Connect Bigin by Zoho CRM and Resource Guru

Both apps 69Bigin by Zoho CRM 36Resource Guru 33

• 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
  New or Updated Booking

  Triggers when a new booking is created and/or a booking is updated.

• Trigger
  New or Updated Client

  Triggers when a new client is created and/or a client is updated.

• Trigger
  New or Updated Project

  Triggers when a new project is created and/or when a project is updated.

• Trigger
  New or Updated Resource

  Triggers when a new resource is created and/or when a resource is updated.

• Trigger
  New or Updated Time Off Event

  Triggers when a time off event is created and/or a time off event is updated.

• Action
  Add task

  Creates a new task in a Resource Guru project phase. The task's dates may widen the phase's date range.

• Action
  Create Booking

  Creates a new booking for one or more resources in Resource Guru.

• Action
  Create Client

  Creates a new client in a Resource Guru account.

• Action
  Create Project

  Creates a new project.

• Action
  Create Resource

  Creates a new resource (person, placeholder, meeting room, vehicle or other resource type) in a Resource Guru account. The new resource gets the account's default availability unless working hours are supplied.

• Action
  Create Time Off Event

  Creates a time off (downtime) event for one or more resources in Resource Guru.

• Action
  Delete booking

  Deletes a booking, or a single date or set of occurrences of a repeating booking.

• Action
  Delete client

  Deletes a client from a Resource Guru account.

• Action
  Delete project

  Deletes a project from a Resource Guru account.

• Action
  Delete resource

  Deletes a resource. Future bookings the resource booked are transferred to the connected user, and future bookings of the resource are deleted.

• Action
  Delete time off event

  Deletes a time off event (downtime) from a Resource Guru account.

• Action
  Get booking

  Get one booking by id.

• Action
  Get client

  Returns a specific client by its ID.

• Action
  Get project

  Returns a specific project by its id, including its client, team, activity types and custom field values.

• Action
  Get resource

  Returns the details of a specific resource (person, meeting room, vehicle, etc.) in a Resource Guru account.

• Action
  Get task

  Returns one Resource Guru task with its phase, dates and estimate.

• Action
  Get time off event

  Returns a single time off (downtime) event by its id.

• Action
  List bookings

  List bookings.

• Action
  List clients

  Lists the clients in a Resource Guru account. Active clients only by default; optionally include archived and deleted clients.

• Action
  List projects

  Returns every active project in a Resource Guru account, optionally including archived and deleted projects.

• Action
  List resources

  Returns the active resources (people, rooms, equipment and other bookable resources) in a Resource Guru account.

• Action
  List time off events

  Lists time off (downtime) events in a Resource Guru account, optionally filtered by resource, booker and date range.

• Action
  List users

  Returns every user on the Resource Guru account, both active and deleted.

• Action
  Update Booking

  Updates an existing booking by ID.

• Action
  Update Client

  Updates an existing client in Resource Guru. Only the fields you fill in are changed.

• Action
  Update Project

  Update an existing project in Resource Guru. Only the fields you fill in are changed.

• Action
  Update Resource

  Updates an existing resource.

• Action
  Update Time Off Event

  Updates a time off event.

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