Connect Bigin by Zoho CRM and Polar

Both apps 83Bigin by Zoho CRM 36Polar 47

• 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.

• Trigger
  Benefit Created

  Triggered when a new benefit is created in Polar.

• Trigger
  Benefit Updated

  Triggered when a benefit is changed in Polar.

• Trigger
  Checkout Created

  Triggered when a new checkout session is created in Polar.

• Trigger
  Checkout Expired

  Triggered when a checkout session expires in Polar without being paid.

• Trigger
  Checkout Updated

  Triggered when a checkout session changes in Polar, for example when it is confirmed or paid.

• Trigger
  Customer Created

  Triggered when a new customer is created in Polar.

• Trigger
  Customer Deleted

  Triggered when a customer is deleted in Polar.

• Trigger
  Customer State Changed

  Triggered when a customer's state changes in Polar - their active subscriptions, granted benefits or meters.

• Trigger
  Customer Updated

  Triggered when a customer's details change in Polar.

• Trigger
  Order Created

  Triggers when a new order is placed in your Polar organization.

• Trigger
  Order Paid

  Triggers when an order in your Polar organization is paid.

• Trigger
  Order Updated

  Triggers when an order in your Polar organization changes.

• Trigger
  Product Created

  Triggers when a new product is created in your Polar organization.

• Trigger
  Product Updated

  Triggers when a product in your Polar organization changes.

• Trigger
  Subscription Active

  Triggers when a subscription in your Polar organization becomes active.

• Trigger
  Subscription Canceled

  Triggers when a customer cancels a subscription in your Polar organization.

• Trigger
  Subscription Created

  Triggers when a new subscription is created in your Polar organization.

• Trigger
  Subscription Past Due

  Triggers when a subscription in your Polar organization falls past due because a payment failed.

• Trigger
  Subscription Revoked

  Triggers when a subscription in your Polar organization is revoked and the customer loses access.

• Trigger
  Subscription Uncanceled

  Triggers when a customer reverses a pending cancellation and keeps a subscription in your Polar organization.

• Trigger
  Subscription Updated

  Triggers when a subscription in your Polar organization changes.

• Action
  Add Subscription

  Subscribes a customer to a free recurring product.

• Action
  Confirm Checkout Session

  Completes an open checkout session so Polar creates the order. Works without payment only when the checkout needs none, for example a free product.

• Action
  Create Benefit

  Creates a benefit in Polar that you can attach to products.

• Action
  Create Checkout Session

  Creates a Polar checkout session for a product and returns the link the customer pays through.

• Action
  Create Customer

  Creates a customer in Polar.

• Action
  Create Discount

  Creates a discount in Polar, either a percentage off or a fixed amount off.

• Action
  Create Product

  Creates a product in Polar with its price or prices.

• Action
  Delete Customer

  Deletes a customer in Polar. Their subscriptions are cancelled and their benefits revoked.

• Action
  Get Checkout Session

  Returns one Polar checkout session by its id, including its status and payment link.

• Action
  Get Customer

  Returns one customer from Polar by their id, including any metadata you stored on them.

• Action
  Get Product

  Returns one product from Polar by its id, with its prices and attached benefits.

• Action
  Get Subscription

  Returns one subscription from Polar by its id, with its status, amount and current period.

• Action
  List Benefits

  Returns a page of benefits from Polar.

• Action
  List Checkout Sessions

  Returns a page of checkout sessions from Polar.

• Action
  List Customers

  Returns a page of customers from Polar.

• Action
  List Discounts

  Returns the discount codes set up in your Polar organization, newest first. You can narrow the list by organization or by name text, and page through the results.

• Action
  List Orders

  Returns the orders placed in your Polar organization. You can narrow the list by product, customer, subscription, checkout, discount or status, and page through the results.

• Action
  List Products

  Returns the products in your Polar organization, with their prices and benefits. You can narrow the list by name text, archived state, one-time versus subscription, or a benefit, and page through the results.

• Action
  List Subscriptions

  Returns the subscriptions in your Polar organization. You can narrow the list by product, customer, discount, active state or status, and page through the results.

• Action
  Revoke Subscription

  Cancels a Polar subscription immediately, ending the customer's access right away rather than at the end of the billing period.

• Action
  Update Benefit

  Changes a benefit's description, visibility, settings or metadata.

• Action
  Update Checkout Session

  Changes an open checkout session: buyer details, product, amount, metadata or redirect links.

• Action
  Update Customer

  Updates an existing Polar customer. Only the fields you fill in are changed; anything left blank keeps its current value.

• Action
  Update Order

  Changes the billing name or billing address shown on an order's invoice.

• Action
  Update Product

  Updates an existing Polar product. Only the fields you fill in are changed; anything left blank keeps its current value.

• Action
  Update Subscription

  Changes an existing Polar subscription — switch its product, apply a discount, adjust seats, move the trial end, or schedule or reverse a cancellation. Only the fields you fill in are changed.

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