Connect Bigin by Zoho CRM and Zoho Books

Both apps 60Bigin by Zoho CRM 36Zoho Books 24

• 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 bill

  Triggered when a new bill is created

• Trigger
  New Customer

  Triggers when a new customer is created.

• Trigger
  New Estimate

  Triggers when a new estimate is created.

• Trigger
  New Expense

  Triggers when an expense is created.

• Trigger
  New Item

  Triggers when a new item is created.

• Trigger
  New Sales Invoice

  Triggers when a new sales invoice is created.

• Action
  Add bill

  Creates a bill received from a vendor in Zoho Books.

• Action
  Add customer payment

  Record a customer payment.

• Action
  Add expense

  Create an expense.

• Action
  Create Customer

  Creates a new customer contact in a Zoho Books organization.

• Action
  Create Estimate

  Creates a new estimate.

• Action
  Create Item

  Creates a new item.

• Action
  Create Sales Invoice

  Creates a new sales invoice.

• Action
  Find customers by criteria

  Returns the customers in a Zoho Books organization that match the specified criteria (name, company, contact person, address, email, phone, status or free text).

• Action
  Find Invoice

  Returns up to 200 invoices that match the specified criteria, such as invoice number, customer, status or date range.

• Action
  Get Bill

  Returns one vendor bill from Zoho Books, including its number, vendor, status and total.

• Action
  Get customer

  Get a contact by id.

• Action
  Get Estimate

  Returns one estimate (quote) from Zoho Books, including its number, customer, status and total.

• Action
  Get Expense

  Returns one expense recorded in Zoho Books, including its amount, date and accounts.

• Action
  Get Item

  Returns one item from your Zoho Books item list, including its name, rate and description.

• Action
  Get sales invoice

  Retrieves the details of an existing invoice in Zoho Books.

• Action
  Update customer

  Updates an existing customer in Zoho Books. Only the fields you fill in are changed.

• Action
  Update item

  Update an item.

• Action
  Update sales invoice

  Updates an existing sales invoice in Zoho Books. The line items you send replace the invoice's line items.

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