--- title: "Connect Bigin by Zoho CRM to Lumin - APIANT.ai" description: "When \"New Event\" fires in Bigin by Zoho CRM, your agent runs \"Send reminder emails\" in Lumin." canonical: "https://apiant.ai/connect/bigin-by-zoho-crm-to-lumin" --- # Connect Bigin by Zoho CRM to Lumin When **New Event** fires in [Bigin by Zoho CRM](https://apiant.ai/connections/bigin-by-zoho-crm), your agent runs **Send reminder emails** in [Lumin](https://apiant.ai/connections/lumin). Describe the whole flow and it is built, tested on every scenario and kept running. Bigin by Zoho CRM **7** triggers Bigin by Zoho CRM **35** actions Lumin **22** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Bigin by Zoho CRM and Lumin to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Bigin by Zoho CRM can start in Lumin - When **New Event** in Bigin by Zoho CRM then **Send reminder emails** in Lumin - When **New Pipeline Record** in Bigin by Zoho CRM then **Upload File** in Lumin 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 Lumin ## Triggers and actions 7 triggers · 57 actions - 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. - Action **Add agreement** Creates a new AgreementGen document in Lumin from an AgreementGen template, optionally filling its variables and form fields. - Action **Add space** Creates a new Space in your Lumin Workspace, optionally inviting Workspace members into it. - Action **Cancel signature request** Cancels a pending signature request so its signers can no longer sign it. - Action **Compress document** Compresses a PDF document to reduce its file size and returns a temporary download link for the compressed file. - Action **Generate document from template** Generates a downloadable PDF document from a Lumin template, filling in its merge tags, form fields and variables, and returns a temporary download link. - Action **Get agreement file** Returns a temporary download link for an AgreementGen document's PDF file. - Action **Get signature request** Returns a signature request's details, including its title, status, expiry, signing type and each signer's status. - Action **Get signature request file** Returns a temporary download link for a signature request's file: the agreement, its Certificate of Completion, or both merged into one PDF. - Action **Get signing link** Returns a signing link for a signer on an existing signature request, so the document can be signed inside your own app or portal. - Action **Get template** Returns the details of a Lumin template, including its signer roles, merge tags, form fields and variables. - Action **List spaces** Returns the Spaces in your Lumin workspace, with each Space's name, your role and member count. - Action **List templates** Returns the templates (AgreementGen, Sign and PDF) in your Lumin workspace. - Action **List workspace members** Returns the members of your Lumin workspace, with each member's email, name, role and join date. - Action **Merge documents** Merges 2 to 20 Lumin documents or file URLs into a single PDF and returns a temporary download link. - Action **Send reminder emails** Sends reminder emails to selected signers of a signature request who still need to sign. - Action **Send signature request** Creates a signature request for a document (by file URL) and emails it to the signers you list. - Action **Send signature request from template** Creates and sends a new signature request from a Lumin template, prefilling its merge tags, form fields and variables. - Action **Split document** Splits a PDF document into one or more files, by page ranges or into equal-sized parts, and returns a temporary download link to the result (a PDF, or a ZIP when there are several files). - Action **Summarize document** Generates an AI summary of a PDF document's text, identified by a Lumin document or a file URL. - Action **Translate document** Translates a PDF document into a target language while preserving its layout, and returns a temporary download link for the translated file. - Action **Update signature request** Changes the due date of an existing signature request that is still awaiting signatures, and returns the updated signature request. - Action **Upload File** Uploads a file from a URL into your Lumin Workspace, a Space, or your Personal documents and returns the created document. ## Each app on its own - [ **Bigin by Zoho CRM** Bigin is a sales pipeline management software that lets you manage deals, track activities and keep all the...](https://apiant.ai/connections/bigin-by-zoho-crm) - [ **Lumin** Lumin is a PDF editor built for the cloud. Edit, share and sign PDFs from anywhere.](https://apiant.ai/connections/lumin) Reviews ## What our customers say ## More from Bigin by Zoho CRM - [ **Bigin by Zoho CRM to Zoho Campaigns** Zoho Campaigns lets you send email and social media campaigns to your subscribers.](https://apiant.ai/connect/bigin-by-zoho-crm-to-zoho-campaigns) - [ **Bigin by Zoho CRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/bigin-by-zoho-crm-to-hubspot) - [ **Bigin by Zoho CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/bigin-by-zoho-crm-to-salesforce) - [ **Bigin by Zoho CRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/bigin-by-zoho-crm-to-slack) - [ **Bigin by Zoho CRM to Google Sheets** Google Sheets](https://apiant.ai/connect/bigin-by-zoho-crm-to-google-sheets) - [ **Bigin by Zoho CRM to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/bigin-by-zoho-crm-to-gmail) ## More into Lumin - [ **HubSpot to Lumin** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-lumin) - [ **Salesforce to Lumin** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-lumin) - [ **Slack to Lumin** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-lumin) - [ **Google Sheets to Lumin** Google Sheets](https://apiant.ai/connect/google-sheets-to-lumin) - [ **Gmail to Lumin** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-lumin) - [ **Google Calendar to Lumin** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-lumin) Questions ## Bigin by Zoho CRM and Lumin, answered ### ### What can start an automation from Bigin by Zoho CRM? Any of Bigin by Zoho CRM's 7 triggers in the catalog, including New Event, New Pipeline Record, New Product and New Task. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Lumin when something happens in Bigin by Zoho CRM? Any of Lumin's 22 actions, including Send reminder emails, Send signature request, Send signature request from template and Update signature request. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Lumin to Bigin by Zoho CRM? Lumin has no triggers in the catalog today, so automations start in Bigin by Zoho CRM. If you need the other direction, ask: your agent reads Lumin's API documentation and adds it. ### ### Do I have to build a connector for Bigin by Zoho CRM or Lumin? 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. ### ### Can my AI client use Bigin by Zoho CRM and Lumin without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### 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.