Integrate Bigin by Zoho CRM with Aha!

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Set up tasks in Aha! when new tasks are initiated in Bigin by Zoho CRM

Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Aha! whenever a new task is initiated in Bigin by Zoho CRM.

How it works
  1. The flow triggers when a new task is created in Bigin by Zoho CRM.
  2. Zoho Flow creates a new task in Aha!.
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Set up tasks in Aha! when new tasks are initiated in Bigin by Zoho CRM

Bigin by Zoho CRM + Aha!

Build your own integrations between Bigin by Zoho CRM and Aha!

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Supported triggers and actions

Integrate Bigin by Zoho CRM and Aha! using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company updated

Triggers when any detail of an existing company is updated

Event created

Triggers when a new event is created

Pipeline record stage updated to closed

Triggers when an existing pipeline record stage is updated to closed, won, or lost.

Event updated

Triggers when any detail of an existing event is updated

Call created

Triggers when a new call is created

Contact created or updated

Triggers when a new contact is created or updated

Pipeline record probability updated

Triggers when the probability of an existing pipeline record is updated

Pipeline record updated

Triggers when the details of an existing pipeline record are updated

Contact created

Triggers when a new contact is created

Pipeline record created or updated

Triggers when a new pipeline record is created or updated

Company created

Triggers when a new company is created

Task updated

Triggers when any detail of an existing task is updated

Call updated

Triggers when any detail of an existing call is updated

Pipeline record created

Triggers when a new pipeline record is created

Note added

Triggers when a new note is added

Task created

Triggers when a new task is created

Contact updated

Triggers when any detail of an existing contact is updated

Product created

Triggers when a new product is created

Product updated

Triggers when any detail of an existing product is updated

User added

Triggers when a new user is added

Idea updated

Triggers when the details of an existing idea is updated

Page created

Triggers when a new page is created

Feature created

Triggers when a new feature is created

Product created

Triggers when a new product is added

Goal created

Triggers when a new goal is created

Idea created

Triggers when a new idea is created

Idea status changed

Triggers when an idea status is changed

Task created

Triggers when a new task is created

User created

Triggers when a new user is added

All Actions - Actions are the automated tasks

Create event

Creates a new event

Create or update company

Creates a new company or updates the details of the company if it already exists

Create or update contact

Creates a new contact or updates the details of an existing contact

Remove tag from record

Removes an existing tag from the specified record

Create task

Creates a new task

Create user

Creates a new user

Create tag

Creates a new tag in the selected module

Send email

Sends an email to the specified contact

Create or update pipeline record

Creates a new pipeline record or updates the details of the pipeline record if it already exists

Create call

Creates a new call

Add tag to record

Adds a tag to the specified record

Create or update product

Creates a new product or updates the details of an existing product

Add note

Adds a note to the selected module

Update pipeline record

Updates the details of an existing pipeline record

Update event

Updates the details of an existing event

Update user

Updates the existing user

Update call

Updates the details of an existing call

Update task

Updates the details of an existing task

Update contact

Updates the details of an existing contact

Add product to pipeline record

Adds a product to the selected pipeline record

Update company

Updates the details of an existing company

Update product

Updates the details of an existing product

Fetch call

Fetches the details of an existing call by its ID or the contact ID

Fetch event

Fetches the details of an existing event by title or ID

Fetch product

Fetches the details of an existing product by ID, name, or code

Fetch company

Fetches the details of an existing company by name or ID

Fetch user

Fetches the details of an existing user by email address or ID

Fetch task

Fetches the details of an existing task by name or ID

Fetch contact

Fetches the details of an existing contact by email address, name, or ID.

Fetch pipeline record

Fetches the details of an existing pipeline record by its name or ID

Create idea

Creates a new idea in the selected product

Create goal

Creates a new goal in the selected product

Create feature

Creates a new feature in the selected release

Create task

Creates a new task

Create product

Creates a new product

Add user

Adds a new user

Fetch user

Fetches the details of an existing user by email

Fetch feature

Fetches the details of an existing feature by name

Fetch product

Fetches the details of an existing product by its unique ID

Fetch idea

Fetches the details of an existing idea using ID or name

What is Bigin by Zoho CRM?

Bigin is a customer pipeline management software that lets you manage deals, track activities and keep all the interactions with your contacts at one place.

CRM Popular Zoho

What is Aha!?

Aha! is a project management tool that helps you track releases and ideas. You can set goals, build roadmaps, and consolidate information into a knowledge base.

Project Management

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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Toto

Technical Engineer, Master Liveaboards

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