Integrate Bigin by Zoho CRM with Neaktor
Send information between Bigin by Zoho CRM and Neaktor automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Neaktor whenever a new task is initiated in Bigin by Zoho CRM
Facilitate better time management by automating routine task scheduling. This workflow will create a new task in Neaktor each time a new task is created in Bigin by Zoho CRM.
How it works
- The flow triggers when a new task is created in Bigin by Zoho CRM.
- Zoho Flow creates a new task using the specified task model in Neaktor.
Set up a new task in Neaktor whenever a new task is initiated in Bigin by Zoho CRM
Bigin by Zoho CRM + Neaktor
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Supported triggers and actions
Integrate Bigin by Zoho CRM and Neaktor using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Call updated
Triggers when any detail of an existing call is updated
Event created
Triggers when a new event is created
Product created
Triggers when a new product is created
Contact created
Triggers when a new contact is created
Contact updated
Triggers when any detail of an existing contact is updated
Task created
Triggers when a new task is created
Pipeline record probability updated
Triggers when the probability of an existing pipeline record is updated
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
User added
Triggers when a new user is added
Note added
Triggers when a new note is added
Pipeline record stage updated
Triggers when the details of a pipeline record stage is updated
Company created
Triggers when a new company is created
Event updated
Triggers when any detail of an existing event is updated
Task updated
Triggers when any detail of an existing task is updated
Call created
Triggers when a new call is created
Pipeline record updated
Triggers when the details of an existing pipeline record are updated
Company updated
Triggers when any detail of an existing company is updated
Pipeline record created or updated
Triggers when a new pipeline record is created or updated
Pipeline record created
Triggers when a new pipeline record is created
Pipeline record stage updated to closed
Triggers when an existing pipeline record stage is updated to closed, won, or lost.
Task status completed
Triggers when a task status is marked complete
Task comment added
Triggers when a new task comment is added
Assignee changed
Triggers when the assignee is changed
Task status updated
Triggers when the details of an existing task is updated
Task created
Triggers when a new task is created
Task deleted
Triggers when a task is deleted
All Actions - Actions are the automated tasks
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
Add tag to record
Adds a tag to the specified record
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
Create task
Creates a new task
Create user
Creates a new user
Create or update product
Creates a new product or updates the details of an existing product
Remove tag from record
Removes an existing tag from the specified record
Create tag
Creates a new tag in the selected module
Add note
Adds a note to the selected module
Create or update contact
Creates a new contact or updates the details of an existing contact
Update event
Updates the details of an existing event
Update task
Updates the details of an existing task
Update contact
Updates the details of an existing contact
Add product to pipeline record
Adds a product to the selected pipeline record
Update company
Updates the details of an existing company
Update user
Updates the existing user
Update pipeline record
Updates the details of an existing pipeline record
Update product
Updates the details of an existing product
Update call
Updates the details of an existing call
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 company
Fetches the details of an existing company by 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 project
Creates a new project using the specified module
Create event
Creates a new event
Create reminder
Creates a new reminder
Create task
Creates a new task using the specified task model
Add project managers
Adds project managers to the specified project
Update event
Updates the details of an event
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task using ID or IDx
Fetch project
Fetches the details of an existing project using ID or key
Fetch task
Fetches the details of an existing project using ID or IDx
Fetch user
Fetches the details of an existing user using email address
Fetch event or reminder
Fetches the details of an existing event or a reminder using ID
What is Neaktor?
Neaktor is a low-code business process and project management application that lets users manage tasks, requests, customers, orders, and more.
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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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