Integrate Bigin by Zoho CRM with Zoho Connect
Send information between Bigin by Zoho CRM and Zoho Connect automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Bigin by Zoho CRM and Zoho Connect 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 updated
Triggers when the details of an existing task is updated
Member removed from network
Triggers when a new member is removed from the selected network
Announcement comment created
Triggers when a new comment is created in announcements
Idea status updated
Triggers when the details of an existing idea status are updated
Poll created
Triggers when a new poll is created
Forum updated
Triggers when an existing forum post is updated
Event updated
Triggers when the details of an existing event is updated
Forum created
Triggers when a new forum is created
Announcement created
Triggers when a new announcement is created
Task status changed
Triggers when the status of an existing task is updated
Member added in group
Triggers when a member added to group
User mentioned in post
Triggers when the configuration user is mentioned in a conversation
Event invited
Triggers when an invitee is added to an event
Idea updated
Triggers when the details of an existing idea are updated
Member added in board
Triggers when a member is added to a board
Status created
Triggers when a new conversation is posted
New task created
Triggers when a new task is created
Question created
Triggers when a new questions is created
Board created
Triggers when a new board is created
Task assigned
Triggers when a task is assigned
Task open
Triggers when a task status is marked as open
Group created
Triggers when a new group is created
Task completed
Triggers when a task is completed in selected board
Task unassigned
Triggers when a task is unassigned
Announcement updated
Triggers when the details of an existing announcement is updated
User mentioned in comment
Triggers when the configuration user is mentioned in a conversation comment
Task reminder
Triggers when a task is created with a reminder
Member removed from board
Triggers when a member is removed from a board
Event created
Triggers when a new event is created
Idea created
Triggers when a new idea is created
Member added in network
Triggers when a new member added to the selected network
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 group
Creates a new group in the selected network
Create board
Creates a new board
Create conversation
Creates a new conversation in the selected group
Create private task
Creates a new private task
Add comment in post
Adds a comment in the specified post
Create private event
Creates a new private event
Create board from board template
Creates a new board from an existing saved template
Invite user
Invites a user to the selected network
Create forum post
Creates a new forum post
Add member to group
Adds a member to the selected group
Add member to board
Adds a member to the selected board
Create group event
Creates a new group event
Create task in section
Creates a new task in the selected section
Add comment in task
Adds a comment in the specified task
Create checklist
Creates a checklist for the specified task
Archive group
Archives the selected group
Archive board
Archives the selected board
Unarchive board
Unarchives the selected board
Archive task
Archives the selected task
Unarchive group
Unarchives the selected group
Fetch user
Fetches the details of an existing user by email address
Remove member from group
Removes a member from the selected group
Fetch post
Fetches the details of an existing post by ID or metadata
What is Zoho Connect?
Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.
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