Integration
Connect Bigin by Zoho CRM and Skyvern
When New Event fires in Bigin by Zoho CRM, your agent runs Create and Run a Task in Skyvern, or New or Updated Skyvern Workflow in Skyvern to Add tags to record in Bigin by Zoho CRM. Describe the whole flow 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 Skyvern to do together?
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Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any 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 Skyvern can do together
From Bigin by Zoho CRM to Skyvern
When New Event in Bigin by Zoho CRM
then Create and Run a Task in Skyvern
From Skyvern to 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 Skyvern
Triggers and actions 8 triggers · 50 actions
- New Event
Triggers when a new event is added.
- New Pipeline Record
Triggers when a new pipeline record is created.
- New Product
Triggers when a new product is created.
- New Task
Triggers when a new task is added.
- Updated Company
Triggers when an existing company is updated.
- Updated Contact
Triggers when an existing contact is updated.
- Updated Pipeline Record
Triggers when a pipeline record is updated.
- Add note
Adds a note to a Bigin contact, company, pipeline record, product, task, event or call.
- Add tags to record
Add tags to a record.
- Create Call
Adds a new call record (logged or scheduled call) in Bigin.
- Create Company
Creates a new company
- Create Contact
Creates a new contact.
- Create Event
Creates a new event.
- 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).
- 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).
- 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).
- Create Pipeline Record
Adds a new pipeline record (deal) to Bigin in the chosen sub-pipeline and stage.
- Create Product
Creates a new product.
- Create Task
Creates a new task.
- Delete company
Deletes a company (Accounts module record) from Bigin.
- Delete contact
Deletes a contact from Bigin by its ID.
- Delete pipeline record
Deletes a pipeline record (deal) from Bigin by its ID.
- 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).
- Delete task
Deletes a task from Bigin by its ID.
- Get company
Fetches a company by ID. An error occurs if the company is not found.
- Get contact
Retrieves the full details of a single Bigin contact by its record ID, including any custom fields.
- Get pipeline record
Retrieves one Bigin pipeline record (deal) by its ID, including its custom fields.
- 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.
- Get Task
Returns one Bigin task by its ID, with its subject, status, priority and owner.
- List Notes
Returns the notes attached to a Bigin record, such as a company, contact or pipeline record.
- Search Company
Returns the Bigin companies that match a search word, email address, phone number, or field criteria.
- Search Contact
Returns the Bigin contacts that match a search word, email address, phone number or field criteria.
- Search Event
Search Bigin events by a word, email, phone number or field criteria and return the matching events.
- Search Pipeline Record
Returns the pipeline records (deals) that match a search word, email, phone number or field criteria.
- Search Product
Returns the products that match a search word, email, phone number or field criteria.
- Search Task
Searches Bigin tasks by word, email, phone or field criteria and returns the matches.
- Update Company
Updates an existing company (Accounts module) in Bigin. Only the fields you fill in are changed.
- Update Contact
Updates an existing contact in Bigin. Only the fields you fill in are changed; blank fields are left as they are.
- Update Event
Updates an existing event
- Update Pipeline Record
Updates an existing pipeline record (deal) in Bigin. Only the fields you fill in are changed.
- Update Product
Updates an existing product in Bigin. Only the fields you fill in are changed.
- Update Task
Updates a new task.
- New or Updated Skyvern Workflow
Triggers when a Skyvern workflow (agent) is created or a new version of it is saved.
- Add browser session
Creates a Skyvern browser session that persists across multiple task and workflow runs, and returns its session id and live-view link.
- Add credential
Creates a new stored credential (login, credit card or secret) in your Skyvern organization for use by tasks and agents.
- Add workflow
Creates a new Skyvern workflow (agent) from a JSON or YAML definition and returns the saved workflow.
- Cancel run
Cancels a running Skyvern task run or workflow run by its id.
- Create and Run a Task
Starts a Skyvern browser-automation task from a plain-language prompt and returns the new run, including its id, status and link in the Skyvern app.
- Create and Run Task V2
Starts a Skyvern 2.0 browser task from a natural-language prompt and returns the new run's id and status.
- Delete workflow
Deletes a Skyvern workflow (agent) by its ID.
- Get a Browser Session
Returns the details of a Skyvern browser session, including its status, browser address for connecting, downloaded files and recordings.
- Get a Task
Returns a Skyvern task run by its id, including its status, extracted output, downloaded files, recording and screenshots.
- Get a Task V2
Returns the status, output, recording and screenshots of a Skyvern task run.
- Get a Workflow
Returns a Skyvern workflow (agent) by its permanent id, including its blocks, parameters and settings.
- List credentials
Returns the credentials stored in your Skyvern organization, optionally filtered by vault, type or search text. Secrets are never included.
- List runs
Returns your organization's task and agent runs, newest first, optionally filtered by status, run type, agent, tags, failure category or a search term.
- List workflows
Returns the workflows (agents) in your Skyvern organization, optionally filtered by search text, folder, status or tags. Returns up to 100 workflows.
- Run a Workflow
Starts a run of one of your Skyvern workflows (agents) with the parameters you supply, and returns the new run's id, status and link.
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 Skyvern, answered
What can start an automation from Bigin by Zoho CRM?
Any of Bigin by Zoho CRM's 7 triggers in the catalog, including New Event, New Pipeline Record, New Product and New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Skyvern when something happens in Bigin by Zoho CRM?
Any of Skyvern's 15 actions, including Create and Run a Task, Create and Run Task V2, Add browser session and Add credential. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Skyvern to Bigin by Zoho CRM?
Yes. When something happens in Skyvern, your agent can act in Bigin by Zoho CRM too. This page covers both directions: Skyvern'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 Skyvern?
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.
Can my AI client use Bigin by Zoho CRM and Skyvern without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
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.