Connect Bigin by Zoho CRM to Microsoft Teams

Both apps 69Bigin by Zoho CRM 42Microsoft Teams 27

• 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 Member To Team

  Tool to add a user to a microsoft teams team. use when granting or updating membership for a user.

• Action
  Archive Team

  Tool to archive a microsoft teams team. use after confirming the team id; returns 202 if accepted.

• Action
  Chats Get All Chats

  Retrieves all microsoft teams chats a specified user is part of, supporting filtering, property selection, and pagination.

• Action
  Chats Get All Messages

  Retrieves all messages from a specified microsoft teams chat using the microsoft graph api, automatically handling pagination; ensure `chat id` is valid and odata expressions in `filter` or `select` are correct.

• Action
  Create Meeting

  Use to schedule a new standalone microsoft teams online meeting, i.e., one not linked to any calendar event.

• Action
  Create Team

  Tool to create a new microsoft teams team. use when you need to provision a team with optional template, channels, and members.

• Action
  Delete Team

  Tool to delete a microsoft teams team. use after confirming the target team id.

• Action
  Get Channel

  Tool to get a specific channel in a team. use after obtaining valid team and channel ids to fetch channel details.

• Action
  Get Chat Message

  Tool to get a specific chat message. use after confirming chat id and message id.

• Action
  Get Team

  Tool to get a specific team. use when full details of one team by id are needed.

• Action
  List Message Replies

  Tool to list replies to a channel message. use after obtaining team, channel, and message ids.

• Action
  List Team Members

  Tool to list members of a microsoft teams team. use when you need to retrieve the members of a specific team, for auditing or notifications.

• Action
  List Users

  Tool to list all users in the organization. use when you need to retrieve directory users with filtering, pagination, and field selection.

• Action
  Teams Create Channel

  Creates a new 'standard', 'private', or 'shared' channel within a specified microsoft teams team.

• Action
  Teams Create Chat

  Creates a new chat; if a 'oneonone' chat with the specified members already exists, its details are returned, while 'group' chats are always newly created.

• Action
  Teams Get Message

  Retrieves a specific message from a microsoft teams channel using its team, channel, and message ids.

• Action
  Teams List

  Retrieves microsoft teams accessible by the authenticated user, allowing filtering, property selection, and pagination.

• Action
  Teams List Channels

  Retrieves channels for a specified microsoft teams team id (must be valid and for an existing team), with options to include shared channels, filter results, and select properties.

• Action
  Teams List Chat Messages

  Retrieves messages (newest first) from an existing and accessible microsoft teams one-on-one chat, group chat, or channel thread, specified by `chat id`.

• Action
  Teams List People

  Retrieves a list of people relevant to a specified user from microsoft graph, noting the `search` parameter is only effective if `user id` is 'me'.

• Action
  Teams Post Channel Message

  Posts a new text or html message to a specified channel in a microsoft teams team.

• Action
  Teams Post Chat Message

  Sends a non-empty message (text or html) to a specified, existing microsoft teams chat; content must be valid html if `content type` is 'html'.

• Action
  Teams Post Message Reply

  Sends a reply to an existing message, identified by `message id`, within a specific `channel id` of a given `team id` in microsoft teams.

• Action
  Unarchive Team

  Tool to unarchive a microsoft teams team. use when you need to restore an archived team to active state.

• Action
  Update Channel Message

  Tool to update a message in a channel. use when you need to modify an existing channel message after confirming channel and message ids.

• Action
  Update Chat Message

  Tool to update a specific message in a chat. use when you need to correct or modify a sent chat message.

• Action
  Update Team

  Tool to update the properties of a team. use when you need to modify team settings such as member, messaging, or fun settings.

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