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
  1. The flow triggers when a new task is created in Bigin by Zoho CRM.
  2. Zoho Flow creates a new task under the selected folder or project in Wrike.
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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

Call created

Triggers when a new call is created

Task updated

Triggers when any detail of an existing task is updated

Pipeline record probability updated

Triggers when the probability of an existing pipeline record is updated

Contact created or updated

Triggers when a new contact is created or updated

Company updated

Triggers when any detail of an existing company is updated

Task created

Triggers when a new task is created

Note added

Triggers when a new note is added

Pipeline record updated

Triggers when the details of an existing pipeline record are updated

Pipeline record stage updated to closed

Triggers when an existing pipeline record stage is updated to closed, won, or lost.

Product created

Triggers when a new product is created

Contact updated

Triggers when any detail of an existing contact is 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

Pipeline record created

Triggers when a new pipeline record is created

Call updated

Triggers when any detail of an existing call is updated

User added

Triggers when a new user is added

Product updated

Triggers when any detail of an existing product is updated

Pipeline record created or updated

Triggers when a new pipeline record is created or updated

Contact created

Triggers when a new contact is created

Folder or project created

Triggers when a new folder or project is created

Task event occurred

Triggers when an event has occurred in a task

Task created

Triggers when a new task is created

Folder or project event occurred

Triggers when an event has occurred in a folder or a project

Attachment added

Triggers when an attachment is added and extracts the attachment URL

Project status updated

Triggers when the status of a project is updated

Comment added for folder or project

Triggers when a new comment is added for a folder or project

Task status updated

Triggers when the status of a task is updated

Comment added for task

Triggers when a new comment is added for a task

All Actions - Actions are the automated tasks

Add note

Adds a note to the selected module

Remove tag from record

Removes an existing tag from the specified record

Create event

Creates a new event

Send email

Sends an email to the specified contact

Create tag

Creates a new tag in the selected module

Create user

Creates a new user

Create call

Creates a new call

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

Create or update company

Creates a new company or updates the details of the company if it already exists

Create task

Creates a new task

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

Update product

Updates the details of an existing product

Update user

Updates the existing user

Update call

Updates the details of an existing call

Update contact

Updates the details of an existing contact

Update event

Updates the details of an existing event

Update pipeline record

Updates the details of an existing pipeline record

Add product to pipeline record

Adds a product to the selected pipeline record

Update task

Updates the details of an existing task

Update company

Updates the details of an existing company

Fetch event

Fetches the details of an existing event by title 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 user

Fetches the details of an existing user by email address or ID

Fetch company

Fetches the details of an existing company by name or ID

Fetch contact

Fetches the details of an existing contact by email address, name, 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

Add comment to task

Adds a comment to the specified task

Create project

Creates a new project under the selected folder

Fetch user

Fetches the details of an existing user

Add comment to folder or project

Adds a comment to the selected folder or project

Create task

Creates a new task under the selected folder or project

Create folder

Creates a new folder under the selected parent folder

Create time log entry

Creates a new time log entry for the specified task

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Fetch task

Fetches the details of an existing task

Fetch folder or project

Fetches the details of an existing folder or project

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 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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Sales Director, Artico

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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