Integrate Bigin by Zoho CRM with Yodiz
Send information between Bigin by Zoho CRM and Yodiz automatically, without writing any code, using Zoho Flow.
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Create tasks in Yodiz as tasks are initiated in Bigin by Zoho CRM
Facilitate better time management by automating routine task scheduling. This flow will create a new task in Yodiz when a new task is created in Bigin by Zoho CRM.
How it works
- The flow triggers when a new task is created in Bigin by Zoho CRM.
- Zoho Flow creates a new task in the selected user story in Yodiz.
Create tasks in Yodiz as tasks are initiated in Bigin by Zoho CRM
Bigin by Zoho CRM + Yodiz
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Supported triggers and actions
Integrate Bigin by Zoho CRM and Yodiz 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
Task created
Triggers when a new task is created in a user story
User story created
Triggers when a new user story is created
Epic created
Triggers when a new epic is created
Issue created
Triggers when a new issue is created
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 task
Creates a new task in the selected user story
Update user story
Updates the details of an existing user story
Create issue
Creates a new issue
Create epic
Creates a new epic
Update issue
Updates the details of an existing issue
Create user story
Creates a new user story
Update epic
Updates the details of an existing epic
Update task
Updates the details of an existing task
What is Yodiz?
Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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