STEP 1
Connect Bigin and OpenCRM
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 OpenCRM Integration
Connect Bigin and OpenCRM 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 OpenCRM
Detailed info you need to know about Bigin and OpenCRM integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Bigin to OpenCRM
Set up your Bigin and OpenCRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Bigin and OpenCRM 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 OpenCRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Bigin and OpenCRM work in WEXTL?
WEXTL exposes actions and triggers for Bigin and OpenCRM 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 triggersOpenCRM 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.
OpenCRM modules
- Create or Update ActivityCreates a new activity or updates an existing one by ID.
- Create or Update AssetCreates a new asset or updates an existing one by ID.
- Create or Update CompanyCreates a new company or updates an existing one by ID.
- Create or Update ContactCreates a new contact or updates an existing one by ID.
- Create or Update Contact Custom 1Creates or updates a contact using the first set of custom fields.
- Create or Update Contact Custom 2Creates or updates a contact using the second set of custom fields.
- Create or Update ContractCreates a new contract or updates an existing one by ID.
- Create or Update HelpdeskCreates a new helpdesk ticket or updates an existing one by ID.
- Create or Update InvoiceCreates a new invoice or updates an existing one by ID.
- Create or Update LeadCreates a new lead or updates an existing one by ID.
- Create or Update OpportunityCreates a new sales opportunity or updates an existing one by ID.
- Create or Update ProjectCreates a new project or updates an existing one by ID.
- Create or Update Purchase OrderCreates a new purchase order or updates an existing one by ID.
- Create or Update QuoteCreates a new quote or updates an existing one by ID.
- Create or Update Sales OrderCreates a new sales order or updates an existing one by ID.
- Get Activity CountReturns the total count of activity records in the account.
- Get Asset CountReturns the total count of asset records in the account.
- Get Company CountReturns the total count of company records in the account.
- Get Contact CountReturns the total count of contact records in the account.
- Get Contract CountReturns the total count of contract records in the account.
- Get Invoice CountReturns the total count of invoice records in the account.
- Get Lead CountReturns the total count of lead records in the account.
- Get Opportunity CountReturns the total count of sales opportunity records in the account.
- Get Product CountReturns the total count of product records in the account.
- Get Purchase Order CountReturns the total count of purchase order records in the account.
- Get Quote CountReturns the total count of quote records in the account.
- Get Sales Order CountReturns the total count of sales order records in the account.
- Get Ticket CountReturns the total count of support ticket records in the account.
- Get User CountReturns the total count of user records in the account.
- List ActivitiesSearches and returns a list of activity records matching the given filters.
- List AssetsSearches and returns a list of asset records matching the given filters.
- List CompaniesSearches and returns a list of company records matching the given filters.
- List ContactsSearches and returns a list of contact records matching the given filters.
- List ContractsSearches and returns a list of contract records matching the given filters.
- List InvoicesSearches and returns a list of invoice records matching the given filters.
- List LeadsSearches and returns a list of lead records matching the given filters.
- List OpportunitiesSearches and returns a list of sales opportunity records matching the given filters.
- List ProductsSearches and returns a list of product records matching the given filters.
- List ProjectsSearches and returns a list of project records matching the given filters.
- List Purchase OrdersSearches and returns a list of purchase order records matching the given filters.
- List QuotesSearches and returns a list of quote records matching the given filters.
- List Sales OrdersSearches and returns a list of sales order records matching the given filters.
- List TicketsSearches and returns a list of support ticket records matching the given filters.
- List UsersSearches and returns a list of user records matching the given filters.
- Make an API CallExecutes an arbitrary authenticated HTTP request against the OpenCRM API.
- Retrieve a CompanyRetrieves a single company record by its ID.
- Retrieve a ContactRetrieves a single contact record by its ID.
- Retrieve a LeadRetrieves a single lead record by its ID.
- Retrieve a ProductRetrieves a single product record by its ID.
- Retrieve a ProjectRetrieves a single project record by its ID.
Frequently asked questions
Common questions about connecting Bigin and OpenCRM.
Connect your Bigin and OpenCRM 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 or Update Activity" in OpenCRM. Bigin has 3 triggers (including Watch Deleted Records, Watch New Records, and Watch Updated Records); OpenCRM has 59 actions (including Create or Update Activity, Create or Update Asset, and Create or Update Company). 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-OpenCRM 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 OpenCRM) 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 + OpenCRM 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 OpenCRM integration.
- Bigin and OpenCRM integration source code, module specs and credentials implementation.
- Our Bigin and OpenCRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Bigin and OpenCRM — 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
- OpenCRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library