STEP 1
Connect Bigin and Monica CRM
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 Monica CRM Integration
Connect Bigin and Monica CRM to automate crm workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Bigin and Monica CRM
Detailed info you need to know about Bigin and Monica CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
Monica CRM
Manage personal contacts, notes, reminders, and activities with Monica CRM. [6]
How to connect Bigin to Monica CRM
Set up your Bigin and Monica CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Bigin and Monica CRM 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 Monica CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Bigin and Monica CRM work in WEXTL?
WEXTL exposes actions and triggers for Bigin and Monica CRM 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 triggersMonica CRM 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 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 an AttachmentDeletes a file attached to a record.
- 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 a Record PhotoDownloads the profile photo of a record.
- Download an AttachmentDownloads a file attached to 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.
Monica CRM modules
- Create ActivityCreates a new activity.
- Create Activity TypeCreates a new activity type.
- Create Activity Type CategoryCreates a new activity type category.
- Create AddressCreates a new address.
- Create CallCreates a new call.
- Create CompanyCreates a new company.
- Create ContactCreates a new contact.
- Create Contact FieldCreates a new contact field.
- Create ConversationCreates a new conversation.
- Create Conversation MessageCreates a new conversation message.
- Create DebtCreates a new debt.
- Create DocumentCreates a new document.
- Create GenderCreates a new gender.
- Create GiftCreates a new gift.
- Create Journal EntryCreates a new journal entry.
- Create NoteCreates a new note.
- Create PetCreates a new pet.
- Create PhotoCreates a new photo.
- Create RelationshipCreates a new relationship.
- Create ReminderCreates a new reminder.
- Create TagCreates a new tag.
- Create TaskCreates a new task.
- Delete ActivityPerforms the Delete Activity operation.
- Delete Activity TypeDeletes activity type.
- Delete Activity Type CategoryDeletes activity type category.
- Delete AddressPerforms the Delete Address operation.
- Delete CallPerforms the Delete Call operation.
- Delete CompanyPerforms the Delete Company operation.
- Delete ContactPerforms the Delete Contact operation.
- Delete Contact FieldDeletes contact field.
- Delete Contact TagRemoves a tag from a contact.
- Delete Contact TagsRemoves tags from a contact.
- Delete ConversationPerforms the Delete Conversation operation.
- Delete Conversation MessageDeletes conversation message.
- Delete DebtPerforms the Delete Debt operation.
- Delete DocumentPerforms the Delete Document operation.
- Delete GenderPerforms the Delete Gender operation.
- Delete GiftPerforms the Delete Gift operation.
- Delete Journal EntryDeletes journal entry.
- Delete NotePerforms the Delete Note operation.
- Delete PetPerforms the Delete Pet operation.
- Delete PhotoPerforms the Delete Photo operation.
- Delete RelationshipPerforms the Delete Relationship operation.
- Delete ReminderPerforms the Delete Reminder operation.
- Delete TagPerforms the Delete Tag operation.
- Delete TaskPerforms the Delete Task operation.
- Get ActivityReturns a activity.activity.
- Get Activity TypeReturns a activity Type.activity type.
- Get Activity Type CategoryReturns a activity Type Category.activity type category.
- Get AddressReturns a address.address.
Frequently asked questions
Common questions about connecting Bigin and Monica CRM.
Connect your Bigin and Monica CRM 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 "Create Activity" in Monica CRM. Bigin has 3 triggers (including Watch Deleted Records, Watch New Records, and Watch Updated Records); Monica CRM has 129 actions (including Create Activity, Create Activity Type, and Create Activity Type Category). 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-Monica CRM 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 Monica CRM) 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 + Monica CRM 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 Monica CRM integration.
- Bigin and Monica CRM integration source code, module specs and credentials implementation.
- Our Bigin and Monica CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Bigin and Monica CRM — 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
- Monica CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library