Requirements
Before you set up the credential, make sure you have an active OpenCRM account and an API access token from your account settings ready.[3]
Get your OpenCRM credentials
- SubdomaintextRequired
Please contact OpenCRM support or your account manager to obtain your subdomain.
[1] - API KeypasswordRequired
Please contact OpenCRM Support to generate a pair of API keys that you can then use to connect to the API
[1] - Pass KeypasswordRequired
Please contact OpenCRM Support to generate a pair of API keys that you can then use to connect to the API
[1]
Connect OpenCRM in WEXTL
- Log in to your WEXTL account, add the OpenCRM 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 OpenCRM 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 →
OpenCRM node modules
The list below is a reference of every OpenCRM node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Each OpenCRM node module below opens to reveal its input parameters, outputs, and connection requirements.
Watch ActivitiesTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Crmid | number |
| Fieldname | text |
Watch AssetsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Crmid | number |
| Fieldname | text |
Watch CompaniesTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Crmid | number |
| Fieldname | text |
Watch ContactsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Crmid | number |
| Fieldname | text |
Watch ContractsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Crmid | number |
| Fieldname | text |
Watch InvoicesTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Crmid | number |
| Fieldname | text |
Watch LeadsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Crmid | number |
| Fieldname | text |
Watch OpportunitiesTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Crmid | number |
| Fieldname | text |
Watch ProductsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Crmid | number |
| Fieldname | text |
Watch ProjectsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Crmid | number |
| Fieldname | text |
Watch Purchase OrdersTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Crmid | number |
| Fieldname | text |
Watch QuotesTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Crmid | number |
| Fieldname | text |
Watch Sales OrdersTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Crmid | number |
| Fieldname | text |
Watch TicketsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Crmid | number |
| Fieldname | text |
Watch UsersTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Crmid | number |
| Fieldname | text |
Get Activity CountAction
Get Asset CountAction
Get Company CountAction
Get Contact CountAction
Get Contract CountAction
Get Invoice CountAction
Get Lead CountAction
Get Opportunity CountAction
Get Product CountAction
Get Purchase Order CountAction
Get Quote CountAction
Get Sales Order CountAction
Get Ticket CountAction
Get User CountAction
List ActivitiesSearch
List AssetsSearch
List CompaniesSearch
List ContactsSearch
List ContractsSearch
List InvoicesSearch
List LeadsSearch
List OpportunitiesSearch
List ProductsSearch
List ProjectsSearch
List Purchase OrdersSearch
List QuotesSearch
List Sales OrdersSearch
List TicketsSearch
List UsersSearch
Retrieve a CompanyAction
Retrieve a ContactAction
Retrieve a LeadAction
Retrieve a ProductAction
Retrieve a ProjectAction
Retrieve a Purchase OrderAction
Retrieve a QuoteAction
Retrieve a Sales OrderAction
Retrieve a TicketAction
Retrieve a UserAction
Retrieve an ActivityAction
Retrieve an AssetAction
Retrieve an InvoiceAction
Retrieve an OpportunityAction
Create or Update ActivityAction
Create or Update AssetAction
Create or Update CompanyAction
Create or Update ContactAction
Create or Update Contact Custom 1Action
Create or Update Contact Custom 2Action
Create or Update ContractAction
Create or Update HelpdeskAction
Create or Update InvoiceAction
Create or Update LeadAction
Create or Update OpportunityAction
Create or Update ProjectAction
Create or Update Purchase OrderAction
Create or Update QuoteAction
Create or Update Sales OrderAction
Templates
Look for OpenCRM templates in the WEXTL template library.
Browse templates →Explore alternative apps
- Clientify[2]CRM and sales automation platform for managing contacts, deals, and customer communication.
- ApptivoAll-in-one CRM and business suite for contacts, deals, projects, and invoicing.
- AxonautManage companies, quotations, invoices, opportunities, projects, tasks and products in Axonaut, the CRM and invoicing software for small businesses.
- Agile CRMManage contacts, companies, and deals in Agile CRM.
- ApolloManage Apollo contacts, accounts, sequences, tasks, and deals — search saved records, enroll prospects, and send outreach email.
References
- WEXTL® OpenCRM Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for OpenCRM.
- WEXTL® visual workflow builder data.
Last updated: Jul 21, 2026 15:23