Connect Bigin by Zoho CRM and freee

Both apps 66Bigin by Zoho CRM 42freee 24

• Trigger
  New Event

  Triggers when a new event is added.

• Trigger
  New Pipeline Record

  Triggers when a new pipeline record is created.

• Trigger
  New Product

  Triggers when a new product is created.

• Trigger
  New Task

  Triggers when a new task is added.

• Trigger
  Updated Company

  Triggers when an existing company is updated.

• Trigger
  Updated Contact

  Triggers when an existing contact is updated.

• Trigger
  Updated Pipeline Record

  Triggers when a pipeline record is updated.

• 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 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).

• 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 manual journal

  Triggers when a new manual journal (振替伝票) is created in the selected freee company.

• Trigger
  Unsettled Deal

  Triggers when a new unsettled income or expense deal (取引) appears in the selected freee company.

• Action
  Add account item

  Creates a new account item (勘定科目) in a freee Accounting company and returns the created account item.

• Action
  Add deal

  Creates an income or expense deal (取引) in a freee company, with its line items and, optionally, the payments that settle it.

• Action
  Add manual journal

  Creates a manual journal (振替伝票) in a freee company, with balanced debit and credit lines.

• Action
  Add transfer

  Creates a transfer (口座振替) in a freee company, moving money from one bank account, credit card or wallet to one or more other accounts.

• Action
  Create Item

  Creates a new item (品目) in a freee company, which can then be selected on deals and other transactions.

• Action
  Create Partner

  Creates a new partner (取引先) — a customer or supplier — in a freee company, for use on deals and invoices.

• Action
  Create Tag

  Creates a new memo tag (メモタグ) in a freee company, which can then be attached to deal and transfer line items.

• Action
  Delete deal

  Deletes an income or expense deal (取引) from a freee company.

• Action
  Get deal

  Returns one income or expense deal (取引) in a freee company, including its detail lines, payments, renewals and attached receipts.

• Action
  Get partner

  Returns one partner (取引先) of a freee company by its id, including contact, address, bank account and payment-term settings.

• Action
  Get Section

  Returns a single section (department) of a freee company by its id, including its name, official name, shortcuts and availability.

• Action
  Get Tag

  Returns one memo tag (メモタグ) in a freee company by its id, including its name, shortcuts and last update date.

• Action
  Get Transfer

  Returns one transfer (振替) between accounts in a freee company, including its destination account lines.

• Action
  List account items

  Returns the account items (勘定科目) defined for a freee company, optionally filtered by keyword or update date.

• Action
  List companies

  Returns every freee company (事業所) the connected user belongs to, with each company's id, name, display name, company number and the user's role there.

• Action
  List deals

  Returns the income and expense deals (取引) recorded in a freee company, optionally filtered by partner, account item, settlement status, type, dates or remaining amount.

• Action
  List items

  Returns the items (品目) registered in a freee company, including items marked as not in use. Optionally limited to items updated within a date range.

• Action
  List manual journals

  Returns the manual journals (振替伝票) of a freee company, optionally filtered by date, account item, amount, partner, item, section, segment tags, comments, adjustment type or journal number.

• Action
  List partners

  Returns the partners (取引先) registered in a freee company, optionally filtered by keyword or last-updated date. Archived partners are not included.

• Action
  List walletables

  Returns the company's walletables — bank accounts, credit cards and other payment accounts such as cash — optionally with balances and sync status.

• Action
  Update deal

  Updates an existing income or expense deal (取引) in freee Accounting, replacing its dates, partner, reference number, line items and attached receipts.

• Action
  Update partner

  Updates an existing partner (取引先) in freee Accounting. Only the details you fill in are changed; everything else keeps its current value.

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