Integrate Bigin by Zoho CRM with Zoho Cliq
Send information between Bigin by Zoho CRM and Zoho Cliq automatically, without writing any code, using Zoho Flow.
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Send a message in Zoho Cliq when calls details are updated in Bigin
How it works
Send a message in Zoho Cliq when calls details are updated in Bigin
Bigin by Zoho CRM + Zoho Cliq
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Supported triggers and actions
Integrate Bigin by Zoho CRM and Zoho Cliq 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
New channel added
Triggers when a new channel is created in your organization
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
Add channel member
Adds a new channel member
Pin message
Pin an existing message in a conversation using message ID
Message user
Sends a message to the specified user
Add bot in a channel
Adds a bot to the selected channel
Message to bot
Sends a message to the selected bot
Create channel
Creates a new channel
Post card to channel
Posts a card to the specified channel
Message as bot on channel
Message as a bot on the specified channel
Create thread
Creates a new thread using message ID
Add user status
Adds the specified status to an existing user
Delete channel
Deletes the selected channel
Message in channel
Posts a message in a channel
Message as bot to user
Posts a message as a bot to the specified user
Archive channel
Archives the selected channel
Unarchive channel
Unarchives the selected channel
Update channel
Updates the details of an existing channel
Message as bot
Posts message as the specified bot in the selected chat or channel
Post card to chat
Posts a card to the specified chat
Update channel member role
Updates the role of a channel member
Fetch team
Fetches the details of an existing team by name
Fetch user by name or email
Fetches an existing user by name or email address
Fetch channel
Fetches the details of an existing channel by name
Remove channel member
Removes the specified member from the selected channel
What is Zoho Cliq?
Zoho Cliq is business communication software for team chat and collaboration. You can share files, create events, and make unlimited audio and video calls with absolute privacy.
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