Integrate Bigin by Zoho CRM with Wrike
Send information between Bigin by Zoho CRM and Wrike automatically, without writing any code, using Zoho Flow.
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Create tasks in Wrike as tasks are initiated in Bigin by Zoho CRM
Prioritize crucial activities by automating repetitive administrative tasks. This workflow will create a new task in Wrike each time a new task is created in Bigin by Zoho CRM.
How it works
- The flow triggers when a new task is created in Bigin by Zoho CRM.
- Zoho Flow creates a new task under the selected folder or project in Wrike.
Create tasks in Wrike as tasks are initiated in Bigin by Zoho CRM
Bigin by Zoho CRM + Wrike
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Supported triggers and actions
Integrate Bigin by Zoho CRM and Wrike 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
Pipeline record created or updated
Triggers when a new pipeline record is created or updated
Contact created or updated
Triggers when a new contact is created or updated
Task created
Triggers when a new task is created
Company created
Triggers when a new company is created
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
User added
Triggers when a new user is added
Pipeline record created
Triggers when a new pipeline record is created
Note added
Triggers when a new note is added
Call updated
Triggers when any detail of an existing call is updated
Product updated
Triggers when any detail of an existing product is updated
Event created
Triggers when a new event is created
Product created
Triggers when a new product is created
Pipeline record stage updated to closed
Triggers when an existing pipeline record stage is updated to closed, won, or lost.
Contact updated
Triggers when any detail of an existing contact is updated
Contact created
Triggers when a new contact is created
Event updated
Triggers when any detail of an existing event is updated
Task updated
Triggers when any detail of an existing task is updated
Call created
Triggers when a new call is created
Task event occurred
Triggers when an event has occurred in a task
Folder or project created
Triggers when a new folder or project is created
Comment added for task
Triggers when a new comment is added for a task
Task status updated
Triggers when the status of a task is updated
Project status updated
Triggers when the status of a project is updated
Attachment added
Triggers when an attachment is added and extracts the attachment URL
Task created
Triggers when a new task is created
Comment added for folder or project
Triggers when a new comment is added for a folder or project
Folder or project event occurred
Triggers when an event has occurred in a folder or a project
All Actions - Actions are the automated tasks
Create call
Creates a new call
Add tag to record
Adds a tag to the specified record
Create event
Creates a new event
Remove tag from record
Removes an existing tag from the specified record
Add note
Adds a note to the selected module
Create or update pipeline record
Creates a new pipeline record or updates the details of the pipeline record if it already exists
Create user
Creates a new user
Create tag
Creates a new tag in the selected module
Create or update product
Creates a new product or updates the details of an existing product
Create task
Creates a new task
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
Send email
Sends an email to the specified contact
Update company
Updates the details of an existing company
Update task
Updates the details of an existing task
Update product
Updates the details of an existing product
Update call
Updates the details of an existing call
Update event
Updates the details of an existing event
Update user
Updates the existing user
Update contact
Updates the details of an existing contact
Update pipeline record
Updates the details of an existing pipeline record
Add product to pipeline record
Adds a product to the selected pipeline record
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 pipeline record
Fetches the details of an existing pipeline record by its name or ID
Fetch company
Fetches the details of an existing company by name or 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 contact
Fetches the details of an existing contact by email address, name, or ID.
Fetch call
Fetches the details of an existing call by its ID or the contact ID
Create project
Creates a new project under the selected folder
Add comment to task
Adds a comment to the specified task
Create time log entry
Creates a new time log entry for the specified task
Create folder
Creates a new folder under the selected parent folder
Fetch user
Fetches the details of an existing user
Create task
Creates a new task under the selected folder or project
Add comment to folder or project
Adds a comment to the selected folder or project
Update task
Updates the details of an existing task
Update project
Updates the details of an existing project
Fetch folder or project
Fetches the details of an existing folder or project
Fetch task
Fetches the details of an existing task
What is Wrike?
Wrike is a project management tool where you can plan and organize your projects, tasks, and folders. You can customize your dashboard, synchronize tasks and milestones with calendar, and be up to date with the live activity stream.
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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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
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Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
