STEP 1
Connect Bigin and Redtail 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 Redtail CRM Integration
Build crm workflows between Bigin and Redtail CRM 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 Redtail CRM
Detailed info you need to know about Bigin and Redtail CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
Redtail CRM
Client relationship management software for financial advisors. [6]
How to connect Bigin to Redtail CRM
Set up your Bigin and Redtail CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Bigin and Redtail 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 Redtail CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Bigin and Redtail CRM work in WEXTL?
WEXTL exposes actions and triggers for Bigin and Redtail 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 triggersRedtail 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 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.
Redtail CRM modules
- Add a Comment to a NoteAdds a comment to a note, optionally notifying a user or team.
- Add a Contact to a Tag GroupAdds a contact to a tag group.
- Add a Custom Field Value to a ContactSets a custom field value on a contact.
- Add a Keyword to a ContactAssigns a keyword to a contact.
- Add a Member to a FamilyAdds a contact to a family.
- Add an Attendee to a SeminarAdds a contact as an attendee of a seminar.
- Complete a Workflow StepCompletes a workflow step, with an outcome when the step requires one.
- Complete a Workflow TaskMarks a workflow task complete.
- Create a ContactCreates a new contact, optionally with contact details, keywords, advisor roles, and an allocation model.
- Create a Contact AccountAdds a financial account to a contact.
- Create a Contact AddressAdds an address to a contact.
- Create a Contact AssetAdds an asset to a contact's financial picture.
- Create a Contact EmailAdds an email address to a contact.
- Create a Contact EmploymentAdds an employment record to a contact.
- Create a Contact LiabilityAdds a liability to a contact's financial picture.
- Create a Contact NoteAdds a note to a contact, optionally notifying a user or team and creating a follow-up activity.
- Create a Contact PhoneAdds a phone number to a contact.
- Create a Contact Social Media AccountAdds a social media account to a contact.
- Create a Contact URLAdds a web address to a contact.
- Create a FamilyCreates a family with a head of household and optional members.
- Create a Family for a ContactCreates a family with the contact as head of household.
- Create an Account AssetAdds a holding to a financial account.
- Create an Account BeneficiaryAdds a beneficiary to a financial account.
- Create an ActivityCreates a calendar activity, optionally recurring, with linked contacts and attendees.
- Create an OpportunityCreates an opportunity linked to one or more contacts.
- Create a SeminarCreates a seminar, optionally with attendees.
- Create a Tag GroupCreates a tag group.
- Create a WorkflowStarts a workflow from a template, optionally for a contact.
- Create a Workflow TaskAdds a task to a workflow step.
- Delete a ContactDeletes a contact.
- Delete a Contact AccountDeletes a financial account from a contact.
- Delete a Contact AddressDeletes an address from a contact.
- Delete a Contact AssetDeletes an asset recorded for a contact.
- Delete a Contact Custom Field ValueDeletes a custom field value from a contact.
- Delete a Contact EmailDeletes an email address from a contact.
- Delete a Contact EmploymentDeletes an employment record from a contact.
- Delete a Contact LiabilityDeletes a liability recorded for a contact.
- Delete a Contact NoteDeletes a note from a contact.
- Delete a Contact PhoneDeletes a phone number from a contact.
- Delete a Contact Social Media AccountDeletes a social media account from a contact.
- Delete a Contact URLDeletes a web address from a contact.
- Delete a FamilyDeletes a family.
- Delete an Account AssetDeletes a holding from a financial account.
- Delete an Account BeneficiaryDeletes a beneficiary from a financial account.
- Delete an ActivityDeletes an activity.
- Delete an OpportunityDeletes an opportunity.
- Delete a SeminarDeletes a seminar.
- Delete a Tag GroupDeletes a tag group.
- Delete a WorkflowDeletes a workflow.
- Delete a Workflow TaskDeletes a workflow task.
Frequently asked questions
Common questions about connecting Bigin and Redtail CRM.
Connect your Bigin and Redtail 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 "Add a Comment to a Note" in Redtail CRM. Bigin has 3 triggers (including Watch Deleted Records, Watch New Records, and Watch Updated Records); Redtail CRM has 141 actions (including Add a Comment to a Note, Add a Contact to a Tag Group, and Add a Custom Field Value to a Contact). 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-Redtail 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 Redtail 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 + Redtail 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 Redtail CRM integration.
- Bigin and Redtail CRM integration source code, module specs and credentials implementation.
- Our Bigin and Redtail CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Bigin and Redtail 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
- Redtail CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library