What actions can I run in OpenCRM?

59 actions are available, including "Get Activity Count", "Get Asset Count", and "Get Company Count", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

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 it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

OpenCRM Integrations

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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 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.
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.
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.

When to use OpenCRM

Common scenarios where OpenCRM automation saves time and reduces manual work.

Use OpenCRM's "Watch Activities" trigger to react the instant an event occurs and push data into connected tools.
Automate "Get Asset Count" in OpenCRM as a workflow step — combine it with triggers, filters, and AI steps for full-pipeline coverage.
Include "Watch Companies" from OpenCRM in larger multi-tool workflows to move data end-to-end without hand-offs.

How to connect

Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.

Full API documentation

Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.

Connecting OpenCRM to WEXTL®

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

Use in workflow automation

Start from OpenCRM’s Watch Purchase Orders trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create or Update Sales Order as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 74 ready-made steps for CRM work, and every run records what went in and what came back.

OpenCRM workflow on the canvas: Watch Purchase Orders then Create or Update Sales Order

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. Use them to start workflows the moment OpenCRM events fire — no polling required.

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

Use in workflow automation

Start from OpenCRM’s Watch Purchase Orders trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create or Update Sales Order as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 74 ready-made steps for CRM work, and every run records what went in and what came back.

OpenCRM Integrations

When to use OpenCRM

How to connect

Use in workflow automation

Frequently asked questions

OpenCRM Integrations

When to use OpenCRM

How to connect

Connect OpenCRM to any app in workflows

Use in workflow automation

Frequently asked questions

Connect OpenCRM to any app in workflows

Connect OpenCRM to any app in workflows

Connect OpenCRM to any app in workflows

OpenCRM Integrations

OpenCRM triggers and actions

When to use OpenCRM

How to connect

Use in workflow automation

Frequently asked questions

What triggers does OpenCRM support?

What actions can I run in OpenCRM?

Do I need to write code to automate this?

Is the integration secure?

OpenCRM Integrations

OpenCRM triggers and actions

When to use OpenCRM

How to connect

Connect OpenCRM to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does OpenCRM support?

What actions can I run in OpenCRM?

Do I need to write code to automate this?

Is the integration secure?

Connect OpenCRM to any app in workflows

Connect OpenCRM to any app in workflows

Connect OpenCRM to any app in workflows