Integration
Connect Bigin by Zoho CRM and Cliengo
When New Event fires in Bigin by Zoho CRM, your agent runs Send message in Cliengo, or Cliente Nuevo/Actualizado - New/Updated Customer in Cliengo to Add tags to record in Bigin by Zoho CRM. Describe the whole flow 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 Cliengo to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any 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 and Cliengo can do together
From Bigin by Zoho CRM to Cliengo
When New Event in Bigin by Zoho CRM
then Send message in Cliengo
From Cliengo to Bigin by Zoho CRM
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 Cliengo
Triggers and actions 9 triggers · 52 actions
- New Event
Triggers when a new event is added.
- New Pipeline Record
Triggers when a new pipeline record is created.
- New Product
Triggers when a new product is created.
- New Task
Triggers when a new task is added.
- Updated Company
Triggers when an existing company is updated.
- Updated Contact
Triggers when an existing contact is updated.
- Updated Pipeline Record
Triggers when a pipeline record is updated.
- 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 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 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 Product
deletes a product record from the Bigin Products module (Bigin v2 Delete Records API, same shape as the connector's Delete contact / Delete company ops).
- 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.
- Cliente Nuevo/Actualizado - New/Updated Customer
Triggers when a Cliengo contact (customer) is created or updated.
- Nuevo Cliente - New Customer
Triggers when a new contact (customer) is created in Cliengo.
- Actualizar Cliente / Update Customer
Updates an existing Cliengo contact's name, email, phone, status or assigned agent.
- Add conversation
Creates a new conversation in the Cliengo inbox on a given channel for a visitor.
- Assign conversation to operator
Assigns a conversation to an operator and returns the updated conversation.
- Buscar Agente / Search Agent
Finds agents (users/operators) in your Cliengo account whose name or email matches the text you enter.
- Buscar Contacto / Search Customer
Searches your Cliengo contacts by name, email, phone or other filters and returns the matching contacts.
- Close conversation
Closes a Cliengo inbox conversation, recording whether it resulted in a lead.
- Crear Cliente / Create Customer
Creates a new contact (customer) in Cliengo on the chosen channel.
- Delete contact
Deletes a contact from your Cliengo account.
- Get contact
Returns a single Cliengo contact (lead) by its id, including its status, rating, channel and campaign attribution.
- Get conversation
Returns a single inbox conversation by its ID, including channel, status, assignment, phase, tags and participants.
- List channels
Returns all active channels on the Cliengo account (websites, WhatsApp, Facebook, Instagram), each with its connection status and assigned chatbot.
- List conversation messages
Returns the messages of a Cliengo conversation in chronological order, optionally including system command events.
- List phases
Returns every phase (pipeline stage) of the conversation inbox, with its name and position.
- List tags
Returns every operator tag defined in the Cliengo account, with its name and color.
- List users
Returns the users (agents and operators) of your Cliengo company, with their name, email, role and active status.
- List WhatsApp templates
Returns the WhatsApp message templates (approved, pending and rejected) of a WhatsApp channel.
- Send message
Sends a message (text, image, command or note) into a Cliengo conversation on behalf of an operator, the chatbot or the visitor.
- Send WhatsApp template message
Sends an approved WhatsApp template message to one or more recipients through a WhatsApp Business channel.
- Update conversation phase
Moves a conversation to the chosen phase of your pipeline.
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
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Questions
Bigin by Zoho CRM and Cliengo, answered
What can start an automation from Bigin by Zoho CRM?
Any of Bigin by Zoho CRM's 7 triggers in the catalog, including New Event, New Pipeline Record, New Product and New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Cliengo when something happens in Bigin by Zoho CRM?
Any of Cliengo's 19 actions, including Send message, Send WhatsApp template message, Update conversation phase and Actualizar Cliente / Update Customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Cliengo to Bigin by Zoho CRM?
Yes. When something happens in Cliengo, your agent can act in Bigin by Zoho CRM too. This page covers both directions: Cliengo's triggers and Bigin by Zoho CRM's actions are listed here as well.
Do I have to build a connector for Bigin by Zoho CRM or Cliengo?
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.
Can my AI client use Bigin by Zoho CRM and Cliengo without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
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.