Wingmate Integration

Mobile CRM for field sales teams — leads, activities, and reporting. Automate Wingmate lead and opportunity workflows so important handoffs do not live in spreadsheets. Start from Watch Actions on a Lead and let Attachments on a Lead or Get a Contact handle the next step.

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Supported triggers and actions for Wingmate integration

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

Watch Actions on a LeadMonitors actions that have been created on a lead.
Watch All LeadsMonitor all leads accessible to the authenticated user and trigger when new leads are created or existing leads are updated.
Watch Attachments on a LeadMonitor attachments on a specific lead and trigger when new attachments are created or existing attachments are updated.
Watch Campaign UsersTriggers when a user is added to or updated on a campaign.
Watch Campaigns for a UserMonitor campaigns accessible to a specific user and trigger when new campaigns are created.
Watch Comments on a LeadMonitor comments on a specific lead and trigger when new comments are created.
Watch Contacts for a LeadMonitor contacts associated with a specific lead and trigger when new contacts are created or existing contacts are updated.
Watch Contacts on a CampaignMonitor contacts in a campaign and trigger when new contacts are created or existing contacts are updated.
Watch Contracts on a CampaignMonitor contracts in a campaign and trigger when new contracts are created or existing contracts are updated.
Watch EventsReceive real-time updates from Wingmate when selected events occur, such as new leads being created.
Watch Leads for a UserMonitor leads assigned to or created by a specific user and trigger when new leads are created or existing leads are updated.
Watch Leads on a CampaignMonitor leads in a campaign and trigger when new leads are created or existing leads are updated.
Watch Linked Leads for a LeadMonitor leads linked to a specific lead and trigger when new linked leads are created or existing linked leads are updated.
Watch Notifications for a UserMonitor notifications for a specific user and trigger when new notifications are created.
Watch Payments for a UserMonitor payments for a specific user and trigger when new payments are created or existing payments are updated.
Watch Reminders on a LeadMonitor reminders on a specific lead and trigger when new reminders are created.
Watch Requested Actions for a UserMonitor actions assigned to a specific user and trigger when new action requests are created.
Watch User Transactions for a LeadMonitor user transactions associated with a specific lead and trigger when new transactions are created or existing transactions are updated.
Attachments on a LeadRetrieve all attachments associated with a specific lead. This includes uploaded files such as documents, images, or other related resources.
Get a ContactRetrieve the full details of a specific contact, including their name, associated lead, and any custom fields.
Get a LeadRetrieve detailed information about a specific lead using a user authentication token.
Get a ReminderRetrieve the full details of a specific reminder, including its scheduled date, completion status, and associated lead and user.
Get a UserRetrieve the details of a specific user, including their role, campaigns, and profile information.
Get an AttachmentRetrieve the full details of a specific attachment using its ID.
Get CampaignRetrieve detailed information about a specific campaign, including settings, custom fields, and sales stages.
Get Campaign Analytics SectionRetrieve the HTML content for a campaign’s analytics section, showing performance data over a selected interval and filters.
Get Campaign Good Lead PageRetrieve the HTML content of a campaign’s Good Lead page, which explains what qualifies as a good lead.
Get Campaign LeaderboardRetrieve leaderboard information for a campaign, including the top user, their points, and progress level.
Get Lead ContactRetrieve detailed information about a specific contact associated with a lead using a user authentication token.
Get Upload URL for a FileRetrieve a temporary upload URL for a file. This URL can be used to upload a file before attaching it to a lead.
Get Upload URL for a Lead AttachmentRetrieve a temporary upload URL for a file to be attached to a specific lead.
List All LeadsRetrieve all leads accessible to a user using a user authentication token.
List Campaign ContactsRetrieve a list of contacts associated with a campaign, including their details and any custom field data.
List Campaign ContractsRetrieve a list of contracts associated with a campaign, including their status and assigned users.
List Campaign LeadsRetrieve a list of leads from a campaign, including their status, location, custom fields, and activity history.
List Campaign UsersRetrieve a list of users associated with a campaign, with options to filter by role and sort the results.
List Lead ActionsRetrieve all action requests associated with a specific lead, including details about the requesting user and related comments.
List Lead CommentsRetrieve all comments associated with a specific lead, including messages, attachments, and user details.
List Lead ContactsRetrieve a list of contacts associated with a specific lead, including their details and custom field values.
List Lead User TransactionsRetrieve all user transactions associated with a specific lead using a user authentication token.
List Linked LeadsRetrieve all leads that are linked to a specific lead using a user authentication token.
List Reminders on a LeadRetrieve all reminders associated with a specific lead.
List Status Updates on a LeadRetrieve all status updates for a specific lead. This helps track how the lead’s status has changed over time, including who made each update.
List User ActionsRetrieve a list of action requests assigned to a user, including related lead information and status details.
List User CampaignsRetrieve a list of campaigns that a user is a part of, including their settings, custom fields, and sales stages.
List User LeadsRetrieve a list of leads associated with a specific user, including their status, details, and activity history.
List User NotificationsRetrieve a list of notifications for a user, including messages, related lead details, and whether they have been viewed.
List User PaymentsRetrieve a list of payments made to a user, including amounts, payment methods, and transaction details.
List User RemindersRetrieve a list of reminders for a user, including due dates, completion status, and related lead information.
List User TransactionsRetrieve a list of transactions associated with a user payment, including amounts, methods, and related lead information.
Update a ContactUpdate an existing contact by modifying details such as name, associated lead, or custom field values.
Create a Comment on a LeadCreate a comment for a lead.
Create a Reminder on a LeadCreate a new reminder for a specific lead. This can be used to schedule follow-ups or tasks for a user related to that lead.
Create a User NotificationCreate a notification for a user, optionally linking it to a lead and providing custom HTML content for display.
Create an Attachment on a LeadCreate a new attachment for a specific lead. This can include files, text content, or other related resources linked to the lead.
Create Campaign LeadCreate a new lead in a campaign with details such as description, location, assigned users, and custom field data.
Create Campaign UserCreate a new user in a campaign with their contact details, role, and notification preferences.
Create Lead ActionCreate an action request on a lead, assigning it to a user and optionally linking a fulfilling comment.
Create Lead ContactCreate a contact for a specific lead, including name and custom field values, using a user authentication token.
Create User LeadCreate a new lead associated with a specific user, including details such as description, location, and custom field data.
Delete a CommentDelete an existing comment. This permanently removes the comment from the system.
Delete a LeadDelete a lead from your campaign using a user authentication token.
Delete a NotificationDelete an existing notification. This permanently removes the notification from the system.
Delete a ReminderDelete an existing reminder. This permanently removes the reminder from the system.
Delete an ActionDelete an existing action. This permanently removes the action from the system.
Delete an AttachmentDelete an existing attachment from a lead. This permanently removes the attachment from the system.
Delete Lead ContactDelete a contact associated with a lead using a user authentication token.
Flag LeadFlag a lead in the pipeline to indicate it requires attention or meets a specific condition, using a user authentication token.
Make An API CallPerforms an arbitrarily authorized API request.
Mark User Notifications as ViewedMark all notifications for a user as viewed.
Toggle User Campaign Active StatusActivate or deactivate a campaign for a user by toggling its current status.
Update a CommentUpdate an existing comment by modifying its text, associated user, or attached media such as recordings or images.
Update a LeadUpdate the details of a lead, such as its status, description, or assigned salesperson, using a user authentication token.
Update a NotificationUpdate an existing notification by modifying its text, viewed status, associated lead, or rendered HTML content.
Update a ReminderUpdate an existing reminder by modifying its text, scheduled date, completion status, or assigned user.
Update a UserUpdate the details of an existing user, such as their name, password, or profile image.
Update an ActionUpdate an existing action by modifying its details, such as assigning a user, updating the text, or linking a fulfilling comment.
Update an AttachmentUpdate an existing attachment by modifying its details such as name, file type, filename, or associated text.
Update CampaignUpdate the details and settings of an existing campaign, such as its name, contact information, or branding.
Update Lead ContactUpdate the details of a contact associated with a lead, including name and custom field values, using a user authentication token.
Update Lead Custom FieldUpdate values for a specific custom field on a lead using a user authentication token.

