Connect Bigin by Zoho CRM to Classe365

Both apps 53Bigin by Zoho CRM 36Classe365 17

• Trigger
  New Pipeline Record

  Triggers when a new pipeline record is created.

• Trigger
  New Task

  Triggers when a new task is added.

• Action
  Add note

  Adds a note to a Bigin contact, company, pipeline record, product, task, event or call.

• Action
  Add tags to record

  Add tags to a record.

• Action
  Create Call

  Adds a new call record (logged or scheduled call) in Bigin.

• Action
  Create Company

  Creates a new company

• Action
  Create Contact

  Creates a new contact.

• Action
  Create Event

  Creates a new event.

• Action
  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).

• Action
  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).

• Action
  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).

• Action
  Create Pipeline Record

  Adds a new pipeline record (deal) to Bigin in the chosen sub-pipeline and stage.

• Action
  Create Product

  Creates a new product.

• Action
  Create Task

  Creates a new task.

• Action
  Delete company

  Deletes a company (Accounts module record) from Bigin.

• Action
  Delete contact

  Deletes a contact from Bigin by its ID.

• Action
  Delete pipeline record

  Deletes a pipeline record (deal) from Bigin by its ID.

• Action
  Delete task

  Deletes a task from Bigin by its ID.

• Action
  Get company

  Fetches a company by ID. An error occurs if the company is not found.

• Action
  Get contact

  Retrieves the full details of a single Bigin contact by its record ID, including any custom fields.

• Action
  Get pipeline record

  Retrieves one Bigin pipeline record (deal) by its ID, including its custom fields.

• Action
  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.

• Action
  Get Task

  Returns one Bigin task by its ID, with its subject, status, priority and owner.

• Action
  List Notes

  Returns the notes attached to a Bigin record, such as a company, contact or pipeline record.

• Action
  Search Company

  Returns the Bigin companies that match a search word, email address, phone number, or field criteria.

• Action
  Search Contact

  Returns the Bigin contacts that match a search word, email address, phone number or field criteria.

• Action
  Search Event

  Search Bigin events by a word, email, phone number or field criteria and return the matching events.

• Action
  Search Pipeline Record

  Returns the pipeline records (deals) that match a search word, email, phone number or field criteria.

• Action
  Search Product

  Returns the products that match a search word, email, phone number or field criteria.

• Action
  Search Task

  Searches Bigin tasks by word, email, phone or field criteria and returns the matches.

• Action
  Update Company

  Updates an existing company (Accounts module) in Bigin. Only the fields you fill in are changed.

• Action
  Update Contact

  Updates an existing contact in Bigin. Only the fields you fill in are changed; blank fields are left as they are.

• Action
  Update Event

  Updates an existing event

• Action
  Update Pipeline Record

  Updates an existing pipeline record (deal) in Bigin. Only the fields you fill in are changed.

• Action
  Update Product

  Updates an existing product in Bigin. Only the fields you fill in are changed.

• Action
  Update Task

  Updates a new task.

• Action
  Add Class

  Creates a new class in Classe365.

• Action
  Add Course Enrollment

  Enrolls a student into a class and section for an academic session.

• Action
  Add Department

  Creates a new department in Classe365.

• Action
  Add Invoice

  Creates an invoice in Classe365 for a fee, billed to one student, form submission or agent.

• Action
  Add Payment

  Records a payment against an existing Classe365 invoice.

• Action
  Add Section

  Adds a new section to a class in Classe365.

• Action
  Add Subject

  Creates a new subject under a section in Classe365.

• Action
  Create Student Record

  Adds a new student record to Classe365.

• Action
  Create Teacher

  Creates a new teacher (academic staff member) in Classe365.

• Action
  Get Student

  Fetches a student by ID. An error occurs if the student is not found.

• Action
  List Academic Structure

  Lists the full academic structure: every class with its sections and each section's subjects, optionally limited to one academic session.

• Action
  List Classes and Sections

  Lists every class in the school together with its sections, optionally limited to the classes and sections enabled in one academic session.

• Action
  List Invoices

  Lists invoices in Classe365, optionally filtered by invoice, fee, student, status, payer type, recurring flag, invoice date range or due date range. Each invoice includes its fee, payer, line items and payments.

• Action
  List Students

  Lists students in Classe365, optionally narrowed by academic session, class, section, active/alumni status or any student field.

• Action
  List Teachers

  Lists teachers in Classe365, optionally filtered by name, email, date of birth, gender, contact number or any other teacher field, with each teacher's allocated subjects for the chosen academic session.

• Action
  Update Student

  Update fields on an existing student record.

• Action
  Update Teacher

  Update fields on an existing teacher/staff record.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.