EngageBay CRM REST API

Name: EngageBay CRM REST API API
Brand: EngageBay CRM REST API
Availability: InStock

★ Only Publicly Available OpenAPI DocumentCRMContact ManagementapiKey71 EndpointsREST

For Agents

Read and write contacts, companies, deals, tags, notes, and tasks across the EngageBay CRM via 71 REST endpoints.

Connect the EngageBay CRM REST API to your agent

Jentic One is a self-hosted execution layer for AI agents. It lets your agent call the EngageBay CRM REST API, or any other public or private API you need. You set the rules, the agent never sees your credentials, and every call is logged.

Install Jentic One Beta (Self-Hosted)

Jentic One Host machine

# On the machine that will host your Jentic One instance:
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh

Agent machine

# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh
jentic register       # connects your agent to your Jentic One instance

Jentic One is in public beta. The setup above keeps your agent separate from the instance, which is what you want before using real credentials: an agent running as the same OS user as Jentic One can read its stored keys directly. Just evaluating? A single local install is fine to start. See the secure deployment guide for the tiers.

Capabilities

What an agent can do with EngageBay CRM REST API API.

Look up a contact by ID or by email and inspect its tags

Create or partially update contacts and companies in batches

Search across contacts, companies, and deals with one query

Add or remove tags and adjust contact scores

GET STARTED

Start building with EngageBay CRM REST API API

Explore with Jentic

View OpenAPI Document

Jentic publishes the only available OpenAPI document for EngageBay CRM REST API, keeping it validated and agent-ready.

Jentic publishes the only available OpenAPI specification for EngageBay CRM REST API, keeping it validated and agent-ready. EngageBay is an all-in-one marketing, sales, and support CRM, and the API exposes contacts, companies, deals, tags, notes, call logs, tasks, owners, custom fields, tickets, and more. The 71-endpoint surface lets agents read and write across the full CRM data model rather than just the contact object. Sales and ops teams use it to keep EngageBay in sync with product systems, search across contacts, companies, and deals, and adjust contact tags or owners in response to events.

Use Cases

Patterns agents use EngageBay CRM REST API API for, with concrete tasks.

★ Lead Capture to CRM

When a new lead signs up via a marketing form, the agent calls POST /dev/api/panel/subscribers/subscriber to create the contact, then optionally tags them with POST /dev/api/panel/subscribers/email/tags/add. This keeps EngageBay's lead pipeline current without nightly batch imports.

Create a contact for 'jane@example.com' with first_name 'Jane' and add the 'newsletter-2026' tag in two API calls

Search Across Contacts, Companies, and Deals

Use GET /dev/api/search to run a single query against contacts, companies, and deals — useful for an agent answering 'do we already know this person?' before creating a duplicate. The endpoint reduces three lookups to one.

Search 'acme.com' across all record types and return any matching contacts, companies, and deals

Tag and Score Maintenance

When product events indicate a status change (e.g. a free user upgrades), the agent calls POST /dev/api/panel/subscribers/email/tags/add and POST /dev/api/panel/subscribers/add-score/{email}/{score} to keep tags and lead scores aligned with reality. Sales reps then see accurate scoring in EngageBay.

Add the 'paid' tag and bump score by 20 for the contact with email 'pat@example.com'

Agent-Driven CRM Hygiene

An AI agent doing daily CRM hygiene searches Jentic for 'find engagebay contact by email', loads the operation, and chains follow-ups to update tags, scores, owners, or notes. Bulk creates run through POST /dev/api/panel/subscribers/subscriber-batch when a downstream system delivers many records at once.

For each new sign-up in the last 24 hours, look up by email and add a 'recent-signup' tag; create the contact if it doesn't exist

Key Endpoints

71 endpoints — jentic publishes the only available openapi specification for engagebay crm rest api, keeping it validated and agent-ready.

METHOD

PATH

DESCRIPTION

POST

/dev/api/panel/subscribers/subscriber

Create a contact

GET

/dev/api/panel/subscribers/{id}

Get contact by ID

GET

/dev/api/panel/subscribers/contact-by-email/{email}

Get contact by email

POST

/dev/api/panel/subscribers/email/tags/add

Add tags to a contact by email

POST

/dev/api/panel/subscribers/add-score/{email}/{score}

Add score to a contact

GET

/dev/api/search

Search contacts, companies, or deals

POST

/dev/api/panel/companies/company

Create a company

POST

/dev/api/panel/subscribers/subscriber-batch

Create a batch of contacts

POST

/dev/api/panel/subscribers/subscriber

Create a contact

GET

/dev/api/panel/subscribers/{id}

Get contact by ID

GET

/dev/api/panel/subscribers/contact-by-email/{email}

Get contact by email

POST

/dev/api/panel/subscribers/email/tags/add

Add tags to a contact by email

POST

/dev/api/panel/subscribers/add-score/{email}/{score}

Add score to a contact

Why though Jentic?

Three things that make agents converge on Jentic-routed access.

Credential isolation

EngageBay API keys are stored encrypted in the Jentic vault and supplied to requests at execution time. The raw key never enters the agent's context.

Intent-based discovery

Across 71 endpoints, agents search intents like 'find engagebay contact by email' and Jentic returns the matching operation with its input schema and path parameters.

Time to first call

Direct EngageBay integration: 2-3 days to navigate 71 endpoints, the panel-prefixed paths, and tag/score operations. Through Jentic: under 1 hour per intent — search, load, execute.

Related APIs

Alternatives and complements available in the Jentic catalogue.

Alternative

Engage.so API

Engage.so is focused on lifecycle messaging; EngageBay is a full marketing/sales/support CRM.

Pick Engage.so when the task is event-driven messaging; pick EngageBay when CRM-level objects (deals, companies, tickets) are needed.

Alternative

Endear API

Endear is retail-specific clienteling; EngageBay is a horizontal CRM.

Choose Endear for retail/POS-tied customer records; choose EngageBay for general B2B/B2C CRM.

Complementary

EndorseFlow API

EndorseFlow can ask testimonials from EngageBay contacts after a positive interaction.

Use EngageBay to identify the right contact; use EndorseFlow to send the testimonial request.

FAQs

Specific to using EngageBay CRM REST API API through Jentic.

Why is there no official OpenAPI spec for EngageBay CRM REST API?

EngageBay does not publish an OpenAPI specification — they document their REST API in a GitHub repo. Jentic generates and maintains an OpenAPI spec from that source so AI agents and developers can call EngageBay CRM REST API via structured tooling. It is validated against the live API and kept up to date. Get started at https://app.jentic.com/sign-up.

What authentication does the EngageBay CRM REST API use?

EngageBay uses an API key via the `apiKeyAuth` scheme. Through Jentic, the key is stored encrypted in the vault and applied at execution time so the raw value never enters the agent's prompt.

Can I look up a contact by email in EngageBay?

Yes. GET /dev/api/panel/subscribers/contact-by-email/{email} returns the contact for a given email address. Use it before creating a new contact to avoid duplicates.

How do I search across contacts, companies, and deals at once?

GET /dev/api/search runs one query across all three record types and returns matching records. This avoids issuing three separate calls when the agent only has a fuzzy query string.

What are the rate limits for the EngageBay CRM REST API?

The OpenAPI spec does not declare rate limits. EngageBay enforces account-level throttling in production; back off on HTTP 429 responses and check the EngageBay GitHub docs for the exact ceiling on your plan.

How do I create a contact through Jentic?

Run `pip install jentic`, search 'create an engagebay contact', and Jentic returns POST /dev/api/panel/subscribers/subscriber with its input schema. The agent supplies the contact fields and executes against base URL https://app.engagebay.com.