EngageBay CRM REST API

Name: EngageBay CRM REST 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.

Use for: I need to create a contact in EngageBay from a new sign-up, Find a contact by their email address, Add a tag to a contact when they upgrade their plan, Update a company's properties from a billing system event

Not supported: Does not handle email campaign sending, landing page hosting, or live chat sessions - use for reading and writing CRM records (contacts, companies, deals, tags, notes) in EngageBay only.

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.

Jentic One on Github

Install Jentic One Beta

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.

Two steps, two machines. Install the instance in a safe environment, then register your agent from wherever it runs.

Step 1: Jentic One Host machine

# On the machine that will host your Jentic One instance:
curl -fsSL "https://jentic.com/install.sh?src=apis&api=%2Fapis%2Fengagebay.com%2Fengagebay" | sh

Step 2: Agent machine

# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL "https://jentic.com/install.sh?src=apis&api=%2Fapis%2Fengagebay.com%2Fengagebay" | 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.

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

Manage contact notes, call logs, and ownership assignments

GET STARTED

Start building with EngageBay CRM REST API

Explore with Jentic One

View OpenAPI Document

Use Cases

Patterns agents use EngageBay CRM REST 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

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

Why Jentic?

What agents get from Jentic-routed access to this vendor.

Setup

Wiring the EngageBay CRM REST API by hand means placing its API key in the Authorization header, learning its /dev/api/panel route layout across 71 operations, and building your own error handling against https://app.engagebay.com. Through Jentic you install once, import the EngageBay CRM REST API from the API Directory, store the key once, and your agent calls it.

Permission scoping

The EngageBay CRM REST API puts the contact id in the URL path (/dev/api/panel/subscribers/{id}), so a rule can pin your agent to one contact: it can read that contact and nothing else. You choose the operations it may call, so ones like adding a score, creating companies, or batch subscriber updates are not included unless you add them.

Credential isolation

Your EngageBay API key is stored once, encrypted, by your own Jentic One instance and injected at execution time. It never enters the agent's prompt, logs, or context.

Intent-based discovery

Agents search Jentic by intent such as 'look up a CRM contact by email' or 'create a company record', and Jentic returns the matching EngageBay operation with its input schema so the agent calls the right endpoint without browsing the reference docs.

FAQs

Specific to using EngageBay CRM REST 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 with Jentic One, the self-hosted execution layer.

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.

Can I limit what my agent is allowed to do with the EngageBay CRM REST API?

Yes. Because you run Jentic One yourself, your own rules decide which of the 71 EngageBay operations and which stored API key the agent may use. Since the contact id sits in the URL path at /dev/api/panel/subscribers/{id}, a rule can pin the agent to a single contact so it reads only that record and nothing else. You choose the operations it may call, so actions like adding a lead score, creating companies, or running batch subscriber updates stay off-limits until you grant them.

EngageBay CRM REST API

Connect the EngageBay CRM REST API to your agent

Capabilities

Start building with EngageBay CRM REST API

Use Cases

Key Endpoints

Why Jentic?

Related APIs

FAQs