Integration
Connect Bigin by Zoho CRM and folk
When something happens in Bigin by Zoho CRM or folk, 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 folk to do together?
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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 folk can do together
From Bigin by Zoho CRM to folk
When New Pipeline Record in Bigin by Zoho CRM
then Create Company in folk
From folk 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 folk
Triggers and actions 13 triggers · 50 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.
- Company Added
Triggers when a new company is created or added to a group.
- Company Custom Field Updated
Triggers when a company custom field (for example tag, status, text, assignee) is updated.
- Company Removed
Triggers when a company is deleted from the workspace or removed from a group.
- Company Updated
Triggers when a company basic field (like name, email or URL) in a group is updated.
- Deal Added
Fires when a new deal is created.
- Deal Removed
Fires when a deal is deleted from a pipeline.
- Deal Updated
Fires when a deal is updated (stage change, field update).
- Person Added
Triggers when a new person is created or added to a group.
- Person Custom Field Updated
Triggers when a person custom field (for example tag, status, text, assignee) is updated.
- Person Removed
Triggers when a person is deleted from the workspace or removed from a group.
- Person Updated
Triggers when a person basic field (like first name, job title, email or URL) in a group is updated.
- Create Company
Creates a company in folk, optionally adding it to a group and setting that group's custom fields.
- Create Deal
Creates a deal in a folk group, optionally linked to companies and people, and sets that deal type's custom fields.
- Create Group
Creates a group in folk. A default "All people" table view is added to the group automatically.
- Create Note
Creates a note on a folk person, company or deal. Optionally posts it as a reply to an existing note.
- Create Person
Creates a person in folk, optionally adding them to a group and setting that group's custom fields.
- Create Reminder
Creates a reminder on a folk person, company or deal, scheduled with an iCalendar recurrence rule.
- Delete Company
Deletes a company from folk by its id.
- Delete Person
Deletes a person from folk by their id. This also removes their custom fields, notes and associations.
- Find a Company
Searches folk companies by name, email or website and returns the matches, with the first one broken out for easy mapping.
- Find a Person
Searches folk people by email, full name or phone and returns the matches, with the first one broken out for easy mapping.
- Get a Company
Fetches one folk company by id, including its custom field values.
- Get a Note
Fetches one folk note by id, with its text, author and the record it is attached to.
- Get a Person
Fetches one folk person by id, including their custom field values.
- List Groups
Returns the groups in the folk workspace, with each group's id, name and visibility.
- Update Company
Updates a folk company. Only the fields you fill in are changed; list fields such as emails replace the whole list.
- Update Person
Updates a folk person. Only the fields you fill in are changed; list fields such as emails replace the whole list.
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 folk, 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 folk when something happens in Bigin by Zoho CRM?
Any of folk's 16 actions, including Create Company, Create Deal, Create Group and Create Note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from folk to Bigin by Zoho CRM?
Yes. When something happens in folk, your agent can act in Bigin by Zoho CRM too. This page covers both directions: folk'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 folk?
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.