CRMIn development

Zoho Bigin

Zoho Bigin is a simplified CRM solution from Zoho tailored for small businesses, focusing on pipeline tracking and relationship management

In development

Cataloged and scoped, not yet available to run in production.

54
actions

Actions

Operations this integration can perform.

54

Add Records

Tool to add new records to a module. Use when you need to programmatically insert one or more records into Bigin after confirming module name and field API names. Module-specific mandatory fields: - Tasks: Subject (required) - Events: Event_Title, Start_DateTime, End_DateTime (all required) - Calls: Subject, Call_Type (Outbound/Inbound/Missed), Call_Start_Time, Call_Duration (all required) - Contacts: Last_Name (required) - Other modules: Use Get Fields action to discover mandatory fields

Add Tags to Records

Tool to add tags to a specific record in a module. Use when you need to categorize or label a record after creation or update.

Create Bulk Read Job

Tool to create a bulk read job for exporting large amounts of data asynchronously. Use when you need to export records from a module that may exceed standard API limits. Returns a job ID that can be used to track progress and download results once complete.

Create Notes

Tool to create notes and associate them with records in Zoho Bigin. Use when you need to add notes to contacts, accounts, pipelines, or other module records. Each note requires content, parent record ID, and the module name.

Create Record Notes

Tool to create new notes for a specific record. Use when you need to add notes to a Bigin record after confirming the module name and record ID.

Create Tags

Tool to create tags for a module. Use when you need to add new tags to a specific module in Zoho Bigin.

Delete Attachment

Tool to delete an attachment from a record. Use when you need to remove a file after confirming its record_id and attachment_id.

Delete Note

Tool to delete a note from a specific record. Use when you need to remove a note after confirming its record_id and note_id.

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