Integrate Bigin by Zoho CRM with Atera
Send information between Bigin by Zoho CRM and Atera automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Bigin by Zoho CRM and Atera using the below triggers and actions
All Triggers - A trigger kickstarts the flow
User added
Triggers when a new user is added
Pipeline record probability updated
Triggers when the probability of an existing pipeline record is updated
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
Product updated
Triggers when any detail of an existing product is updated
Company updated
Triggers when any detail of an existing company is updated
Pipeline record updated
Triggers when the details of an existing pipeline record are updated
Contact updated
Triggers when any detail of an existing contact is updated
Pipeline record created
Triggers when a new pipeline record is created
Pipeline record stage updated
Triggers when the details of a pipeline record stage is updated
Note added
Triggers when a new note is added
Task updated
Triggers when any detail of an existing task is updated
Company created
Triggers when a new company is created
Task created
Triggers when a new task is created
Contact created
Triggers when a new contact is created
Contact created or updated
Triggers when a new contact is created or updated
Product created
Triggers when a new product is created
Event created
Triggers when a new event is created
Pipeline record created or updated
Triggers when a new pipeline record is created or updated
Call created
Triggers when a new call is created
Call updated
Triggers when any detail of an existing call is updated
Ticket resolved
Triggers when an existing ticket is resolved or closed
Alert created
Triggers when a new alert is created
All Actions - Actions are the automated tasks
Create or update product
Creates a new product or updates the details of an existing product
Add tag to record
Adds a tag to the specified record
Create tag
Creates a new tag in the selected module
Remove tag from record
Removes an existing tag from the specified record
Create task
Creates a new task
Send email
Sends an email to the specified contact
Create call
Creates a new call
Create or update company
Creates a new company or updates the details of the company if it already exists
Create or update pipeline record
Creates a new pipeline record or updates the details of the pipeline record if it already exists
Create or update contact
Creates a new contact or updates the details of an existing contact
Add note
Adds a note to the selected module
Create user
Creates a new user
Create event
Creates a new event
Update call
Updates the details of an existing call
Update product
Updates the details of an existing product
Update task
Updates the details of an existing task
Update pipeline record
Updates the details of an existing pipeline record
Update user
Updates the existing user
Update contact
Updates the details of an existing contact
Update event
Updates the details of an existing event
Update company
Updates the details of an existing company
Add product to pipeline record
Adds a product to the selected pipeline record
Fetch contact
Fetches the details of an existing contact by email address, name, or ID.
Fetch user
Fetches the details of an existing user by email address or ID
Fetch call
Fetches the details of an existing call by its ID or the contact 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 pipeline record
Fetches the details of an existing pipeline record by its name or ID
Fetch event
Fetches the details of an existing event by title or ID
Fetch task
Fetches the details of an existing task by name or ID
Add customer
Creates a new customer
Add contact
Creates a new contact
Create ticket
Creates a new ticket
Create alert
Creates a new alert
Update customer
Updates the details of an existing customer
Update ticket
Updates the details of an existing ticket
Update contact
Updates the details of an existing contact
Fetch ticket
Fetches the details of an existing ticket using ticket ID
Fetch alert
Fetches the details of an existing alert using alert ID
Fetch contact
Fetches the details of an existing contact using contact ID
Fetch customer
Fetches the details of an existing customer using customer ID
What is Atera?
Atera is an IT management solution that enables monitoring, management and automation of SMB IT networks from a single console. It includes remote control, patch management, discovery, inventory of IT assets, monitoring, security, backup, and more.
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