Integrate Syncro with Bigin by Zoho CRM

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

Build your own integrations between Syncro and Bigin by Zoho CRM

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Supported triggers and actions

Integrate Syncro and Bigin by Zoho CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact added

Triggers when a new contact is added

Contract added

Triggers when a new contract is added

Lead added

Triggers when a new lead is added

Asset created

Triggers when a new asset is created

RMM alert created

Triggers when a new RMM alert is created

Invoice added

Triggers when a new invoice is added

Item added

Triggers when a new item is added

Product added

Triggers when a new product is added

Payment created

Triggers when a new payment is created

Vendor added

Triggers when a new vendor is added

Purchase order created

Triggers when a new purchase order is created

Ticket added

Triggers when a new ticket is added

Appointment added

Triggers when a new appointment is added

Customer added

Triggers when a new customer is added

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

All Actions - Actions are the automated tasks

Create invoice

Creates a new invoice

Create ticket

Creates a ticket

Create contract

Creates a new contract

Create product

Creates a new product

Create payment

Creates a new payment

Create vendor

Creates a vendor

Create lead

Creates a new lead

Create customer

Creates a new customer

Create contact

Creates a new contact

Create appointment

Creates a new appointment

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

What is Syncro?

Syncro is a PSA, RMM, and Remote Session platform designed specifically for Managed Service Providers and IT admins.

CRM Helpdesk ITSM

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

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

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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