Connect Bigin by Zoho CRM and Discord

Both apps 65Bigin by Zoho CRM 36Discord 29

• 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.

• Trigger
  New Forum Message

  Triggers when a new Message is created on a Forum Post.

• Trigger
  New Forum Post

  Triggers when a new Post is created on a Forum.

• Trigger
  New Mention

  Triggers when a User or Role is mentioned.

• Trigger
  New Message Posted to Channel

  Triggers when a new message is posted to a specific text channel.

• Trigger
  New Reaction on Message

  Triggers when a new Reaction is added to a Message.

• Trigger
  New User Added

  Triggers when a new user joins the Discord Server.

• Trigger
  Role Assigned to User

  Triggers when a role is assigned to a user.

• Action
  Add Reaction to Message

  React to a message in a channel with an emoji. Writer sibling for the New Reaction on Message trigger.

• Action
  Add Role

  assign a role to a user

• Action
  Create Channel

  Create a new channel in a server.

• Action
  Create new Forum Post

  Create a new Post on a Forum Channel.

• Action
  Create Role

  Create a new role in a server.

• Action
  Delete Channel

  Delete or close a channel.

• Action
  Delete Message

  Delete a message from a channel.

• Action
  Find Channel

  Find an existing channel by name.

• Action
  Find User

  Find an existing user by name.

• Action
  Get Message

  Retrieve a specific message from a channel by id.

• Action
  Get Server Member

  Get one member of a Discord server, including the roles they currently hold.

• Action
  List Active Threads

  List the threads and forum posts currently active in a Discord server.

• Action
  List Messages

  List the most recent messages in a Discord channel, newest first.

• Action
  List Reactions

  List the people who reacted to a message with a given emoji.

• Action
  List Roles

  List every role defined in a Discord server, so you can pick the Role ID an operation needs.

• Action
  List Servers

  List the Discord servers (guilds) the APIANT bot has been added to. Use it to get the Server ID every other Discord operation asks for.

• Action
  Remove User Role

  Remove a chosen role from the specified user.

• Action
  Rename Channel

  Rename a channel to a specific name you choose.

• Action
  Send Channel Message

  Post a new message to a specific #channel you choose.

• Action
  Send Direct Message

  Send a direct message to a specific user.

• Action
  Send message in Forum Post

  Send a new message in a specific Forum Post.

• Action
  Update Message

  Edit the content of a previously sent message.

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