Integrate Bigin by Zoho CRM with OpenAI
Send information between Bigin by Zoho CRM and OpenAI automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Bigin by Zoho CRM and OpenAI using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task created
Triggers when a new task is created
Call updated
Triggers when any detail of an existing call is updated
User added
Triggers when a new user is added
Event created
Triggers when a new event 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
Product updated
Triggers when any detail of an existing product is updated
Note added
Triggers when a new note is added
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Call created
Triggers when a new call is created
Pipeline record stage updated
Triggers when the details of a pipeline record stage is updated
Pipeline record created or updated
Triggers when a new pipeline record is created or updated
Contact created or updated
Triggers when a new contact is created or updated
Pipeline record probability updated
Triggers when the probability of an existing pipeline record is updated
Company updated
Triggers when any detail of an existing company is updated
Contact updated
Triggers when any detail of an existing contact is updated
Pipeline record stage updated to closed
Triggers when an existing pipeline record stage is updated to closed, won, or lost.
Product created
Triggers when a new product is created
Pipeline record created
Triggers when a new pipeline record is created
Pipeline record updated
Triggers when the details of an existing pipeline record are updated
All Actions - Actions are the automated tasks
Create or update contact
Creates a new contact or updates the details of an existing contact
Create or update product
Creates a new product or updates the details of an existing product
Create or update company
Creates a new company or updates the details of the company if it already exists
Create task
Creates a new task
Create tag
Creates a new tag in the selected module
Create call
Creates a new call
Remove tag from record
Removes an existing tag from the specified record
Send email
Sends an email to the specified contact
Create or update pipeline record
Creates a new pipeline record or updates the details of the pipeline record if it already exists
Add tag to record
Adds a tag to the specified record
Create user
Creates a new user
Add note
Adds a note to the selected module
Create event
Creates a new event
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task
Add product to pipeline record
Adds a product to the selected pipeline record
Update user
Updates the existing user
Update company
Updates the details of an existing company
Update product
Updates the details of an existing product
Update pipeline record
Updates the details of an existing pipeline record
Update call
Updates the details of an existing call
Update event
Updates the details of an existing event
Fetch call
Fetches the details of an existing call by its ID or the contact ID
Fetch task
Fetches the details of an existing task by name or ID
Fetch pipeline record
Fetches the details of an existing pipeline record by its name or ID
Fetch product
Fetches the details of an existing product by ID, name, or code
Fetch contact
Fetches the details of an existing contact by email address, name, or ID.
Fetch event
Fetches the details of an existing event by title or ID
Fetch company
Fetches the details of an existing company by name or ID
Fetch user
Fetches the details of an existing user by email address or ID
Create product description
Creates a product description
Generate story
Generates a story based on the given content
Generate tweet
Generates tweet based on the given topic
Parse human date
Converts natural text (“next Friday”, “3 weeks ago”) into exact date
Create completion
Creates an OpenAI completion for the provided prompt and parameters (supports models such as "text-ada-001" and "text-curie-001")
Generate headline
Generates a headline based on the given content
Format address
Converts the raw address text or JSON objects into a standard, formatted address string
Html to text
Removes the html tags and other elements and returns the text content
Label email
Labels the given email
Summarise text
Summarises the given text
Convert list to delimited string
Converts a list of entries given to comma separated values
Extract JSON from text
Extracts the JSON from given text or table
Generate subject line
Creates a concise and engaging email subject line based on the text for email, task, etc
Rewrite for Readability Score
Converts the text to a high readable text
Extract first and last name
Extracts first and last names from the full name
Assess urgency level
Analyzes text (e.g., a support ticket) and returns a label such as High, Medium, or Low urgency for priority queue assignment
Slugify text
Converts text to slug
Convert word to digits
Converts the given words to numbers. E.g., Returns thousand as 1000
Generate an email body
Generates an email body for the given content
Extract URL
Extracts URL from the given data
Mask sensitive data
Removes/hides email, phone, or numeric IDs in text
Reply to review
Creates a reply to a review
Create chat completion
Creates a model response for a given chat conversation using models such as GPT3.5 Turbo, GPT 4, and others
Verify data accuracy
Compares a piece of text against a simple knowledge base (or general knowledge) to flag potential factual errors before publication
Verify compliance with usage policies
Checks whether the content entered complies with OpenAI's usage policies
Create hashtags for social post
Generates a list of relevant, trending, or industry-specific hashtags based on a social media caption input
Generate title
Generates title based on the given text
Convert the text to title case
Converts the given text to title case
Generate essay
Generates an essay based on the content
Punctuate text
Punctuates the given text
Identify language of text
Identifies the ISO code (e.g., "en," "es," "fr") for the primary language in a message
Check moderation
Verifies if text is potentially harmful and returns a score between 0-10
Rephrase text
Rephrases the given text
Generate email reply
Generates an email reply for the given email
What is OpenAI?
OpenAI is an artificial intelligence research organization tool that provides a variety of AI-related projects and technologies, such as natural language processing, computer vision, and reinforcement learning.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
