Connect QuickBase and Bigin by Zoho CRM

Both apps 59QuickBase 23Bigin by Zoho CRM 36

• Trigger
  New or updated record

  Polling trigger. Fires for each record added or modified in the specified Quickbase table, ordered by Date Modified. Records are deduped by their Record ID# (field 3).

• Trigger
  New record

  Polling trigger. Fires for each new record added to the specified Quickbase table, ordered by Record ID#. Records are deduped by their Record ID# (field 3).

• Action
  Add app

  Creates a new Quickbase application in the connected realm, optionally with a description, app variables and security properties.

• Action
  Add field

  Creates a new field in a Quickbase table, optionally with display settings, type-specific properties and per-role permissions.

• Action
  Add table

  Create a new table in a QuickBase app.

• Action
  Delete app

  Delete a QuickBase app by id.

• Action
  Delete field

  Delete one or more QuickBase fields from a table.

• Action
  Delete records

  Delete records from a Quickbase table that match a query (Quickbase query language in the where clause).

• Action
  Delete table

  Deletes a table from a Quickbase app, including all of the data within it.

• Action
  Get app

  Get the properties of a Quickbase application by its app ID.

• Action
  Get field

  Get a single QuickBase field by id.

• Action
  Get report

  Get metadata for a single QuickBase report.

• Action
  Get table

  Get the properties of a single Quickbase table by table ID and app ID.

• Action
  Get table fields

  List all fields (columns) for a Quickbase table, including field IDs, labels, and types.

• Action
  Get tables for app

  List all tables belonging to a Quickbase application.

• Action
  Insert or update records

  Insert new records or update existing ones in a Quickbase table. Pass data as an array of record objects keyed by field ID. Include the table's key field (or record ID field 3) to update; omit to insert.

• Action
  List reports

  Lists all reports defined on a Quickbase table.

• Action
  Query records

  Query records from a Quickbase table. Optionally pass select (array of field IDs), where (Quickbase query language), sortBy, groupBy, and options (skip/top).

• Action
  Run formula

  Runs a Quickbase formula against a table (and optionally a record) and returns the result as text.

• Action
  Run report

  Run a Quickbase report by report ID and table ID and return its result rows.

• Action
  Update app

  Updates an app's name, description, app variables and/or security properties. Properties left blank stay unchanged.

• Action
  Update field

  Updates the properties and per-role permissions of an existing field in a Quickbase table. Properties left blank stay unchanged.

• Action
  Update table

  Update an existing QuickBase table's properties.

• 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.

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