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

Account created

Triggers when a new account is created in the selected portal

Ticket created or updated

Triggers when a new ticket is created or the details of an existing ticket are updated

Ticket thread added

Triggers when a new ticket thread is added in the selected portal

Agent created

Triggers when a new agent is created in the selected portal

Article created

Triggers when a new article is created

Agent availability updated

Triggers when the availability of an agent is updated

Contact updated

Triggers when the details of a contact is updated in the selected portal

Account updated

Triggers when the details of the selected account is updated

Ticket moved

Triggers when a ticket is moved to a different team or department

Agent updated

Triggers when the details of an agent is updated in the selected portal

Ticket updated

Triggers when the details of the selected ticket is updated

Call updated

Triggers when the details of a call is updated in the selected portal

Time entry updated

Triggers when a time entry is updated in the selected task

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 comment added

Triggers when a new ticket comment is added in the selected portal

Product created

Triggers when a new product is created

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.

Task updated

Triggers when the details of a task is updated in the selected portal

Call created

Triggers when a new call is created in the selected portal

Article updated

Triggers when an existing article is updated

Ticket comment updated

Triggers when the selected ticket comment is updated

Task created

Triggers when a new task is created in the selected portal

Time entry created

Triggers when a new time entry is created in the selected task

Event created

Triggers when a new event is created in the selected portal

Ticket approval updated

Triggers when the details of an existing ticket approval are updated

Event updated

Triggers when the details of an event is updated

Ticket created

Triggers when a new ticket is created in the selected portal

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 ticket comment

Creates a comment in the selected ticket

Create call

Creates a new call in the selected organization

Create contact comment

Creates a comment in the selected contact

Create topic

Creates a new topic

Create ticket

Creates a new ticket in the selected organization

Add ticket time entry

Adds time entry for an existing ticket

Add task time entry

Adds time entry for an existing task

Create article

Creates a new article

Add user to group

Adds the specified users to an existing group

Send email reply

Sends a reply for the specified ticket created in the email channel

Create custom module record

Creates a new custom module record

Create event

Creates a new event in the selected organization

Add tag

Adds a tag to the specified ticket

Remove tag

Removes a tag from the specified ticket

Create product

Creates a new product in the selected organization

Create contact

Creates a new contact 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 comment

Creates a comment for the specified topic

Create task comment

Creates a new comment in the specified task

Add agent to team

Adds the specified agent to the selected team

Create task

Creates a new task in the selected department

Create contract

Creates a new contract for the selected account

Create account

Creates a new account in the selected organization

Update call timer

Updates the timer of an existing call

Update contract

Updates the details of an existing contract

Remove agent from team

Removes the specified agent from the selected team

Update task timer

Updates the timer of an existing task

Associate accounts to contact

Associates the specified account with the specified contact

Edit ticket time entry

Edits the time entry of an existing ticket

Update contact comment

Updates the specified comment in the selected contact

Update KB user status

Updates the status of an existing KB user

Update topic

Updates the details of an existing topic

Update task

Updates the details of an existing task

Move ticket

Moves the specified ticket to the selected department

Remove user from group

Removes the specified users from an existing group

Mark or Unmark ticket as spam

Marks or unmarks the specified ticket as spam

Update product

Updates the details of the selected product

Update ticket timer

Updates the timer of an existing ticket

Update agent availability

Updates the availability status of an existing agent

Update account

Updates the selected account

Close ticket

Closes the specified tickets

Invite contact to the help center

Invites the specified contacts to help center

Update agent

Updates the details of an existing agent

Update custom module record

Updates the details of an existing custom module record

Update contact

Updates the selected contact

Update ticket

Updates the details of an existing ticket

Update call

Updates the details of the specified call

Update ticket comment

Updates the comment for the specified ticket

Send custom channel reply

Sends reply for a ticket via the selected channel

Update article

Updates the details of an existing article

Fetch product

Fetches the details of an existing product by unique ID or name

Fetch ticket tags

Fetches ticket tags using ticket ID

Fetch event

Fetches the details of an event based on the selected field

Fetch task

Fetches the details of an existing task by ID

Fetch account

Fetches an existing account by name or ID

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 ticket time entry

Fetches the time entry of an existing ticket

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 contract

Fetches the details of an existing contract

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 KB user

Fetches the details of an existing KB user

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 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 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.

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.

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Logic

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

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Custom functions

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

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