Integrate Bigin by Zoho CRM with Zoho WorkDrive

Send information between Bigin by Zoho CRM and Zoho WorkDrive automatically, without writing any code, using Zoho Flow.

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Connect Bigin by Zoho CRM and Zoho WorkDrive with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Bigin by Zoho CRM and Zoho WorkDrive 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.

Folder moved

Triggers when a folder is moved

File updated

Triggers when the details of an existing file are updated

Folder created

Triggers when a new folder is created

File event occurred

Triggers when a new file event has occurred

Team folder created

Triggers when a new team folder is created

File downloaded

Triggers when a file is downloaded

File created

Triggers when a new file is created

Folder renamed

Triggers when a folder is renamed

Folder event occurred

Triggers when a new folder event has occurred

File renamed

Triggers when a file is renamed

File moved

Triggers when a file is moved from a folder

Folder downloaded

Triggers when a folder is downloaded

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

Associate data template

Associates an existing data template with the selected file

Create comment

Creates a new comment in the specified file

Create embed code

Creates an embed code for the specified file or folder

Add label

Adds a new label to the specified resource

Share file or folder

Shares a file or folder within your organization or external users

Move file or folder to trash

Moves the specified file or folder to trash

Create folder

Creates a new folder in the selected path

Create team folder

Creates a new team folder

Add member to team folder

Adds a member to the specified team folder

Create blank file

Creates a file in the specified folder

Create download link

Creates a customized download link for the specified file or folder

Create external share link

Creates a customized external share link

Create collection link

Creates a new collection link

Add group to team folder

Adds a group to the specified team folder

Copy file or folder

Creates a copy of the specified file or folder

Unfollow file or folder

Unfollows the specified file or folder

Follow file or folder

Follows the specified file or folder for new updates

Update external share link

Updates the customized external share link

Move file or folder

Moves the specified file or folder

Update file or folder share permission

Updates the share permission for the specified file or folder

Rename file or folder

Renames the specified file or folder

Fetch file or folder by ID

Fetches the details of an existing file or folder by ID

Fetch folder

Fetches the details of a folder by name

Fetch data template

Fetches the details of an existing data template

Fetch file - By name

Fetches the details of a file by name

Fetch file - By keyword

Fetches the details of a file by keyword in the name or content

Remove label

Removes an existing label from the specified resource

Remove share link

Removes the specified share link

What is Bigin by Zoho CRM?

Bigin is a customer pipeline management software that lets you manage deals, track activities and keep all the interactions with your contacts at one place.

CRM Popular Zoho

What is Zoho WorkDrive?

Zoho WorkDrive is an online file management platform for teams. You can share files with teams and stakeholders, keep track of usage reports, and secure folders with restricted access.

Files Popular Zoho

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Webhook triggers

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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.

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Technical Engineer, Master Liveaboards

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