OnePageCRM icon

OnePageCRM Integration

Action CRM — contacts, deals, notes, and next actions. Keep OnePageCRM contacts, deals, and pipeline activity synchronized with the rest of your stack. When Watch Actions fires, automatically continue with Get a Call or Get a Company.
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Supported triggers and actions for OnePageCRM integration

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.

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    Watch ActionsListen to new actions on OnePageCRM.
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    Watch CallsListen to new call events.
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    Watch CompaniesWatch for new company records.
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    Watch Contact CallListen to new call events for a specific contact.
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    Watch Contact DealsListen to new deal records for a specific contact.
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    Watch Contact MeetingsListen to new meetings for a specific contact.
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    Watch Contact NotesListen to new notes for a specific contact.
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    Watch ContactsWatch for new contacts in your OnePageCRM accounts.
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    Watch DealsListen to new deal records in your OnePageCRM account.
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    Watch MeetingsListen to new meetings in your OnePageCRM account.
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    Watch NotesListen to new notes in your OnePageCRM accounts.
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    Get a CallGet a specific call.
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    Get a CompanyGet a specific company by a given company Id.
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    Get a ContactGet a specific contact by a given contact Id.
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    Get a DealGet a specific deal by a given deal Id.
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    Get a Lead SourceGet a specific lead source.
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    Get a MeetingGet a specific meeting.
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    Get an ActionGet a specific action.
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    Get a NoteGet a specific note.
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    Get a StatusGet a specific status.

How to integrate OnePageCRM in automation workflow?

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

How OnePageCRM connects and integrates with WEXTL

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].

FieldTypeHelp
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

Connect OnePageCRM to popular apps on WEXTL

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.

Example automation with OnePageCRM integration

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.

OnePageCRM
Watch Contact Call
Close CRM
Performs action
OR
Close CRM
Triggers
OnePageCRM
Create a Call

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

Frequently asked questions

Common questions about automating OnePageCRM in your workflows.

Try OnePageCRM on WEXTL®

Claim your 3-day trial to build OnePageCRM integrations and access every WEXTL® feature.

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References

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

  1. OnePageCRM integration source code, module specs and credentials implementation.
  2. Internal OnePageCRM integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official OnePageCRM vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
  5. WEXTL® Apps Library
  6. WEXTL® OnePageCRM App Documentation
  7. WEXTL® Workflow Scheduler
  8. WEXTL® HTTP node documentation