Connect Bigin by Zoho CRM and JotForm

Both apps 73Bigin by Zoho CRM 36JotForm 37

• 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 Form Submission

  Polling trigger: fires when a new submission is received for the specified form.

• Trigger
  New Form Submission (instant)

  Fires instantly via a self-registered JotForm webhook whenever the selected form receives a new submission. Instant alternative to the New Form Submission poller — the platform registers the webhook on activation and removes it on deactivation.

• Action
  Add New Question to Specified Form

  Add new question to specified form

• Action
  Add or Edit a Single Question Properties

  Add or edit a single question properties

• Action
  Add Resources to Label

  Add Resources to Label

• Action
  Add Submissions to the Form

  Add Submissions to the Form

• Action
  Clone Form

  Clone an existing form.

• Action
  Create Folder

  Create Folder

• Action
  Create Form

  Create a new form

• Action
  Create or Replace Form

  Create new forms

• Action
  Create Report

  Create report

• Action
  Create Submission

  Add a new submission to a form. Provide answers keyed by submission[<qid>] field names.

• Action
  Delete a Report

  Delete a Report

• Action
  Delete Folder

  Delete Folder

• Action
  Delete Form

  Delete a form (moves to trash).

• Action
  Delete Form Question

  Delete Form Question

• Action
  Delete Submission

  Delete a single submission.

• Action
  Edit Submission Data

  Edit Submission Data

• Action
  Get Details About a Question

  Get Details About a Question

• Action
  Get Folder

  Get details of a specific folder including the forms it contains.

• Action
  Get Form

  Get the details of a specific form.

• Action
  Get Form Files

  List files uploaded to a form's submissions.

• Action
  Get Form Questions

  Get a list of all questions on a form.

• Action
  Get History

  Get History

• Action
  Get Label Resources

  Get Label Resources

• Action
  Get Report Details

  Get Report Details

• Action
  Get Submission

  Get details of a specific submission.

• Action
  Get User Reports

  Get User Reports

• Action
  List Account Submissions

  List all submissions across all forms on the account.

• Action
  List Folders

  Get a list of form folders on the account.

• Action
  List Form Reports

  List all reports for a specific form.

• Action
  List Forms

  List all forms on the account.

• Action
  List Form Submissions

  List submissions for a specific form.

• Action
  Remove Resources from Label

  Remove Resources from Label

• Action
  Replace Form Properties

  Add or edit properties of a specific form

• Action
  Set Form Properties

  Add or edit properties of a specific form

• Action
  Update Folder

  Update Folder

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