Integrate Bigin by Zoho CRM with Redbooth
Send information between Bigin by Zoho CRM and Redbooth automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Redbooth each time a new task is created in Bigin by Zoho CRM
Facilitate better time management by automating routine task scheduling. This flow will add a new task to Redbooth every time a new task is added 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 Redbooth.
Create a new task in Redbooth each time a new task is created in Bigin by Zoho CRM
Bigin by Zoho CRM + Redbooth
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Supported triggers and actions
Integrate Bigin by Zoho CRM and Redbooth using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Note added
Triggers when a new note is added
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
Pipeline record updated
Triggers when the details of an existing pipeline record are updated
Company updated
Triggers when any detail of an existing company is updated
Event updated
Triggers when any detail of an existing event is updated
Task created
Triggers when a new task is created
Company created
Triggers when a new company is created
Task updated
Triggers when any detail of an existing task is updated
Call created
Triggers when a new call is created
Contact updated
Triggers when any detail of an existing contact is updated
Contact created
Triggers when a new contact is created
Pipeline record created or updated
Triggers when a new pipeline record is created or updated
Event created
Triggers when a new event is created
Product updated
Triggers when any detail of an existing product is 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
Pipeline record created
Triggers when a new pipeline record is created
User added
Triggers when a new user is added
Call updated
Triggers when any detail of an existing call is updated
New workspace
Triggers when a new workspace is created in the selected organization
New organization
Triggers when a new organization is created
New task list
Triggers when a new task list is created
New task
Triggers when a new task is created
New notification
Triggers when you have a new notification
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
Add tag to record
Adds a tag to the specified record
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
Remove tag from record
Removes an existing tag from the specified record
Add note
Adds a note to the selected module
Update task
Updates the details of an existing task
Update product
Updates the details of an existing product
Update company
Updates the details of an existing company
Add product to pipeline record
Adds a product to the selected pipeline record
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 call
Updates the details of an existing call
Update event
Updates the details of an existing event
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 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 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 event
Fetches the details of an existing event by title or ID
Fetch company
Fetches the details of an existing company by name or ID
Add comment
Adds a new comment
Create organization
Creates a new organization
Create task list
Creates a new task list
Create task
Creates a new task
Create workspace
Creates a new workspace in the selected organization
What is Redbooth?
Redbooth is online project management software. You can sort tasks, delegate responsibilities, and visualize project timelines with Gantt charts.
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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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