All integrationsCRM & Contacts

Bigin by Zoho CRM

Run Bigin, Zoho's CRM for small teams, from workflows: keep contacts, companies and products, move records through pipeline stages, and log tasks, events, calls and notes.

actions
24

Actions

Steps a workflow can run in Bigin by Zoho CRM.

  • Create contactAdd a contact. Only the last name is required. The result holds the new contact's id.
  • Update contactChange a contact. Fields left empty stay as they are.
  • Create companyAdd a company. Only the name is required. The result holds the new company's id.
  • Update companyChange a company. Fields left empty stay as they are.
  • Create pipeline recordAdd a record to a pipeline (a deal). It needs a sub-pipeline and one of that sub-pipeline's stages.
  • Update pipeline recordChange a pipeline record, for instance to move it to another stage. Fields left empty stay as they are.
  • Create productAdd a product. Only the name is required.
  • Update productChange a product. Fields left empty stay as they are.
  • Create taskAdd a task, optionally about a contact, company or pipeline record.
  • Update taskChange a task, for instance to mark it completed.
  • Create eventAdd an event (a meeting) with a start and an end, optionally about a contact, company or pipeline record.
  • Update eventChange an event. Give both the start and the end to move it.
  • Log callRecord a call that was made, received or missed, with when it started and how long it lasted.
  • Get recordGet one record of any type by its id. A read by id sees a record the moment it is created, unlike search.
  • List recordsList the records of one type, newest first unless sorted otherwise. Returns one page; use 'Page' for more.
  • Search recordsFind records by email, phone, any word, or a criteria expression. Bigin's search index lags a little, so a record created seconds ago may not show yet; use 'Get record' for that.
  • Delete recordDelete one record. Bigin moves it to the recycle bin, where it can be restored.
  • Add noteAdd a note to a record.
  • List notesList the notes on one record.
  • Update noteChange a note's title or text.
  • Delete noteDelete a note by its id.
  • List usersList the account's users and their ids, for use as record owners.
  • List fieldsList a record type's fields with their API names, types and pick list values, to find the names that 'Other fields' and 'Fields to return' need.
  • List pipelinesList the account's pipelines with their sub-pipelines and each sub-pipeline's stages.

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