Integrate Bigin by Zoho CRM with Sertifier
Send information between Bigin by Zoho CRM and Sertifier automatically, without writing any code, using Zoho Flow.
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Fetch the details of an existing detail using id in Sertifier when a new contact is created in Bigin by Zoho CRM
Integrate Bigin by Zoho CRM with Sertifier using Zoho Flow. Whenever a new contact is created in Bigin by Zoho CRM, Zoho Flow automatically fetches the details of an existing detail using id in Sertifier. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new contact is created in Bigin by Zoho CRM.
- Zoho Flow fetches the details of an existing detail using id in Sertifier.
Fetch the details of an existing detail using id in Sertifier when a new contact is created in Bigin by Zoho CRM
Bigin by Zoho CRM + Sertifier
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Supported triggers and actions
Integrate Bigin by Zoho CRM and Sertifier using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Call created
Triggers when a new call is created
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
Task updated
Triggers when any detail of an existing task is updated
Pipeline record created or updated
Triggers when a new pipeline record is created or updated
Pipeline record stage updated
Triggers when the details of a pipeline record stage is updated
Pipeline record updated
Triggers when the details of an existing pipeline record are updated
Pipeline record stage updated to closed
Triggers when an existing pipeline record stage is updated to closed, won, or lost.
Contact updated
Triggers when any detail of an existing contact is updated
Contact created or updated
Triggers when a new contact is created or updated
Event updated
Triggers when any detail of an existing event is updated
Event created
Triggers when a new event is created
User added
Triggers when a new user is added
Company updated
Triggers when any detail of an existing company is updated
Pipeline record probability updated
Triggers when the probability of an existing pipeline record is updated
Contact created
Triggers when a new contact is created
Note added
Triggers when a new note is added
Call updated
Triggers when any detail of an existing call is updated
Task created
Triggers when a new task is created
Delivery created
Triggers when a new delivery is created
Badge design created
Triggers when a new badge design is created
Certificate design created
Triggers when a new certificate design is created
Email template created
Triggers when a new email template is created
Detail created
Triggers when a new detail is created
All Actions - Actions are the automated tasks
Create event
Creates a new event
Add note
Adds a note to the selected module
Create or update product
Creates a new product or updates the details of an existing product
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 tag
Creates a new tag in the selected module
Create task
Creates a new task
Remove tag from record
Removes an existing tag from the specified record
Create call
Creates a new call
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 user
Creates a new user
Add tag to record
Adds a tag to the specified record
Update pipeline record
Updates the details of an existing pipeline record
Update product
Updates the details of an existing product
Update event
Updates the details of an existing event
Update call
Updates the details of an existing call
Update company
Updates the details of an existing company
Update user
Updates the existing user
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
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 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 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 user
Fetches the details of an existing user by email address or ID
Fetch company
Fetches the details of an existing company by name or ID
Create detail
Creates a new detail
Publish credentials
Publishes the credentials for the specified recipients
Add recipient
Creates a new recipient and adds them to the group
Create delivery
Creates a new delivery
Update detail
Update the details of an existing detail
Update delivery
Updates the details of an existing delivery
Fetch detail
Fetches the details of an existing detail using ID
Fetch delivery
Fetches the details of an existing delivery using ID
What is Sertifier?
Sertifier is a digital credential management software that helps institutions, academies, universities, and schools to send digital certificates and badges at ease.
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Learn more >After implementing Zoho Flow, we reduced manual data entry errors by over 80%, saving a dozen work hours each month. Cost-wise, this translates to saving $5000–$7,000 per year, in addition to faster response times and higher lead conversion potential.
Yaniv David
Ecommerce Business Operations Manager, Amazos
Zoho Flow saves me a lot of time and effort. With my workflows set up, when I wake up in the morning, the repetitive tasks that I used to have to do manually are done for me automatically.
Paul Jozsef
Owner, Paul Jozsef Counselling & Coaching
Zoho Flow has made our merchant onboarding at least 15 times faster—from 15 days down to under 24 hours. It also keeps our data in sync across our business apps in real time, so we're making decisions on current and accurate information.
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