Connect Bigin by Zoho CRM to Lob

Both apps 76Bigin by Zoho CRM 36Lob 40

• 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.

• Action
  Autocomplete US Address

  Suggests complete US street addresses from the first part of one a person has typed, so an address field can autocomplete as they type.

• Action
  Bulk Verify International Addresses

  Checks a batch of non-US addresses at once and returns each one standardized, with whether it is deliverable.

• Action
  Cancel Check

  Cancels a check in Lob so it is not mailed. Only works while the check is still in the pre-print window.

• Action
  Cancel Letter

  Cancels a letter in Lob so it is not mailed. Only works while the letter is still in the pre-print window.

• Action
  Cancel Postcard

  Cancels a postcard in Lob so it is not mailed. Only works while the postcard is still in the pre-print window.

• Action
  Create Address

  Saves an address in your Lob address book so you can reuse it as a sender or recipient on later mailings.

• Action
  Create Bank Account

  Saves a bank account in Lob so you can send checks from it. Returns the new bank account's ID and whether it has been verified yet.

• Action
  Create Template

  Saves a reusable HTML template in Lob that letters, postcards and checks can be built from. Returns the new template's ID and its published version.

• Action
  Delete Address

  Deletes a saved address from Lob. Returns the deleted address's ID.

• Action
  Delete Bank Account

  Deletes a saved bank account from Lob. Returns the deleted bank account's ID.

• Action
  Delete Template

  Deletes an HTML template from Lob. Returns the deleted template's ID.

• Action
  Get Address

  Returns one saved address from Lob by its ID, including the recipient details and any name/value pairs stored on it.

• Action
  Get Bank Account

  Returns one saved bank account from Lob by its ID, including whether it has been verified.

• Action
  Get Check

  Returns one check from Lob by its ID, including its amount, status and delivery tracking events.

• Action
  Get Letter

  Returns one letter from Lob by its ID, including its status, addresses and delivery tracking events.

• Action
  Get Postcard

  Returns one postcard from Lob by its ID, including its status, addresses and delivery tracking events.

• Action
  Get Template

  Returns one HTML template from Lob by its ID, including its published version and version history.

• Action
  List Addresses

  Returns the saved addresses in your Lob address book, newest first, with cursors for paging through more.

• Action
  List Bank Accounts

  Returns the bank accounts saved in your Lob account, newest first, with cursors for paging through more.

• Action
  List Booklets

  Returns the booklets you have created in Lob, newest first, with cursors for paging through more.

• Action
  List Campaigns

  Returns the direct-mail campaigns in your Lob account, newest first, with cursors for paging through more.

• Action
  List Checks

  Returns the checks you have sent through Lob, newest first, with cursors for paging through more.

• Action
  List Informed Delivery Campaigns

  Returns the USPS Informed Delivery campaigns in your Lob account, newest first, with cursors for paging through more.

• Action
  List Letters

  Returns the letters you have sent through Lob, newest first, with cursors for paging through more.

• Action
  List Postcards

  Returns the postcards you have sent through Lob, newest first, with cursors for paging through more.

• Action
  List QR Code Analytics

  Returns the QR code scans recorded on your Lob mailpieces — who scanned, when, and how many times — plus the overall scan total.

• Action
  List Snap Packs

  Returns the snap packs you have sent through Lob, newest first, with cursors for paging through more.

• Action
  List Templates

  Returns the saved HTML templates in your Lob account, newest first, with cursors for paging through more.

• Action
  List Uploads

  Returns the recipient-list uploads in your Lob account, optionally narrowed to one campaign.

• Action
  Look Up ZIP Code

  Looks up a US ZIP code and returns the cities, states and counties it covers, plus the USPS ZIP code type.

• Action
  Reverse Geocode Lookup

  Takes a latitude and longitude and returns the nearest US ZIP codes with their city, state and distance from that point.

• Action
  Send Check

  Prints and mails a physical check drawn on your Lob bank account to the recipient address you name.

• Action
  Send Letter

  Prints and mails a letter to the recipient address you name, from a PDF, an HTML body, or a saved Lob template.

• Action
  Send Postcard

  Prints and mails a postcard to the recipient address you name, using front and back artwork from a URL, HTML, or a saved Lob template.

• Action
  Update Template

  Changes an existing Lob HTML template - its description, or which saved version is the live one. Anything you leave blank is left as it was.

• Action
  Validate Recipient Identity

  Checks whether a person or company name is actually associated with a US address, and returns a confidence level and match score.

• Action
  Verify Bank Account

  Confirms a Lob bank account by submitting the two micro-deposit amounts, so the account can be used to send checks.

• Action
  Verify International Address

  Checks a non-US address, standardizes it, and tells you whether mail sent there is likely to be delivered.

• Action
  Verify Single Line US Address

  Checks a US address given as one single line, standardizes it, and tells you whether mail sent there is deliverable.

• Action
  Verify US Address

  Checks a US address, standardizes it to USPS format, and tells you whether mail sent there is deliverable.

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