STEP 1
Connect Bigin and Wealthbox
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 Wealthbox Integration
Connect Bigin and Wealthbox 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 Wealthbox
Detailed info you need to know about Bigin and Wealthbox integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Bigin to Wealthbox
Set up your Bigin and Wealthbox integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Bigin and Wealthbox 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 Wealthbox. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Bigin and Wealthbox work in WEXTL?
WEXTL exposes actions and triggers for Bigin and Wealthbox 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 triggersWealthbox 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.
Wealthbox modules
- Complete Workflow StepComplete a workflow step.
- Create a ContactCreates a new contact.
- Create an EventCreate a new event.
- Create an OpportunityCreate a new opportunity.
- Create a NoteCreate a new note.
- Create a ProjectCreate a new project.
- Create a TaskCreate a new task and assign it to a user or team.
- Create a WorkflowCreate a new workflow.
- Delete a ContactDelete a specific contact using its unique identifier.
- Delete an EventDelete an existing event from your account (workspace).
- Delete an OpportunityDelete an existing opportunity from your account (workspace).
- Delete a ProjectDelete an existing project from your account (workspace).
- Delete a TaskDelete an existing task from your account (workspace).
- Delete a WorkflowDelete an existing workflow from your account (workspace).
- Get a ContactRetrieve a specific contact using its unique identifier.
- Get an EventRetrieve a specific event using its unique identifier.
- Get an OpportunityRetrieve a specific opportunity using its unique identifier.
- Get a NoteRetrieve a specific note using its unique identifier.
- Get a ProjectRetrieve a specific project using its unique identifier.
- Get a TaskRetrieve a specific task using its unique identifier.
- Get a WorkflowRetrieve a specific workflow using its unique identifier.
- Get a Workflow TemplateRetrieve a specific workflow template using its unique identifier.
- List CommentsRetrieve all of the comments that are accessible by the user for the specified resource.
- List Contact RolesList all contact roles.
- List ContactsRetrieve a paginated list of contacts.
- List Custom FieldsList all custom fields.
- List EventsRetrieve a paginated list of all of the events that are accessible by the user.
- List NotesRetrieve a paginated list of all of the notes that are accessible by the user.
- List OpportunitiesRetrieve a paginated list of all of the opportunities that are accessible by the user.
- List ProjectsRetrieve a paginated list of all of the projects that are accessible by the user.
- List TagsList all tags.
- List TasksRetrieve a paginated list of all of the tasks that are accessible by the user.
- List TeamsReturn all of the teams associated with the account.
- List User GroupsList all user groups.
- List UsersRetrieve all of the active users for the current account.
- List WorkflowsRetrieve a paginated list of all of the workflows that are accessible by the user.
- List Workflow TemplatesRetrieve a paginated list of all of the workflow templates that are accessible by the user.
- Make an API CallPerform an arbitrary authorized API request to Wealthbox API.
- Revert Workflow StepRevert a workflow step.
- Update a ContactUpdate a specific contact using its unique identifier.
- Update an EventUpdate an existing event.
- Update an OpportunityUpdate an existing opportunity with new properties.
- Update a NoteUpdate an existing note with new properties.
- Update a ProjectUpdate an existing project with new properties.
- Update a TaskUpdate an existing task and assign it to a user or team.
- Watch CommentsTriggers when there are new comments.
- Watch ContactsTriggers when there are new contact records.
- Watch EventsTriggers when there are new wealthbox events.
- Watch NotesTriggers when there are new notes.
- Watch OpportunitiesTriggers when there are new wealthbox opportunities.
Frequently asked questions
Common questions about connecting Bigin and Wealthbox.
Connect your Bigin and Wealthbox 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 "Complete Workflow Step" in Wealthbox. Bigin has 3 triggers (including Watch Deleted Records, Watch New Records, and Watch Updated Records); Wealthbox has 45 actions (including Complete Workflow Step, Create a Contact, and Create an Event). 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-Wealthbox 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 Wealthbox) 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 + Wealthbox 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 Wealthbox integration.
- Bigin and Wealthbox integration source code, module specs and credentials implementation.
- Our Bigin and Wealthbox integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Bigin and Wealthbox — 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
- Wealthbox integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library