Integrate Bigin by Zoho CRM with Forecast
Send information between Bigin by Zoho CRM and Forecast automatically, without writing any code, using Zoho Flow.
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Set up tasks in Forecast when new tasks are initiated in Bigin by Zoho CRM
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Forecast 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 Forecast.
Set up tasks in Forecast when new tasks are initiated in Bigin by Zoho CRM
Bigin by Zoho CRM + Forecast
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Supported triggers and actions
Integrate Bigin by Zoho CRM and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Call created
Triggers when a new call is created
Call updated
Triggers when any detail of an existing call is updated
Contact created
Triggers when a new contact is created
Product updated
Triggers when any detail of an existing product is updated
Contact updated
Triggers when any detail of an existing contact is updated
Note added
Triggers when a new note is added
Task updated
Triggers when any detail of an existing task is updated
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.
Company updated
Triggers when any detail of an existing company is updated
Contact created or updated
Triggers when a new contact is created or updated
User added
Triggers when a new user is added
Pipeline record created
Triggers when a new pipeline record is created
Task created
Triggers when a new task 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
Pipeline record created or updated
Triggers when a new pipeline record is created or updated
Event created
Triggers when a new event is created
Event updated
Triggers when any detail of an existing event is updated
Company created
Triggers when a new company is created
New sprint
Triggers when a new sprint is created in the selected project
New time entry
Triggers when a new time entry is created in the selected project
New person
Triggers when a new person is added
New project
Triggers when a new project is created
New subtask
Triggers when a new subtask is created in the selected project
New task
Triggers when a new card is created in the selected project
New client
Triggers when a new client is created
New milestone
Triggers when a new milestone is created in the selected project
All Actions - Actions are the automated tasks
Remove tag from record
Removes an existing tag from the specified record
Add note
Adds a note to the selected module
Create event
Creates a new event
Create call
Creates a new call
Add tag to record
Adds a tag to the specified record
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
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
Add product to pipeline record
Adds a product to the selected pipeline record
Update company
Updates the details of an existing company
Update task
Updates the details of an existing task
Update contact
Updates the details of an existing contact
Update pipeline record
Updates the details of an existing pipeline record
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
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
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
Create task
Creates a new task
Create time registration
Creates a new time registration
Create project
Creates a new project
Create subtask
Creates a new sub task/to-do
Create milestone
Creates a new milestone in the selected project
Create sprint
Creates a new sprint in the selected project
Add person
Adds a new person
Create client
Creates a new client
Create label
Creates a new label
Fetch label
Fetches an existing label by name
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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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