Integration
Connect Bigin by Zoho CRM and Demio
When something happens in Bigin by Zoho CRM or Demio, your agent does the next thing in the other. 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 Demio 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 and Demio can do together
From Bigin by Zoho CRM to Demio
When New Pipeline Record in Bigin by Zoho CRM
then Get event in Demio
When New Task in Bigin by Zoho CRM
then Get event session in Demio
From Demio to Bigin by Zoho CRM
When New Webinar Registration in Demio
then Add note in Bigin by Zoho CRM
When Does Not Attend Webinar in Demio
then Add tags to record in 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 Demio
Triggers and actions 5 triggers · 38 actions
Trigger
New Pipeline RecordTriggers when a new pipeline record is created.
Trigger
New TaskTriggers when a new task is added.
Action
Add noteAdds a note to a Bigin contact, company, pipeline record, product, task, event or call.
Action
Add tags to recordAdd tags to a record.
Action
Create CallAdds a new call record (logged or scheduled call) in Bigin.
Action
Create CompanyCreates a new company
Action
Create ContactCreates a new contact.
Action
Create EventCreates a new event.
Action
Create or Update CompanyCreates 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 ContactCreates 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 RecordCreates 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 RecordAdds a new pipeline record (deal) to Bigin in the chosen sub-pipeline and stage.
Action
Create ProductCreates a new product.
Action
Create TaskCreates a new task.
Action
Delete companyDeletes a company (Accounts module record) from Bigin.
Action
Delete contactDeletes a contact from Bigin by its ID.
Action
Delete pipeline recordDeletes a pipeline record (deal) from Bigin by its ID.
Action
Delete taskDeletes a task from Bigin by its ID.
Action
Get companyFetches a company by ID. An error occurs if the company is not found.
Action
Get contactRetrieves the full details of a single Bigin contact by its record ID, including any custom fields.
Action
Get pipeline recordRetrieves one Bigin pipeline record (deal) by its ID, including its custom fields.
Action
Get Records Using COQL QueryRuns a COQL SELECT query against a Bigin module (Contacts, Accounts, Pipelines, Products, Calls, Events, Tasks) and returns the matching records.
Action
Get TaskReturns one Bigin task by its ID, with its subject, status, priority and owner.
Action
List NotesReturns the notes attached to a Bigin record, such as a company, contact or pipeline record.
Action
Search CompanyReturns the Bigin companies that match a search word, email address, phone number, or field criteria.
Action
Search ContactReturns the Bigin contacts that match a search word, email address, phone number or field criteria.
Action
Search EventSearch Bigin events by a word, email, phone number or field criteria and return the matching events.
Action
Search Pipeline RecordReturns the pipeline records (deals) that match a search word, email, phone number or field criteria.
Action
Search ProductReturns the products that match a search word, email, phone number or field criteria.
Action
Search TaskSearches Bigin tasks by word, email, phone or field criteria and returns the matches.
Action
Update CompanyUpdates an existing company (Accounts module) in Bigin. Only the fields you fill in are changed.
Action
Update ContactUpdates an existing contact in Bigin. Only the fields you fill in are changed; blank fields are left as they are.
Action
Update EventUpdates an existing event
Action
Update Pipeline RecordUpdates an existing pipeline record (deal) in Bigin. Only the fields you fill in are changed.
Action
Update ProductUpdates an existing product in Bigin. Only the fields you fill in are changed.
Action
Update TaskUpdates a new task.
Trigger
Does Not Attend WebinarTriggers when a webinar ends and we detect a registrant did not attended.
Trigger
New Webinar RegistrationTriggers when there is a new registration for a webinar.
Trigger
Webinar UpdateTriggers after a webinar has ended. If using a series webinar, we provide the date of the next schedule series.
Action
Get eventReturns information about a specific Event, including a full list of its Event Sessions ordered by scheduled date/time.
Action
Get event sessionReturns information about a specific Event Session.
Action
List event participantsReturns the Event Date participants list, optionally filtered by status query param (attended, did not attend, completed, left early, banned).
Action
List eventsReturns active (not canceled) Events grouped by Event ID, ordered by next upcoming session date/time. Supports type=upcoming query param to filter to upcoming events only.
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
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Questions
Bigin by Zoho CRM and Demio, 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 Demio when something happens in Bigin by Zoho CRM?
Any of Demio's 4 actions, including Get event, Get event session, List event participants and List events. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Demio to Bigin by Zoho CRM?
Yes. When something happens in Demio, your agent can act in Bigin by Zoho CRM too. This page covers both directions: Demio'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 Demio?
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.