STEP 1
Connect Bigin and Ontraport
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 Ontraport Integration
Build crm workflows between Bigin and Ontraport on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Bigin and Ontraport
Detailed info you need to know about Bigin and Ontraport integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Bigin to Ontraport
Set up your Bigin and Ontraport integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Bigin and Ontraport 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 Ontraport. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Bigin and Ontraport work in WEXTL?
WEXTL exposes actions and triggers for Bigin and Ontraport 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 triggersOntraport 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.
Ontraport modules
- Add Objects to a Campaign or SequenceSubscribes one or more records to campaigns or sequences.
- Add Objects to SequencesAdds one or more records to one or more sequences.
- Add Tags to ObjectsAdds one or more tags to one or more records.
- Add Tags to Objects by NameAdds one or more tags, picked by name, to one or more records.
- Assign a TaskAssigns a task message to one or more records.
- Cancel TasksCancels one or more tasks.
- Change a Transaction to CollectionsMarks a transaction as being in collections.
- Change a Transaction to DeclinedMarks a transaction as declined.
- Change a Transaction to PaidMarks a transaction as paid.
- Close a ConversationSets a conversation's status to closed.
- Complete TasksMarks one or more tasks as completed and can assign a follow-up task.
- Create a Calendar EventCreates a new calendar event with optional recurrence and guests.
- Create a Card Tokenization SessionCreates a short-lived session for sending card details to Ontraport's secure domain in exchange for a token.
- Create a ConversationCreates a new conversation with a contact in a channel.
- Create a MessageCreates a new message such as an email, a text message, or a task message.
- Create an InvoiceCreates an invoice for a contact and optionally emails it to them.
- Create an ObjectCreates a new record of any object type, such as a contact or a custom object.
- Create a TransactionCharges a contact for an offer, or logs the transaction without charging.
- Create Object Fields and SectionsCreates new fields, and a section for them if needed, on an object type.
- Create or Merge an ObjectCreates a record, or updates the existing one that has a matching unique value.
- Delete a Calendar EventDeletes a calendar event or a recurring series.
- Delete an ObjectDeletes a single record of any object type.
- Delete an Object Field or SectionDeletes a field, or an empty section, from an object type.
- Delete ObjectsDeletes several records of one object type at once.
- Find an Object by EmailFinds the ID of a record by its email address.
- Get a Landing Page Hosted URLReturns the permanent hosted address of a landing page.
- Get a MessageReturns a single message with its full content.
- Get an ObjectReturns a single record of any object type.
- Get an Object by Unique IDReturns a single record by its unique identifier.
- Get a Transaction OrderReturns a single order with its offer, products and next payment date.
- Get Conversation View CountsReturns how many conversations of each kind an inbox holds.
- Get Form HTMLReturns the HTML of a form.
- Get Localization MetadataReturns the choices available for each localization setting.
- Get Localization SettingsReturns the time zone, date format, and currency settings of the account.
- Get Object Collection InfoReturns the list layout and the number of records that match a search.
- Get Object Fields and SectionsRetrieves the sections and fields of an object type.
- Get Object MetaReturns the field definitions of one or all object types.
- Get Purchase and Contact DataReturns full information about a purchase and the contact who made it.
- Get the Latest Landing Page VersionReturns the most recent saved version of a landing page.
- Get Transaction, Product, and Contact DataReturns full information about a transaction, its product and the contact.
- List All Form BlocksRetrieves a list of all form blocks in the account.
- List Blocks for a FormRetrieves a list of the blocks that make up a form or landing page.
- List Calendar Event GuestsRetrieves a list of guests invited to a calendar event.
- List Calendar EventsRetrieves a list of calendar events starting from a chosen time.
- List Calendar Potential GuestsRetrieves a list of contacts and users that can be invited to a calendar event.
- List CalendarsRetrieves a list of calendars in the account.
- List Conversation MessagesRetrieves the messages and log events of a conversation.
- List CurrenciesRetrieves a list of the currencies the account can use.
- List ObjectsRetrieves a list of records of any object type, with optional filters and sorting.
- List Objects with a TagRetrieves a list of records of any object type that carry a given tag.
Frequently asked questions
Common questions about connecting Bigin and Ontraport.
Connect your Bigin and Ontraport 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 Objects to a Campaign or Sequence" in Ontraport. Bigin has 3 triggers (including Watch Deleted Records, Watch New Records, and Watch Updated Records); Ontraport has 87 actions (including Add Objects to a Campaign or Sequence, Add Objects to Sequences, and Add Tags to Objects). 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-Ontraport 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 Ontraport) 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 + Ontraport 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 Ontraport integration.
- Bigin and Ontraport integration source code, module specs and credentials implementation.
- Our Bigin and Ontraport integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Bigin and Ontraport — 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
- Ontraport integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library