Integrate Bigin by Zoho CRM with OpenAI

Send information between Bigin by Zoho CRM and OpenAI automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Bigin by Zoho CRM and OpenAI 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

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

Generate tweet

Generates tweet based on the given topic

Generate email reply

Generates an email reply for the given email

Generate story

Generates a story based on the given content

Create product description

Creates a product description

Rephrase text

Rephrases the given text

Check moderation

Verifies if text is potentially harmful and returns a score between 0-10

Format address

Converts the raw address text or JSON objects into a standard, formatted address string

Generate headline

Generates a headline based on the given content

Create completion

Creates an OpenAI completion for the provided prompt and parameters (supports models such as "text-ada-001" and "text-curie-001")

Parse human date

Converts natural text (“next Friday”, “3 weeks ago”) into exact date

Convert list to delimited string

Converts a list of entries given to comma separated values

Summarise text

Summarises the given text

Label email

Labels the given email

Html to text

Removes the html tags and other elements and returns the text content

Extract first and last name

Extracts first and last names from the full name

Rewrite for Readability Score

Converts the text to a high readable text

Generate subject line

Creates a concise and engaging email subject line based on the text for email, task, etc

Extract JSON from text

Extracts the JSON from given text or table

Generate an email body

Generates an email body for the given content

Convert word to digits

Converts the given words to numbers. E.g., Returns thousand as 1000

Slugify text

Converts text to slug

Assess urgency level

Analyzes text (e.g., a support ticket) and returns a label such as High, Medium, or Low urgency for priority queue assignment

Create chat completion

Creates a model response for a given chat conversation using models such as GPT3.5 Turbo, GPT 4, and others

Reply to review

Creates a reply to a review

Mask sensitive data

Removes/hides email, phone, or numeric IDs in text

Extract URL

Extracts URL from the given data

Generate title

Generates title based on the given text

Create hashtags for social post

Generates a list of relevant, trending, or industry-specific hashtags based on a social media caption input

Verify compliance with usage policies

Checks whether the content entered complies with OpenAI's usage policies

Verify data accuracy

Compares a piece of text against a simple knowledge base (or general knowledge) to flag potential factual errors before publication

Identify language of text

Identifies the ISO code (e.g., "en," "es," "fr") for the primary language in a message

Punctuate text

Punctuates the given text

Generate essay

Generates an essay based on the content

Convert the text to title case

Converts the given text to title case

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 OpenAI?

OpenAI is an artificial intelligence research organization tool that provides a variety of AI-related projects and technologies, such as natural language processing, computer vision, and reinforcement learning.

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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