How to integrate Wingmate in automation workflow?

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

STEP 1

Select Wingmate in workflow

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

STEP 2

Connect Wingmate

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

WEXTL wants to integrate with your Wingmate account. Approve?

STEP 3

Build a workflow

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

Wingmate

How Wingmate connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Wingmate app is called in workflows. That allows your sales automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Wingmate supports.

Full Wingmate API documentation

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

Demonstration of Wingmate connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
API KeyRequired	password	Enter your API key. Company administrators can generate an API key in their account settings. For step-by-step instructions, see: https://support.wingmateapp.com/hc/en-us/articles/33637602973837-Integrating-with-Wingmate-Getting-Started
EmailRequired	text	The email address of the user to sign in as.
PasswordRequired	password	The password of the user.

Connect Wingmate to popular apps on WEXTL

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

Select Watch Leads for a User trigger from Wingmate - this will be a starting point in your automation. Whenever event happens in Wingmate, workflow will start [7] from Watch Leads for a User node.

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

Wingmate on WEXTL has 81 modules for combining sales automations. Explore Wingmate documentation for more.

Video slide demonstrates how Watch Leads for a User and Create a Comment on a Lead nodes are used in Wingmate workflow.

Video slide demonstrates how Watch Leads for a User and Create a Comment on a Lead [6] nodes are used in Wingmate workflow.

Frequently asked questions

Common questions about automating Wingmate in your workflows.

Wingmate has 18 triggers, including "Watch Actions on a Lead", "Watch All Leads", and "Watch Attachments on a Lead", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 63 actions, including "Attachments on a Lead", "Get a Contact", and "Get a Lead", and more. Refer to our Wingmate 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 Wingmate integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Wingmate official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Wingmate 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 Wingmate 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 Wingmate 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 Wingmate 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 Wingmate integration.

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

Wingmate Integration

Supported triggers and actions for Wingmate integration