OpenCRM Integration

UK-hosted CRM platform for managing contacts, leads, opportunities, projects, and customer support in one place. Connect OpenCRM to AI driven workflows so CRM updates and follow ups happen automatically. Start from Watch Activities and let Get Activity Count or Get Asset Count handle the next step.

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Supported triggers and actions for OpenCRM integration

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

Watch ActivitiesTriggers when a new or updated activity is detected in the account.
Watch AssetsTriggers when a new or updated asset is detected in the account.
Watch CompaniesTriggers when a new or updated company is detected in the account.
Watch ContactsTriggers when a new or updated contact is detected in the account.
Watch ContractsTriggers when a new or updated contract is detected in the account.
Watch InvoicesTriggers when a new or updated invoice is detected in the account.
Watch LeadsTriggers when a new or updated lead is detected in the account.
Watch OpportunitiesTriggers when a new or updated sales opportunity is detected in the account.
Watch ProductsTriggers when a new or updated product is detected in the account.
Watch ProjectsTriggers when a new or updated project is detected in the account.
Watch Purchase OrdersTriggers when a new or updated purchase order is detected in the account.
Watch QuotesTriggers when a new or updated quote is detected in the account.
Watch Sales OrdersTriggers when a new or updated sales order is detected in the account.
Watch TicketsTriggers when a new or updated support ticket is detected in the account.
Watch UsersTriggers when a new or updated user is detected in the account.
Get Activity CountReturns the total count of activity records in the account.
Get Asset CountReturns the total count of asset records in the account.
Get Company CountReturns the total count of company records in the account.
Get Contact CountReturns the total count of contact records in the account.
Get Contract CountReturns the total count of contract records in the account.
Get Invoice CountReturns the total count of invoice records in the account.
Get Lead CountReturns the total count of lead records in the account.
Get Opportunity CountReturns the total count of sales opportunity records in the account.
Get Product CountReturns the total count of product records in the account.
Get Purchase Order CountReturns the total count of purchase order records in the account.
Get Quote CountReturns the total count of quote records in the account.
Get Sales Order CountReturns the total count of sales order records in the account.
Get Ticket CountReturns the total count of support ticket records in the account.
Get User CountReturns the total count of user records in the account.
List ActivitiesSearches and returns a list of activity records matching the given filters.
List AssetsSearches and returns a list of asset records matching the given filters.
List CompaniesSearches and returns a list of company records matching the given filters.
List ContactsSearches and returns a list of contact records matching the given filters.
List ContractsSearches and returns a list of contract records matching the given filters.
List InvoicesSearches and returns a list of invoice records matching the given filters.
List LeadsSearches and returns a list of lead records matching the given filters.
List OpportunitiesSearches and returns a list of sales opportunity records matching the given filters.
List ProductsSearches and returns a list of product records matching the given filters.
List ProjectsSearches and returns a list of project records matching the given filters.
List Purchase OrdersSearches and returns a list of purchase order records matching the given filters.
List QuotesSearches and returns a list of quote records matching the given filters.
List Sales OrdersSearches and returns a list of sales order records matching the given filters.
List TicketsSearches and returns a list of support ticket records matching the given filters.
List UsersSearches and returns a list of user records matching the given filters.
Retrieve a CompanyRetrieves a single company record by its ID.
Retrieve a ContactRetrieves a single contact record by its ID.
Retrieve a LeadRetrieves a single lead record by its ID.
Retrieve a ProductRetrieves a single product record by its ID.
Retrieve a ProjectRetrieves a single project record by its ID.
Retrieve a Purchase OrderRetrieves a single purchase order record by its ID.
Retrieve a QuoteRetrieves a single quote record by its ID.
Retrieve a Sales OrderRetrieves a single sales order record by its ID.
Retrieve a TicketRetrieves a single support ticket record by its ID.
Retrieve a UserRetrieves a single user record by its ID.
Retrieve an ActivityRetrieves a single activity record by its ID.
Retrieve an AssetRetrieves a single asset record by its ID.
Retrieve an InvoiceRetrieves a single invoice record by its ID.
Retrieve an OpportunityRetrieves a single sales opportunity record by its ID.
Create or Update ActivityCreates a new activity or updates an existing one by ID.
Create or Update AssetCreates a new asset or updates an existing one by ID.
Create or Update CompanyCreates a new company or updates an existing one by ID.
Create or Update ContactCreates a new contact or updates an existing one by ID.
Create or Update Contact Custom 1Creates or updates a contact using the first set of custom fields.
Create or Update Contact Custom 2Creates or updates a contact using the second set of custom fields.
Create or Update ContractCreates a new contract or updates an existing one by ID.
Create or Update HelpdeskCreates a new helpdesk ticket or updates an existing one by ID.
Create or Update InvoiceCreates a new invoice or updates an existing one by ID.
Create or Update LeadCreates a new lead or updates an existing one by ID.
Create or Update OpportunityCreates a new sales opportunity or updates an existing one by ID.
Create or Update ProjectCreates a new project or updates an existing one by ID.
Create or Update Purchase OrderCreates a new purchase order or updates an existing one by ID.
Create or Update QuoteCreates a new quote or updates an existing one by ID.
Create or Update Sales OrderCreates a new sales order or updates an existing one by ID.
Make an API CallExecutes an arbitrary authenticated HTTP request against the OpenCRM API.

How to integrate OpenCRM in automation workflow?

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

STEP 1

Select OpenCRM in workflow

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

STEP 2

Connect OpenCRM

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

WEXTL wants to integrate with your OpenCRM account. Approve?

STEP 3

Build a workflow

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

OpenCRM

How OpenCRM connects and integrates with WEXTL

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

Full OpenCRM API documentation

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

Video slide demonstrates how OpenCRM is connected in WEXTL builder [4].

Field	Type	Help
SubdomainRequired	text	Please contact OpenCRM support or your account manager to obtain your subdomain.
API KeyRequired	password	Please contact OpenCRM Support to generate a pair of API keys that you can then use to connect to the API
Pass KeyRequired	password	Please contact OpenCRM Support to generate a pair of API keys that you can then use to connect to the API

Connect OpenCRM to popular apps on WEXTL

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

Select Watch Purchase Orders trigger from OpenCRM - this will be a starting point in your automation. Whenever event happens in OpenCRM, workflow will start [7] from Watch Purchase Orders node.

Search for Create or Update Sales Order, connect it as the next step of integration sequence. You can use filters between Watch Purchase Orders and Create or Update Sales Order, so only important data pass from Watch Purchase Orders to the next step. WEXTL gives you full control over the process of OpenCRM automation. All parts of workflow are visible on the canvas [4].

OpenCRM on WEXTL has 74 modules for combining crm automations. Explore OpenCRM documentation for more.

Video slide demonstrates how Watch Purchase Orders and Create or Update Sales Order nodes are used in OpenCRM workflow.

Video slide demonstrates how Watch Purchase Orders and Create or Update Sales Order [6] nodes are used in OpenCRM workflow.

Frequently asked questions

Common questions about automating OpenCRM in your workflows.

OpenCRM has 15 triggers, including "Watch Activities", "Watch Assets", and "Watch Companies", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 59 actions, including "Get Activity Count", "Get Asset Count", and "Get Company Count", and more. Refer to our OpenCRM 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 OpenCRM integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by OpenCRM official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where OpenCRM 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 OpenCRM 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 OpenCRM 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 OpenCRM 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 OpenCRM integration.

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

OpenCRM Integration

Supported triggers and actions for OpenCRM integration