Connect Bigin by Zoho CRM and Omnisend

Both apps 80Bigin by Zoho CRM 42Omnisend 38

• 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.

• Trigger
  New Contact

  Triggers when a new contact is added to your Omnisend account, optionally limited to a subscription status, segment or tag.

• Trigger
  Updated Contacts

  Triggers when a contact is created or updated in Omnisend, newest changes first.

• Action
  Add email template

  Creates a new email template in Omnisend with a name, general style settings and content sections.

• Action
  Add product

  Creates a product in your Omnisend catalog, with optional variants, images, categories and tags.

• Action
  Add product category

  Creates a new product category in your Omnisend store.

• Action
  Add segment

  Creates a new contact segment in Omnisend from a name and a set of condition rules.

• Action
  Add tags to contacts

  Adds one or more tags to contacts chosen by contact ID, email, phone number or segment. Tagging happens in the background, so tags may take a moment to appear.

• Action
  Cancel Campaign

  Cancels a scheduled or paused campaign (or a started email campaign) in Omnisend and marks it as canceled.

• Action
  Copy Campaign

  Creates a new draft copy of an existing campaign, including its content, audience and settings. The copy is named "Copy of: " followed by the original name.

• Action
  Create Campaign

  Creates a new draft campaign (email or SMS; regular, A/B test or booster) in Omnisend and returns the created campaign.

• Action
  Create Subscriber

  Creates a subscriber (contact) in Omnisend, or updates the existing contact with the same email address.

• Action
  Delete Campaign

  Deletes a campaign from your Omnisend account.

• Action
  Delete Email Template

  Deletes an email template from your Omnisend account by its ID.

• Action
  Delete Image

  Deletes an image from the Omnisend image library by its ID.

• Action
  Delete product

  Deletes a product from the Omnisend product catalog by its ID.

• Action
  Delete Segment

  Permanently deletes a segment in Omnisend.

• Action
  Find Campaign

  Returns a single Omnisend campaign by its ID, including its name, status, channel, audience, content and sending settings.

• Action
  Find Campaigns

  Returns campaigns whose name contains the given text, optionally filtered by status, channel, type and created/updated dates.

• Action
  Find Email Template

  Returns a single email template, including its name, layout sections and general settings, looked up by its ID.

• Action
  Find Email Templates

  Returns email templates whose names contain the given text.

• Action
  Find Image

  Returns a single image from your Omnisend image library by its ID, including its URL, size and dimensions.

• Action
  Find Images

  Returns images in your Omnisend library whose names contain the search text.

• Action
  Find Segment

  Returns an Omnisend segment by its ID, including its name, status and condition rules.

• Action
  Find Segments

  Finds segments whose name contains the given text.

• Action
  Get contact

  Returns a single Omnisend contact by its ID, including profile details, identifiers, tags, segments and custom properties.

• Action
  Get product

  Returns a single product from your Omnisend catalog by its ID, including its variants, images, categories and stock status.

• Action
  Get Segment Statistics

  Returns statistics for a segment, including how many contacts it currently contains.

• Action
  Import Email Template

  Creates a new Omnisend email template by importing raw HTML. Returns the created template.

• Action
  List contacts

  Returns Omnisend contacts, optionally filtered by email, phone, subscription status, segment, tag or last-update time.

• Action
  Remove tags from contacts

  Removes one or more tags from contacts chosen by contact ID, email, phone number or segment. Omnisend processes the removal in the background.

• Action
  Render Email Template

  Renders an email template and returns its full HTML body for preview.

• Action
  Send Customer Event

  Sends a customer event (custom or recommended) to Omnisend for a contact, creating or updating the contact and triggering any automations based on that event.

• Action
  Update Campaign

  Updates a draft campaign's name, language, content, audience, sending settings, booster or A/B test settings. Only campaigns still in draft can be updated.

• Action
  Update contact

  Updates an existing Omnisend contact by its ID, changing only the fields you fill in, and returns the updated contact.

• Action
  Update email template

  Fully replaces an existing Omnisend email template's name, sections and general settings, and returns the updated template.

• Action
  Update product

  Replaces an existing product in your Omnisend catalog with the details you provide. Fields left blank are not kept from the previous version.

• Action
  Update segment

  Updates an existing segment's name and rules. The segment can't be updated while it is being built.

• Action
  Upload Image

  Uploads an image to your Omnisend image library from a publicly accessible URL and returns the stored image details.

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