Connect Bigin by Zoho CRM and Hubflo

Both apps 99Bigin by Zoho CRM 36Hubflo 63

• 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
  Client Invited to Portal

  Triggers when a new invitation to the portal is created.

• Trigger
  Company Updated

  Triggers when a company is updated.

• Trigger
  Message Sent

  Triggers when a message is sent in a chatroom

• Trigger
  New Chatroom

  Triggers when a new chatroom is created.

• Trigger
  New Comment on a Task

  Triggers when a new comment is created on a task.

• Trigger
  New Company

  Triggers when a new company is created.

• Trigger
  New Contact

  Triggers when a new contact is created.

• Trigger
  New File Uploaded

  Triggers when a new file is uploaded.

• Trigger
  New Folder

  Triggers when a new folder is created.

• Trigger
  New Form

  Triggers when a new form is created.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Proposal

  Triggers when a new proposal is created.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  New Time Log

  Triggers when a new time log is created.

• Trigger
  New Workspace

  Triggers when a new workspace is created.

• Action
  Add a Participant to the Chatroom

  Add a participant to the Chatroom.

• Action
  Add Comment to a Task

  Adds a Comment to a Task.

• Action
  Add Embed to Workspace

  Adds embed to workspace

• Action
  Add Link to Workspace

  Adds link to workspace

• Action
  Add Project Section

  Add a section with tasks to a project

• Action
  Create a File for a Task

  Create a File for a Task.

• Action
  Create Company

  Creates a Company

• Action
  Create Contact

  Creates a Contact

• Action
  Create New Time Entry

  Creates a New Time Entry

• Action
  Create Note

  Creates a Note

• Action
  Create Project

  Create a Project

• Action
  Create Proposal

  Creates a proposal

• Action
  Create Task

  Creates a Task

• Action
  Create Workspace

  Creates a Workspace

• Action
  Create Workspace Folder

  Add a new folder to a workspace.

• Action
  Create Workspace Note

  Creates a Note in a Workspace

• Action
  Delete Workspace

  Deletes a workspace - Irreversible

• Action
  Edit Time Entry

  Edits a Particular Time Entry

• Action
  Find a Company

  Retrieves a Company.

• Action
  Find a Form

  Finds a Desired Form

• Action
  Find an Form Assignment

  Finds an Assignment of a Form.

• Action
  Find Chatroom

  Find chatroom from contacts.

• Action
  Find Contact

  Finds a Contact by Email

• Action
  Find Content Items

  Finds Content Items in a Organization.

• Action
  Find Project

  Returns the projects matching a name, owner, client contact or workspace.

• Action
  Find Sections of a Project

  Finds Sections of a Projects.

• Action
  Find the Form Assignments

  Finds Assignments of a Form.

• Action
  Find the Tasks

  FindsTasks or Subtasks.

• Action
  Find Workspace

  Returns the workspaces matching a title, a workspace id or a project.

• Action
  Find Workspace Folder

  Finds a Folder by Title in a Workspace

• Action
  Get Companies

  Returns the companies in your account, optionally limited to a project, parent company, owner or contact. Use Find a Company to look one up by name.

• Action
  Get Contacts

  Get all your contacts

• Action
  Invite Contact to Workspace

  Invite contact to a workspace

• Action
  List Task Comments

  Lists all Comments of a Task.

• Action
  Retrieve a Comment of Task

  Retrieves a Comment of Task.

• Action
  Retrieve a Task

  Retrieves a Particular Task.

• Action
  Retrieve Chatroom Participants

  Retrieve chatroom participants

• Action
  Retrieve Members

  Retrieve members of an organization

• Action
  Retrieve Messages of a Chatroom

  Retrieves messages from a given Chatroom.

• Action
  Send Form to a Client

  Sends form to a client.

• Action
  Send Message in a Chatroom

  Sends a Message in a Chatroom.

• Action
  Update Company

  Updates a Company

• Action
  Update Contact

  Updates a Contact

• Action
  Update Embed in Workspace

  Updates embed in workspace

• Action
  Update Project

  Updates a Project

• Action
  Update Task

  Updates a Task

• Action
  Update Workspace

  Updates a workspace.

• Action
  Update Workspace Folder

  Updates a Workspace folder.

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