Integration
Connect Bigin by Zoho CRM to BoldSign
When something happens in Bigin by Zoho CRM, your agent does the next thing in BoldSign. Describe it and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Bigin by Zoho CRM and BoldSign to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Bigin by Zoho CRM can start in BoldSign
When New Pipeline Record in Bigin by Zoho CRM
then Add contact in BoldSign
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Bigin by Zoho CRM and BoldSign
Triggers and actions 2 triggers · 47 actions
- New Pipeline Record
Triggers when a new pipeline record is created.
- New Task
Triggers when a new task is added.
- Add note
Adds a note to a Bigin contact, company, pipeline record, product, task, event or call.
- Add tags to record
Add tags to a record.
- Create Call
Adds a new call record (logged or scheduled call) in Bigin.
- Create Company
Creates a new company
- Create Contact
Creates a new contact.
- Create Event
Creates a new event.
- Create or Update Company
Creates a company in Bigin, or updates the existing company when one already matches on the company's unique fields (by default the company name).
- Create or Update Contact
Creates a contact in Bigin, or updates the existing contact when one matches on the duplicate-check fields (such as email).
- Create or Update Pipeline Record
Creates a pipeline record (deal) in Bigin, or updates the existing one that matches on its unique fields (the deal name by default).
- Create Pipeline Record
Adds a new pipeline record (deal) to Bigin in the chosen sub-pipeline and stage.
- Create Product
Creates a new product.
- Create Task
Creates a new task.
- Delete company
Deletes a company (Accounts module record) from Bigin.
- Delete contact
Deletes a contact from Bigin by its ID.
- Delete pipeline record
Deletes a pipeline record (deal) from Bigin by its ID.
- Delete task
Deletes a task from Bigin by its ID.
- Get company
Fetches a company by ID. An error occurs if the company is not found.
- Get contact
Retrieves the full details of a single Bigin contact by its record ID, including any custom fields.
- Get pipeline record
Retrieves one Bigin pipeline record (deal) by its ID, including its custom fields.
- Get Records Using COQL Query
Runs a COQL SELECT query against a Bigin module (Contacts, Accounts, Pipelines, Products, Calls, Events, Tasks) and returns the matching records.
- Get Task
Returns one Bigin task by its ID, with its subject, status, priority and owner.
- List Notes
Returns the notes attached to a Bigin record, such as a company, contact or pipeline record.
- Search Company
Returns the Bigin companies that match a search word, email address, phone number, or field criteria.
- Search Contact
Returns the Bigin contacts that match a search word, email address, phone number or field criteria.
- Search Event
Search Bigin events by a word, email, phone number or field criteria and return the matching events.
- Search Pipeline Record
Returns the pipeline records (deals) that match a search word, email, phone number or field criteria.
- Search Product
Returns the products that match a search word, email, phone number or field criteria.
- Search Task
Searches Bigin tasks by word, email, phone or field criteria and returns the matches.
- Update Company
Updates an existing company (Accounts module) in Bigin. Only the fields you fill in are changed.
- Update Contact
Updates an existing contact in Bigin. Only the fields you fill in are changed; blank fields are left as they are.
- Update Event
Updates an existing event
- Update Pipeline Record
Updates an existing pipeline record (deal) in Bigin. Only the fields you fill in are changed.
- Update Product
Updates an existing product in Bigin. Only the fields you fill in are changed.
- Update Task
Updates a new task.
- Add contact
Adds a contact to BoldSign so it can be picked as a signer when creating documents. Returns the new contact's id and email address.
- Delete contact
Deletes a contact from your BoldSign organization by its contact ID.
- Delete document
Deletes a BoldSign document. By default the document moves to trash for 30 days; it can be removed permanently instead.
- Download document
Downloads the signed PDF of a BoldSign document and returns it as a file you can attach or upload in later steps.
- Get contact
Returns the details of a BoldSign contact — name, email, company, job title and phone number.
- Get document
Returns the properties of a BoldSign document — its status, title, signers and timestamps.
- List contacts
Returns the contacts in your BoldSign organization, optionally filtered by a search keyword.
- List documents
Returns the documents in your BoldSign account, with optional filters for status, sender, signer, labels and date range.
- List templates
Returns the reusable templates in your BoldSign account, with optional filters for type, creator, labels and brand.
- Revoke document
Revokes a BoldSign document that is still in the signing workflow, so signers can no longer open it. The reason you supply is shown to the signers.
- Send document
Sends a document out for signature in BoldSign: uploads the file, adds up to three signers with their signature fields, and returns the new document's id.
- Send document reminder
Emails a reminder to the signers who have not yet signed a BoldSign document. A manual reminder can be sent once a day.
- Update contact
Updates an existing BoldSign contact's name, email, phone number, job title and company.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Bigin by Zoho CRM
Bigin by Zoho CRM to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Bigin by Zoho CRM to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Bigin by Zoho CRM to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Bigin by Zoho CRM to Google SheetsGoogle Sheets
Bigin by Zoho CRM to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Bigin by Zoho CRM to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into BoldSign
Questions
Bigin by Zoho CRM and BoldSign, answered
What can start an automation from Bigin by Zoho CRM?
Any of Bigin by Zoho CRM's 2 triggers in the catalog, including New Pipeline Record and New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in BoldSign when something happens in Bigin by Zoho CRM?
Any of BoldSign's 13 actions, including Send document, Send document reminder, Update contact and Add contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from BoldSign to Bigin by Zoho CRM?
BoldSign has no triggers in the catalog today, so automations start in Bigin by Zoho CRM. If you need the other direction, ask: your agent reads BoldSign's API documentation and adds it.
Do I have to build a connector for Bigin by Zoho CRM or BoldSign?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.