Bigin and Shape Integration

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Connect Bigin and Shape 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 Shape

Detailed info you need to know about Bigin and Shape integrations in WEXTL. Explore which modules apps support and how you connect them.

  • Bigin

    • CRM
    • 3 triggers
    • 34 searches
    • 44 actions

    Simple pipeline-based CRM for small businesses, by Zoho. [5]

  • Shape

    • CRM
    • 3 searches
    • 9 actions

    Create, update and track mortgage leads, assignments, documents and call activity in Shape CRM. [6]

How to connect Bigin to Shape

Set up your Bigin and Shape integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

How does the integration between Bigin and Shape work in WEXTL?

WEXTL exposes actions and triggers for Bigin and Shape 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 triggersShape actions

Bigin modules

  • Add Tags to a Record Adds tags to a record.
  • Add Tags to Records Adds tags to several records at once.
  • Change Owner of Multiple Records Changes the owner of several records at once.
  • Change Record Owner Changes the owner of a record.
  • Create a Bulk Read Job Starts an export of a module's records to a CSV file.
  • Create a Bulk Write Job Starts an import of records from an uploaded file.
  • Create a Note Creates a note on a record.
  • Create a Record Creates a new record in a Bigin module.
  • Create a Record Note Adds a note to a record.
  • Create a User Invites a new user to the organization.
  • Create Tags Creates one or more tags in a module.
  • Delete a Note Deletes a note from a record.
  • Delete a Record Deletes a record.
  • Delete a Record Photo Removes the profile photo of a record.
  • Delete a Tag Deletes a tag.
  • Delete a User Deletes a user from the organization.
  • Delete an Attachment Deletes a file attached to a record.
  • Delete Multiple Records Deletes up to 100 records in one call.
  • Delete Notes Deletes several notes at once.
  • Delete Notification Channels Stops the given notification channels.
  • Download a Bulk Read Result Downloads the finished export as a ZIP file.
  • Download a File Downloads a file that was uploaded to Bigin.
  • Download a Record Photo Downloads the profile photo of a record.
  • Download an Attachment Downloads a file attached to a record.
  • Enable Notifications Starts sending Bigin record events to a URL of your choice.
  • Get a Bulk Read Job Returns the status of a bulk export.
  • Get a Bulk Write Job Returns the status and counts of a bulk import.
  • Get a Custom View Returns a single saved view.
  • Get a Record Returns a single record by its ID.
  • Get a User Returns a single user.
  • Get Module Metadata Returns the settings and details of a module.
  • Get Organization Details Returns the details of your Bigin organization.
  • Get Record Count Returns the number of records in a module.
  • Get Tag Record Count Returns how many records carry a tag.
  • List Attachments Retrieves the files attached to a record.
  • List Custom Views Retrieves the saved views of a module.
  • List Deleted Records Retrieves records that were deleted from a module.
  • List Fields Retrieves the fields of a module.
  • List From Addresses Retrieves the email addresses you can send from.
  • List Layouts Retrieves the layouts of a module, including team pipelines.
  • List Modules Retrieves the modules available in Bigin.
  • List Notes Retrieves notes across all records.
  • List Notification Channels Retrieves your active notification channels.
  • List Profiles Retrieves the permission profiles in the organization.
  • List Record Notes Retrieves the notes on a record.
  • List Records Retrieves a list of records from a Bigin module.
  • List Related Lists Retrieves the related lists of a module.
  • List Related Records Retrieves the records linked to a record through a related list.
  • List Roles Retrieves the roles in the organization.
  • List Tags Retrieves the tags defined for a module.

Shape modules

  • Add Calendar Event Creates a calendar event on a lead record.
  • Assign Lead to a User Assigns a lead to a Shape user as its owner.
  • Bulk Create Leads Creates many lead records in one request.
  • Bulk Update Leads Updates many lead records in one request.
  • Create a Lead Creates a new lead record.
  • Get a Lead Status Retrieves the current status of a single lead record.
  • Get User Call Attempts Returns a user's total call attempts.
  • Get User Talk Time Returns a user's total talk time and number of calls.
  • Import Lead from FNM File Imports a lead record from a Fannie Mae (FNM) file.
  • Make an API Call Performs an arbitrary authorized API call to Shape.
  • Update a Lead Updates fields on an existing lead record.
  • Upload Document Attaches a file to a lead record.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with Bigin and Shape integrations. Pick any from the list below if the current combination isn't the one you need.

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Frequently asked questions

Common questions about connecting Bigin and Shape.

How do I connect Bigin and Shape?

Connect your Bigin and Shape 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]

What can I automate between Bigin and Shape?

Example: when Bigin's "Watch Deleted Records" fires, WEXTL can "Add Calendar Event" in Shape. Bigin has 3 triggers (including Watch Deleted Records, Watch New Records, and Watch Updated Records); Shape has 12 actions (including Add Calendar Event, Assign Lead to a User, and Bulk Create Leads). Add filters and transforms between steps when you need them. [1]

Can Bigin trigger actions in Shape, and Shape in Bigin?

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]

Do I need to write code to integrate Bigin and Shape?

No. Bigin-to-Shape automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]

Does Bigin integrate with Shape in real time?

Yes. Trigger-based automations start the moment Bigin (or Shape) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]

How long does it take to set up a Bigin + Shape integration?

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.

Do I need a paid plan to connect Bigin with Shape?

You can build your Bigin + Shape 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 Shape integration.

  1. Bigin and Shape integration source code, module specs and credentials implementation.
  2. Our Bigin and Shape integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Bigin and Shape — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. Bigin integration information
  6. Shape integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

How we write our apps documentation

Explore how WEXTL® crafted Bigin and Shape integration page documentation. Used sources, AI's role, and how the team validates the result.

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