Integrate Bigin by Zoho CRM with Flow
Send information between Bigin by Zoho CRM and Flow automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Flow whenever a new task is initiated in Bigin by Zoho CRM
Facilitate better time management by automating routine task scheduling. This flow will create a new task in Flow when 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 in the selected workspace in Flow.
Set up a new task in Flow whenever a new task is initiated in Bigin by Zoho CRM
Bigin by Zoho CRM + Flow
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Supported triggers and actions
Integrate Bigin by Zoho CRM and Flow using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Pipeline record stage updated to closed
Triggers when an existing pipeline record stage is updated to closed, won, or lost.
Note added
Triggers when a new note is added
Company updated
Triggers when any detail of an existing company is updated
Event updated
Triggers when any detail of an existing event is updated
Pipeline record probability updated
Triggers when the probability of an existing pipeline record is updated
Event created
Triggers when a new event is created
Call created
Triggers when a new call is created
Pipeline record updated
Triggers when the details of an existing pipeline record are updated
Company created
Triggers when a new company is created
Product created
Triggers when a new product is created
Contact created or updated
Triggers when a new contact is created or updated
Contact created
Triggers when a new contact is created
User added
Triggers when a new user is added
Contact updated
Triggers when any detail of an existing contact is updated
Task updated
Triggers when any detail of an existing task is updated
Pipeline record created
Triggers when a new pipeline record is created
Pipeline record created or updated
Triggers when a new pipeline record is created or updated
Product updated
Triggers when any detail of an existing product is updated
Task created
Triggers when a new task is created
Call updated
Triggers when any detail of an existing call is updated
Team created
Triggers when a new team is created
Project created
Triggers when a new project is created
Task updated
Triggers when the selected task is updated
Task created
Triggers when a new task is created
Project updated
Triggers when the details of an existing project are updated
All Actions - Actions are the automated tasks
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
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
Add note
Adds a note to the selected module
Create event
Creates a new event
Remove tag from record
Removes an existing tag from the specified record
Create or update company
Creates a new company or updates the details of the company if it already exists
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 task
Creates a new task
Update product
Updates the details of an existing product
Update company
Updates the details of an existing company
Update user
Updates the existing user
Add product to pipeline record
Adds a product to the selected pipeline record
Update event
Updates the details of an existing event
Update pipeline record
Updates the details of an existing pipeline record
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task
Update call
Updates the details of an existing call
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 task
Fetches the details of an existing task by 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
Fetch contact
Fetches the details of an existing contact by email address, name, or ID.
Fetch pipeline record
Fetches the details of an existing pipeline record by its name or ID
Fetch user
Fetches the details of an existing user by email address or ID
Create task
Creates a new task in the selected workspace
Post comment
Posts a comment in the selected task
What is Flow?
Flow is project and task management software. You can track resources, collaborate with your team, and organize tasks with custom views.
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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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