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.
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.
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- 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.
- ApolloManage Apollo contacts, accounts, sequences, tasks, and deals — search saved records, enroll prospects, and send outreach email.
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