Integrate Bigin by Zoho CRM with Active Collab
Send information between Bigin by Zoho CRM and Active Collab automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Active Collab whenever a new task is initiated in Bigin by Zoho CRM
Free up time for critical tasks by automating redundant administrative tasks. This flow will set up a new task in Active Collab whenever a new task is initiated 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 in Active Collab.
Set up a new task in Active Collab whenever a new task is initiated in Bigin by Zoho CRM
Bigin by Zoho CRM + Active Collab
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Supported triggers and actions
Integrate Bigin by Zoho CRM and Active Collab using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task updated
Triggers when any detail of an existing task 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
User added
Triggers when a new user is added
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
Event updated
Triggers when any detail of an existing event is updated
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
Pipeline record updated
Triggers when the details of an existing pipeline record are updated
Call updated
Triggers when any detail of an existing call is updated
Company updated
Triggers when any detail of an existing company is updated
Event created
Triggers when a new event is created
Pipeline record created
Triggers when a new pipeline record is created
Note added
Triggers when a new note is added
Pipeline record stage updated to closed
Triggers when an existing pipeline record stage is updated to closed, won, or lost.
Task updated
Triggers when the details of an existing task is updated
Task closed
Triggers when a task is closed
Project created
Triggers when a new project is created
Task list created
Triggers when a new task list is created in a project
Comment added
Triggers when a comment is added to an object
Task created
Triggers when a new task is created
Task moved
Triggers when a task is moved from one task list to another
All Actions - Actions are the automated tasks
Send email
Sends an email to the specified contact
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
Create or update product
Creates a new product or updates the details of an existing product
Create task
Creates a new task
Create user
Creates a new user
Create tag
Creates a new tag in 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 call
Creates a new call
Add tag to record
Adds a tag to the specified record
Remove tag from record
Removes an existing tag from the specified record
Add note
Adds a note to the selected module
Update contact
Updates the details of an existing contact
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 product
Updates the details of an existing product
Update call
Updates the details of an existing call
Update task
Updates the details of an existing task
Add product to pipeline record
Adds a product to the selected pipeline record
Update company
Updates the details of an existing company
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 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 pipeline record
Fetches the details of an existing pipeline record by its name or ID
Create task
Creates a new task
Add comment to task
Creates a new comment in the selected task
Create project
Creates a new project
Add comment to discussion
Adds a new comment to discussion
Create company
Creates a new company
Update task
Updates the details of an existing task
Update project
Updates the details of an existing project
Move task
Moves the specified task to the selected task list
Update company
Updates the details of an existing company
Fetch company
Fetches the details of an existing company by ID or name
Fetch currency
Fetches the details of an existing currency by ID, name, or code
Fetch label
Fetches the details of an existing label by ID or name
Fetch user
Fetches the details of an existing user by email address
Fetch template
Fetches the details of an existing template
Fetch task
Fetches the details of an existing task
Fetch project
Fetches the details of an existing project by ID or name
Fetch category
Fetches the details of an existing category by ID or name
What is Active Collab?
ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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