STEP 1
Connect Bigin and Meritto
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Bigin and Meritto Integration
Keep Bigin and Meritto in sync by integrating their events and actions. When crm events happen in Bigin, update the Meritto automatically - without any line of code in visual workflow builder.
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Learn about Bigin and Meritto
Detailed info you need to know about Bigin and Meritto integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Bigin to Meritto
Set up your Bigin and Meritto integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Bigin and Meritto nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Bigin and Meritto. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Bigin and Meritto work in WEXTL?
WEXTL exposes actions and triggers for Bigin and Meritto that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Bigin triggersMeritto actions
Bigin modules
- Add Tags to a RecordAdds tags to a record.
- Add Tags to RecordsAdds tags to several records at once.
- Change Owner of Multiple RecordsChanges the owner of several records at once.
- Change Record OwnerChanges the owner of a record.
- Create a Bulk Read JobStarts an export of a module's records to a CSV file.
- Create a Bulk Write JobStarts an import of records from an uploaded file.
- Create a NoteCreates a note on a record.
- Create a RecordCreates a new record in a Bigin module.
- Create a Record NoteAdds a note to a record.
- Create a UserInvites a new user to the organization.
- Create TagsCreates one or more tags in a module.
- Delete an AttachmentDeletes a file attached to a record.
- Delete a NoteDeletes a note from a record.
- Delete a RecordDeletes a record.
- Delete a Record PhotoRemoves the profile photo of a record.
- Delete a TagDeletes a tag.
- Delete a UserDeletes a user from the organization.
- Delete Multiple RecordsDeletes up to 100 records in one call.
- Delete NotesDeletes several notes at once.
- Delete Notification ChannelsStops the given notification channels.
- Download a Bulk Read ResultDownloads the finished export as a ZIP file.
- Download a FileDownloads a file that was uploaded to Bigin.
- Download an AttachmentDownloads a file attached to a record.
- Download a Record PhotoDownloads the profile photo of a record.
- Enable NotificationsStarts sending Bigin record events to a URL of your choice.
- Get a Bulk Read JobReturns the status of a bulk export.
- Get a Bulk Write JobReturns the status and counts of a bulk import.
- Get a Custom ViewReturns a single saved view.
- Get a RecordReturns a single record by its ID.
- Get a UserReturns a single user.
- Get Module MetadataReturns the settings and details of a module.
- Get Organization DetailsReturns the details of your Bigin organization.
- Get Record CountReturns the number of records in a module.
- Get Tag Record CountReturns how many records carry a tag.
- List AttachmentsRetrieves the files attached to a record.
- List Custom ViewsRetrieves the saved views of a module.
- List Deleted RecordsRetrieves records that were deleted from a module.
- List FieldsRetrieves the fields of a module.
- List From AddressesRetrieves the email addresses you can send from.
- List LayoutsRetrieves the layouts of a module, including team pipelines.
- List ModulesRetrieves the modules available in Bigin.
- List NotesRetrieves notes across all records.
- List Notification ChannelsRetrieves your active notification channels.
- List ProfilesRetrieves the permission profiles in the organization.
- List Record NotesRetrieves the notes on a record.
- List RecordsRetrieves a list of records from a Bigin module.
- List Related ListsRetrieves the related lists of a module.
- List Related RecordsRetrieves the records linked to a record through a related list.
- List RolesRetrieves the roles in the organization.
- List TagsRetrieves the tags defined for a module.
Meritto modules
- Add Master DataAdds new master data to the system.
- Add Master Data ValuesAdds master data values to the system.
- Bulk Create or Update LeadsCreates or updates multiple leads at once.
- Create a LeadCreates a lead in the system.
- Create an ApplicationCreates a new application.
- Create an OpportunityCreates a new opportunity.
- Create a UserCreates a user in the service.
- Create or Update a LeadCreates or updates a lead in the system.
- Create or Update an ApplicationCreates a new application or updates an existing one.
- Delete a LeadDeletes a lead from the records.
- Get Activity by Date RangeRetrieves activities within a specified date range.
- Get Activity by Lead IDRetrieves activities associated with a specific lead ID.
- Get Activity CodesRetrieves activity codes from the service and returns them as a list.
- Get a Master Data Child List by IDRetrieves a master data child list using a specific ID.
- Get Application StagesRetrieves the stages of an application process.
- Get Application Sub StagesRetrieves application sub stages for a given application.
- Get a Roles ListRetrieves a list of roles from the service.
- Get Form Field DetailsRetrieves details of a specific form field.
- Get Job StatusRetrieves the current status of a specified job in the system.
- Get Lead DetailsRetrieves the details of a lead using their mobile number.
- Get Lead DetailsRetrieves lead details by email address.
- Get Lead Details by IDRetrieves the details of a lead using their unique ID.
- Get Lead FieldsRetrieves lead fields from the service.
- Get Master Data DetailsRetrieves master data details using an ID.
- Get Paragraph DetailsRetrieves detailed information about a specific paragraph from a document.
- Get Permission GroupsRetrieves permission groups from the service.
- Get Ticket CategoriesRetrieves ticket categories from the service.
- Get Ticket DetailsRetrieves details of a specified ticket.
- Get User DetailsRetrieves details for a specific user, including their profile information and settings.
- List ApplicationsRetrieves a list of applications from the service.
- List FormsRetrieves a list of forms from the service.
- List LeadsRetrieves a list of leads from the service.
- List Master DataRetrieves master data records from the service and allows retrieving one or more results.
- List Payment ProductsRetrieves a list of payment products available in the system.
- List PaymentsRetrieves a list of payments from the service.
- List TeamsRetrieves a list of teams from the service.
- List TicketsRetrieves a list of tickets from the service.
- List UsersRetrieves a list of users from the service.
- Make an API CallMakes an arbitrary API call to the specified service endpoint.
- Update a LeadUpdates a lead's details in the CRM system.
- Update an ApplicationUpdates the details of an existing application in the system.
- Update an OpportunityUpdates an opportunity with new details or changes existing information.
- Update a UserUpdates a user's details or information in the service.
- Update Master DataUpdates master data within the service.
- Update Master Data ValuesUpdates master data values within the system.
- Watch ActivitiesTriggers when a new activity is recorded.
- Watch ApplicationsTriggers when a new application is created or an existing one is updated.
- Watch FormsTriggers when a new form is created or an existing form is modified.
- Watch Payment ProductsTriggers when a payment product event occurs.
- Watch TeamsTriggers when there are new events involving teams.
Frequently asked questions
Common questions about connecting Bigin and Meritto.
Connect your Bigin and Meritto accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Bigin's "Watch Deleted Records" fires, WEXTL can "Add Master Data" in Meritto. Bigin has 3 triggers (including Watch Deleted Records, Watch New Records, and Watch Updated Records); Meritto has 45 actions (including Add Master Data, Add Master Data Values, and Bulk Create or Update Leads). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Bigin-to-Meritto automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Bigin (or Meritto) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Bigin + Meritto automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Bigin and Meritto integration.
- Bigin and Meritto integration source code, module specs and credentials implementation.
- Our Bigin and Meritto integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Bigin and Meritto — 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.
- Bigin integration information
- Meritto integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library