PetAction
Update RelationshipAction
Update ReminderAction
Update TagAction
Templates
Look for Monica CRM templates in the WEXTL template library.
Browse templates →Explore alternative apps
- Agile CRM[2]Manage contacts, companies, and deals in Agile CRM.
- Breakcold CRMLightweight CRM for sales teams to manage leads, pipelines, and customer relationships.
- AxonautManage companies, quotations, invoices, opportunities, projects, tasks and products in Axonaut, the CRM and invoicing software for small businesses.
- ApptivoAll-in-one CRM and business suite for contacts, deals, projects, and invoicing.
- ClientifyCRM and sales automation platform for managing contacts, deals, and customer communication.
References
- WEXTL® Monica CRM Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Monica CRM.
- WEXTL® visual workflow builder data.
Last updated: Sep 3, 2026 08:05