Oro CRM icon

Oro CRM Integration

Open-source CRM and commerce platform for contacts, accounts, deals, and customer data. Turn Oro CRM record changes into automated workflows for sales and customer teams. Start with Watch Accounts, then connect actions such as Get a Checkout Record and Get a Contact to what happens next.
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  • GDPR
  • Data Encryption
  • 2FA
  • Local Data Region

Supported triggers and actions for Oro CRM integration

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

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    Watch AccountsTriggers when a new account is created.
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    Watch ContactsTriggers when a new contact is created or an existing contact is updated.
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    Watch ConversationsTriggers when new conversations are detected.
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    Watch Customer AddressTriggers when a customer address is updated or changed.
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    Watch Customer Tax CodesTriggers when a customer's tax code is created or updated.
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    Watch CustomersTriggers when a new customer is added or an existing customer is updated.
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    Watch Order AddressTriggers when an order address is updated or created.
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    Watch Order LineTriggers when a new order line is created.
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    Watch OrdersTriggers when a new order is created.
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    Watch Product Kit ItemsTriggers when a product kit item is created or updated.
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    Watch ProductsTriggers when new products are added or existing products are updated.
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    Get a Checkout RecordRetrieves a checkout record.
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    Get a ContactRetrieves a contact's details by ID.
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    Get a ConversationRetrieves a specific conversation record.
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    Get a CustomerRetrieves a specific customer record.
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    Get a Customer ConversationRetrieves the record of the customer that a specific conversation belongs to.
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    Get a Customer GroupRetrieves a specific customer group record.
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    Get a Customer Tax CodeRetrieves a specific customer tax code record.
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    Get a ProductRetrieves a product record.
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    Get a Product DescriptionRetrieves a product description record.

How to integrate Oro CRM in automation workflow?

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

How Oro CRM connects and integrates with WEXTL

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

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

Video slide demonstrates how Oro CRM is connected in WEXTL builder.

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

FieldTypeHelp
ORO - SubdomainRequired
text

Open your Oro app in a web browser, and Copy your domain from the URL e.g https://example.orocrm.com

Oro - Client IDRequired
text

Create an OAuth application from your Oro My User → OAuth Applications menu (after configuring encryption keys), then copy the generated client_id

Oro - Client SecretRequired
password

Create an OAuth application from your Oro My User → OAuth Applications menu (after configuring encryption keys), and copy the generated client_secret

Connect Oro CRM to popular apps on WEXTL

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

Select Watch Product Kit Items trigger from Oro CRM - this will be a starting point in your automation. Whenever event happens in Oro CRM, workflow will start [7] from Watch Product Kit Items node.

Search for Create a Product, connect it as the next step of integration sequence. You can use filters between Watch Product Kit Items and Create a Product, so only important data pass from Watch Product Kit Items to the next step. WEXTL gives you full control over the process of Oro CRM automation. All parts of workflow are visible on the canvas [4].

Oro CRM on WEXTL has 106 modules for combining crm automations. Explore Oro CRM documentation for more.

Video slide demonstrates how Watch Product Kit Items and Create a Product nodes are used in Oro CRM workflow.

Video slide demonstrates how Watch Product Kit Items and Create a Product [6] nodes are used in Oro CRM workflow.

Frequently asked questions

Common questions about automating Oro CRM in your workflows.

Try Oro CRM on WEXTL®

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

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References

List of sources used to gather information about the Oro CRM integration.

  1. Oro CRM integration source code, module specs and credentials implementation.
  2. Internal Oro CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official Oro CRM 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® Oro CRM App Documentation
  7. WEXTL® Workflow Scheduler
  8. WEXTL® HTTP node documentation