Integration
Connect Flatfile and Bigin by Zoho CRM
When something happens in Flatfile or Bigin by Zoho CRM, your agent does the next thing in the other. Describe it 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 Flatfile and Bigin by Zoho CRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Flatfile and Bigin by Zoho CRM can do together
From Flatfile to Bigin by Zoho CRM
When New Agent in Flatfile
then Add tags to record in Bigin by Zoho CRM
From Bigin by Zoho CRM to Flatfile
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 Flatfile and Bigin by Zoho CRM
Triggers and actions 9 triggers ยท 25 actions
- New Agent
Triggers when a new agent is created.
- New App
Triggers when a new app is created.
- New Document
Triggers when a new document is created in a space.
- New Event
Triggers when a new event occurs in Flatfile.
- New Prompt
Triggers when a new prompt is created.
- New Sheet
Trigger when a new sheet is created in a Flatfile workbook.
- New User
Triggers when a new user is created.
- New Workbook
Trigger when a new workbook is created in Flatfile.
- Create Document
Creates a new document in Flatfile.
- Create Prompt
Creates a new AI prompt in Flatfile.
- Get Document
Retrieves a single document from a Flatfile space by its ID.
- Upload File
Uploads a file to Flatfile.
- New Task
Triggers when a new task is added.
- 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.
- 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.
- 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.
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
Reviews
What our customers say
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Questions
Flatfile and Bigin by Zoho CRM, answered
What can start an automation from Flatfile?
Any of Flatfile's 8 triggers in the catalog, including New Agent, New App, New Document and New Event. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Bigin by Zoho CRM when something happens in Flatfile?
Any of Bigin by Zoho CRM's 21 actions, including Create Call, Create Company, Create Contact and Create Event. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Bigin by Zoho CRM to Flatfile?
Yes. When something happens in Bigin by Zoho CRM, your agent can act in Flatfile too. This page covers both directions: Bigin by Zoho CRM's triggers and Flatfile's actions are listed here as well.
Do I have to build a connector for Flatfile or Bigin by Zoho CRM?
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.
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.