Select OnePageCRM in workflow
Pick OnePageCRM app in the workflow builder [4] - just one click to select the app.
Triggers can detect changes in OnePageCRM and run actions that can create, search or modify data inside OnePageCRM automatically [3] — exactly how you set them.
3 simple steps to make your OnePageCRM connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
Pick OnePageCRM app in the workflow builder [4] - just one click to select the app.
When prompted, authorize access to OnePageCRM in WEXTL once. OnePageCRM credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your OnePageCRM account. Approve?
Build your workflow with OnePageCRM yourself or with WEXTL® AI Builder. Connect OnePageCRM to any available integrations [5], or use HTTP node to go beyond them.
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever OnePageCRM 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 OnePageCRM supports.
The following table illustrates what fields OnePageCRM integration require during authorization flow inside our workflow builder [4].
Demonstration of OnePageCRM connection step inside WEXTL Workflow Builder [4].
| Field | Type | Help |
|---|---|---|
User IDRequired | text | Sign in to OnePageCRM, go to API Settings → Configuration to find your user_id |
API KeyRequired | password | Copy your API Key in the same page where you got your User Id |
Enter a name of the other app you want to sync with OnePageCRM below. Click on selected app to explore integration options with OnePageCRM. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Select Watch Contact Call trigger from OnePageCRM - this will be a starting point in your automation. Whenever event happens in OnePageCRM, workflow will start [7] from Watch Contact Call node.
Search for Create a Call, connect it as the next step of integration sequence. You can use filters between Watch Contact Call and Create a Call, so only important data pass from Watch Contact Call to the next step. WEXTL gives you full control over the process of OnePageCRM automation. All parts of workflow are visible on the canvas [4].
OnePageCRM on WEXTL has 74 modules for combining crm automations. Explore OnePageCRM documentation for more.
Demonstration of how visual OnePageCRM automation [6] looks in WEXTL.
Common questions about automating OnePageCRM in your workflows.
List of sources used to gather information about the OnePageCRM integration.