Integrate Bigin by Zoho CRM with Freee
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Supported triggers and actions
Integrate Bigin by Zoho CRM and Freee using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Pipeline record updated
Triggers when the details of an existing pipeline record are updated
Task updated
Triggers when any detail of an existing task is updated
Call created
Triggers when a new call is created
Company updated
Triggers when any detail of an existing company is updated
Call updated
Triggers when any detail of an existing call is updated
Event created
Triggers when a new event is created
Contact created
Triggers when a new contact is created
Contact updated
Triggers when any detail of an existing contact is updated
Event updated
Triggers when any detail of an existing event is updated
Pipeline record probability updated
Triggers when the probability of an existing pipeline record is updated
Pipeline record stage updated
Triggers when the details of a pipeline record stage is updated
Company created
Triggers when a new company is created
Pipeline record created
Triggers when a new pipeline record is created
Product created
Triggers when a new product is created
Product updated
Triggers when any detail of an existing product is updated
Contact created or updated
Triggers when a new contact is created or updated
Task created
Triggers when a new task is created
Pipeline record created or updated
Triggers when a new pipeline record is created or updated
Pipeline record stage updated to closed
Triggers when an existing pipeline record stage is updated to closed, won, or lost.
User added
Triggers when a new user is added
Note added
Triggers when a new note is added
Invoice added
Triggers when a new invoice is added for the selected company
Partner added
Triggers when a new partner is created
Transaction added
Triggers when a new transaction is added for the selected company
Item added
Triggers when a new item is added under the selected company
All Actions - Actions are the automated tasks
Create or update pipeline record
Creates a new pipeline record or updates the details of the pipeline record if it already exists
Send email
Sends an email to the specified contact
Create event
Creates a new event
Add note
Adds a note to the selected module
Create user
Creates a new user
Add tag to record
Adds a tag to the specified record
Remove tag from record
Removes an existing tag from the specified record
Create tag
Creates a new tag in the selected module
Create task
Creates a new task
Create or update contact
Creates a new contact or updates the details of an existing contact
Create or update company
Creates a new company or updates the details of the company if it already exists
Create call
Creates a new call
Create or update product
Creates a new product or updates the details of an existing product
Update event
Updates the details of an existing event
Update pipeline record
Updates the details of an existing pipeline record
Update product
Updates the details of an existing product
Add product to pipeline record
Adds a product to the selected pipeline record
Update task
Updates the details of an existing task
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Update user
Updates the existing user
Update call
Updates the details of an existing call
Fetch company
Fetches the details of an existing company by name or ID
Fetch event
Fetches the details of an existing event by title or ID
Fetch contact
Fetches the details of an existing contact by email address, name, or ID.
Fetch product
Fetches the details of an existing product by ID, name, or code
Fetch pipeline record
Fetches the details of an existing pipeline record by its name or ID
Fetch task
Fetches the details of an existing task by name or ID
Fetch call
Fetches the details of an existing call by its ID or the contact ID
Fetch user
Fetches the details of an existing user by email address or ID
Create item
Creates a new item under the selected company
Create partner
Creates a new partner for the selected company
Create invoice
Creates a new invoice for the selected company
Create transaction
Creates a new transaction for the selected company
Update partner
Updates the details of an existing partner
Fetch supplier by ID
Fetches the details of an existing supplier by ID
Fetch account item by ID
Fetches the details of an existing account item by ID
Fetch tax by code
Fetches the details of a tax by code
Fetch tag by ID
Fetches a tag by ID
Fetch company by ID
Fetches the details of an existing company by ID
Fetch tag by name
Fetches a tag by name
Fetch account item by name
Fetches the details of an existing account item by name
Fetch item by ID
Fetches the details of an existing item by ID
Fetch walletable account by ID
Fetches the details of a walletable account by ID
Fetch department by ID
Fetches the details of an existing department by ID
Fetch supplier by name
Fetches the details of an existing supplier by name
What is Freee?
Freee is a cloud-based accounting and HR software that simplifies key tasks such as accounting, settlement, management analysis, and departmental income and expenditure management.
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