Integrate Bigin by Zoho CRM with Zoho Desk
Send information between Bigin by Zoho CRM and Zoho Desk automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Bigin by Zoho CRM and Zoho Desk 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
Ticket comment added
Triggers when a new ticket comment is added in the selected portal
Agent availability updated
Triggers when the availability of an agent is updated
Event created
Triggers when a new event is created in the selected portal
Account updated
Triggers when the details of the selected account is updated
Time entry updated
Triggers when a time entry is updated in the selected task
Call updated
Triggers when the details of a call is updated in the selected portal
Article created
Triggers when a new article is created
Ticket created
Triggers when a new ticket is created in the selected portal
Ticket comment updated
Triggers when the selected ticket comment is updated
Event updated
Triggers when the details of an event is updated
Ticket created or updated
Triggers when a new ticket is created or the details of an existing ticket are updated
Ticket moved
Triggers when a ticket is moved to a different team or department
Contact updated
Triggers when the details of a contact is updated in the selected portal
Account created
Triggers when a new account is created in the selected portal
Ticket approval updated
Triggers when the details of an existing ticket approval are updated
Call created
Triggers when a new call is created in the selected portal
Ticket approval added
Triggers when a new ticket approval is added
Contact created
Triggers when a new contact is created in the selected portal
Ticket thread added
Triggers when a new ticket thread is added in the selected portal
Article updated
Triggers when an existing article is updated
Ticket status updated
Triggers when a ticket status is changed to selected status. If status is not selected, the flow will trigger for all status changes.
Ticket updated
Triggers when the details of the selected ticket are updated
Agent updated
Triggers when the details of an agent is updated in the selected portal
Agent created
Triggers when a new agent is created in the selected portal
Task updated
Triggers when the details of a task is updated in the selected portal
Task created
Triggers when a new task is created in the selected portal
Product created
Triggers when a new product is created
Time entry created
Triggers when a new time entry is created in the selected task
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 department
Create contact
Creates a new contact in the selected organization
Add tag
Adds a tag to the specified ticket
Remove tag
Removes a tag from the specified ticket
Create ticket comment
Creates a comment in the selected ticket
Create contract
Creates a new contract for the selected account
Create account
Creates a new account in the selected organization
Add task time entry
Adds time entry for an existing task
Create product
Creates a new product in the selected organization
Add user to group
Adds the specified users to an existing group
Add ticket time entry
Adds time entry for an existing ticket
Create ticket
Creates a new ticket in the selected organization
Create custom module record
Creates a new custom module record
Create call
Creates a new call in the selected organization
Request approval for ticket
Requests an approval for an existing ticket from the specified approver
Create agent
Creates a new agent in the selected organization
Create topic
Creates a new topic
Create topic comment
Creates a comment for the specified topic
Create task comment
Creates a new comment in the specified task
Create contact comment
Creates a comment in the selected contact
Create article
Creates a new article
Create event
Creates a new event in the selected organization
Send email reply
Sends a reply for the specified ticket created in the email channel
Update call timer
Updates the timer of an existing call
Update agent availability
Updates the availability status of an existing agent
Update ticket comment
Updates the comment for the specified ticket
Update contact
Updates the selected contact
Update topic
Updates the details of an existing topic
Send custom channel reply
Sends reply for a ticket via the selected channel
Update article
Updates the details of an existing article
Update task timer
Updates the timer of an existing task
Update ticket
Updates the details of an existing ticket
Update agent
Updates the details of an existing agent
Update contract
Updates the details of an existing contract
Invite contact to the help center
Invites the specified contacts to help center
Update task
Updates the details of an existing task
Update contact comment
Updates the specified comment in the selected contact
Update KB user status
Updates the status of an existing KB user
Update ticket timer
Updates the timer of an existing ticket
Update custom module record
Updates the details of an existing custom module record
Close ticket
Closes the specified tickets
Update product
Updates the details of the selected product
Update call
Updates the details of the specified call
Edit ticket time entry
Edits the time entry of an existing ticket
Remove user from group
Removes the specified users from an existing group
Associate accounts to contact
Associates the specified account with the specified contact
Mark or Unmark ticket as spam
Marks or unmarks the specified ticket as spam
Move ticket
Moves the specified ticket to the selected department
Update account
Updates the selected account
Fetch KB user
Fetches the details of an existing KB user
Fetch ticket
Fetches the details of an existing ticket
Fetch customer happiness
Fetches the happiness feedback of an existing customer
Fetch ticket thread
Fetches an existing ticket thread by unique ID
Fetch contract
Fetches the details of an existing contract
Fetch custom module record
Fetches the details of an existing custom module record
Fetch contact
Fetches a contact by email address, unique ID, or contact name
Fetch task
Fetches the details of an existing task by ID
Fetch call
Fetches the details of a call based on the selected field
Fetch agent
Fetches the details of an existing agent by ID or email
Fetch article
Fetches the details of an existing article
Fetch ticket time entry
Fetches the time entry of an existing ticket
Fetch product
Fetches the details of an existing product by unique ID or name
Fetch account
Fetches an existing account by name or ID
Fetch ticket tags
Fetches ticket tags using ticket ID
Fetch event
Fetches the details of an event based on the selected field
Trash contact
Moves selected contact to the recycle bin
Trash account
Moves selected account to the recycle bin
Trash ticket
Moves selected ticket to the recycle bin
What is Zoho Desk?
Zoho Desk is context-aware help desk software for managing customer support activities. You can assign, track, and set up alerts on help desk tickets easily.
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Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
