Integration
Connect Bigin by Zoho CRM and Notion
When something happens in Bigin by Zoho CRM or Notion, your agent does the next thing in the other. Describe it and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Bigin by Zoho CRM and Notion to do together?
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Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Bigin by Zoho CRM and Notion can do together
From Bigin by Zoho CRM to Notion
When New Pipeline Record in Bigin by Zoho CRM
then Add Block to Page in Notion
When New Task in Bigin by Zoho CRM
then Add Comment in Notion
From Notion to Bigin by Zoho CRM
When New Comment in Notion
then Add note in Bigin by Zoho CRM
When New Data Source Item in Notion
then Add tags to record in Bigin by Zoho CRM
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 Notion
Triggers and actions 7 triggers · 57 actions
Trigger
New Pipeline RecordTriggers when a new pipeline record is created.
Trigger
New TaskTriggers when a new task is added.
Action
Add noteAdds a note to a Bigin contact, company, pipeline record, product, task, event or call.
Action
Add tags to recordAdd tags to a record.
Action
Create CallAdds a new call record (logged or scheduled call) in Bigin.
Action
Create CompanyCreates a new company
Action
Create ContactCreates a new contact.
Action
Create EventCreates a new event.
Action
Create or Update CompanyCreates 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 ContactCreates 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 RecordCreates 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 RecordAdds a new pipeline record (deal) to Bigin in the chosen sub-pipeline and stage.
Action
Create ProductCreates a new product.
Action
Create TaskCreates a new task.
Action
Delete companyDeletes a company (Accounts module record) from Bigin.
Action
Delete contactDeletes a contact from Bigin by its ID.
Action
Delete pipeline recordDeletes a pipeline record (deal) from Bigin by its ID.
Action
Delete taskDeletes a task from Bigin by its ID.
Action
Get companyFetches a company by ID. An error occurs if the company is not found.
Action
Get contactRetrieves the full details of a single Bigin contact by its record ID, including any custom fields.
Action
Get pipeline recordRetrieves one Bigin pipeline record (deal) by its ID, including its custom fields.
Action
Get Records Using COQL QueryRuns a COQL SELECT query against a Bigin module (Contacts, Accounts, Pipelines, Products, Calls, Events, Tasks) and returns the matching records.
Action
Get TaskReturns one Bigin task by its ID, with its subject, status, priority and owner.
Action
List NotesReturns the notes attached to a Bigin record, such as a company, contact or pipeline record.
Action
Search CompanyReturns the Bigin companies that match a search word, email address, phone number, or field criteria.
Action
Search ContactReturns the Bigin contacts that match a search word, email address, phone number or field criteria.
Action
Search EventSearch Bigin events by a word, email, phone number or field criteria and return the matching events.
Action
Search Pipeline RecordReturns the pipeline records (deals) that match a search word, email, phone number or field criteria.
Action
Search ProductReturns the products that match a search word, email, phone number or field criteria.
Action
Search TaskSearches Bigin tasks by word, email, phone or field criteria and returns the matches.
Action
Update CompanyUpdates an existing company (Accounts module) in Bigin. Only the fields you fill in are changed.
Action
Update ContactUpdates an existing contact in Bigin. Only the fields you fill in are changed; blank fields are left as they are.
Action
Update EventUpdates an existing event
Action
Update Pipeline RecordUpdates an existing pipeline record (deal) in Bigin. Only the fields you fill in are changed.
Action
Update ProductUpdates an existing product in Bigin. Only the fields you fill in are changed.
Action
Update TaskUpdates a new task.
Trigger
New CommentTriggers when a new comment is created in your Notion workspace. You can filter by database or specific page.
Trigger
New Data Source ItemTriggers when a new item is created in a data source.
Trigger
Updated Content in Data Source ItemTriggers when the content in a data source item is updated.
Trigger
Updated Content in PageTriggers when the content in a page is updated.
Trigger
Updated Properties in Data Source ItemTriggers when one or more properties of a data source item are updated.
Action
Add Block to PageAdds a new content block to an existing Notion page. Supports various block types including paragraphs, headings, lists, to-dos, callouts, code blocks, and more.
Action
Add CommentAdds a new comment to a Page.
Action
Add Content to PageAdds Content to a Page.
Action
Archive Data Source ItemSoft deletes an item in a data source.
Action
Create Data Source ItemCreates an item in a data source.
Action
Create PageCreates a Page inside a parent page
Action
Find Data Source ItemsSearches for items in a data source by its properties.
Action
Find Page (By Title)Searches for a page by title.
Action
Get BlockRetrieves a block by ID.
Action
Get Block ChildrenRetrieves child blocks of a parent block or page with support for pagination.
Action
Get PageRetrieves a specific page or data source item from Notion using its ID.
Action
Get Page and ChildrenRetrieves a page by its ID and all of its block children.
Action
Get Page CommentsRetrieves comments from a Page.
Action
Get Page PropertyRetrieves a specific property value from a Notion page.
Action
Get User DetailsRetrieves user information by ID.
Action
Query Data Source (Advanced)Query a Notion data source with advanced filtering and sorting using JSON. Supports complex logic like AND/OR conditions, multiple sorts, and all Notion filter types.
Action
Restore Data Source ItemRestores a data source item which was previously archived.
Action
Retrieve DatabaseThis action retrieves a database in Notion using the ID of the database.
Action
Update DatabaseUpdates a Notion database's title, description and column (property) schema.
Action
Update Data Source ItemUpdates a data source item.
Action
Update Data Source SchemaUpdates a Notion data source schema including properties and title. Allows adding, modifying, or removing data source properties to change the schema.
Action
Upload File to Data Source ItemUploads a file to a files property in a data source item.
Action
Upload File to Page or BlockUploads a file to a page or block in Notion.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Bigin by Zoho CRM and Notion, answered
What can start an automation from Bigin by Zoho CRM?
Any of Bigin by Zoho CRM's 2 triggers in the catalog, including New Pipeline Record and New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Notion when something happens in Bigin by Zoho CRM?
Any of Notion's 23 actions, including Create Data Source Item, Create Page, Update Database and Update Data Source Item. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Notion to Bigin by Zoho CRM?
Yes. When something happens in Notion, your agent can act in Bigin by Zoho CRM too. This page covers both directions: Notion's triggers and Bigin by Zoho CRM's actions are listed here as well.
Do I have to build a connector for Bigin by Zoho CRM or Notion?
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.
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.