Zoho Bigin

Integrate Zoho Bigin
with your AI workspace

Zoho Bigin is a simplified CRM solution from Zoho tailored for small businesses, focusing on pipeline tracking and relationship management

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Explore Triggers and Actions

Add Records

Tool to add new records to a module. Use when you need to programmatically insert one or more records into Bigin after confirming module name and field API names. Module-specific mandatory fields: - Tasks: Subject (required) - Events: Event_Title, Start_DateTime, End_DateTime (all required) - Calls: Subject, Call_Type (Outbound/Inbound/Missed), Call_Start_Time, Call_Duration (all required) - Contacts: Last_Name (required) - Other modules: Use Get Fields action to discover mandatory fields

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Add Tags to Records

Tool to add tags to a specific record in a module. Use when you need to categorize or label a record after creation or update.

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Create Bulk Read Job

Tool to create a bulk read job for exporting large amounts of data asynchronously. Use when you need to export records from a module that may exceed standard API limits. Returns a job ID that can be used to track progress and download results once complete.

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Create Notes

Tool to create notes and associate them with records in Zoho Bigin. Use when you need to add notes to contacts, accounts, pipelines, or other module records. Each note requires content, parent record ID, and the module name.

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Create Record Notes

Tool to create new notes for a specific record. Use when you need to add notes to a Bigin record after confirming the module name and record ID.

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Create Tags

Tool to create tags for a module. Use when you need to add new tags to a specific module in Zoho Bigin.

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Delete Attachment

Tool to delete an attachment from a record. Use when you need to remove a file after confirming its record_id and attachment_id.

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Delete Note

Tool to delete a note from a specific record. Use when you need to remove a note after confirming its record_id and note_id.

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Delete Notes

Tool to delete multiple notes from Zoho Bigin. Use when removing notes after confirming their IDs.

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Delete Record

Tool to delete a specific record from a module. Use when removing a single record after confirming its ID. Can also be used to delink related records.

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Delete Record Photo

Tool to delete a profile photo from a record. Use when you need to remove the photo associated with a specific record.

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Delete Records

Tool to delete records from a module. Use when removing one or multiple records after confirming their IDs.

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Delink Related Records

Tool to delete the association between a module record and related list records. Use when you need to remove relationships between records without deleting the records themselves.

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Disable Notifications

Tool to disable instant notifications for one or more channels. Use when you need to stop receiving notifications for specific channels that were previously enabled.

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Download Attachment

Tool to download an attachment from a record. Use when you need the binary content of a specific attachment after confirming the record and attachment IDs.

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Download Bulk Read Result

Tool to download the bulk read job result in ZIP format (containing CSV or ICS export). Use when you need to retrieve completed bulk read job data after obtaining the job_id from the bulk read job creation or status check.

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Download Record Photo

Tool to download the profile photo associated with a specific record. Use when you need the binary content of a record's photo after confirming the record ID. Returns HTTP 204 if the record exists but has no photo.

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Enable Notifications

Tool to enable instant webhook notifications for module events in Bigin. Use when you need to receive real-time alerts for record create, edit, or delete operations in specific modules (Contacts, Pipelines, etc.).

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Get All Notes

Tool to retrieve the list of notes associated with records. Use when you need to fetch notes with pagination support. Maximum 200 records per call.

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Get Attachments

Tool to retrieve attachments for a record. Use when you need a paginated list of attachments for a given module record.

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Get Bulk Read Job Status

Tool to retrieve the details of a bulk read job performed earlier. Use when you need to check the status of a bulk export operation or download the results after job completion.

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Get Custom View

Tool to get the metadata of a specific custom view configured in a module. Use when you need to retrieve configuration details, criteria, or field lists for a particular custom view.

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Get Custom Views

Tool to retrieve the list of custom views available for a module. Use when you need to discover which custom views exist for a specific Bigin module.

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Get Deleted Records

Tool to get a list of deleted records in a module. Use when auditing or restoring recently deleted data (recycle within 60 days, permanent within 120 days).

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Get Fields

Tool to retrieve field metadata for a Bigin module. Use when you need to discover available fields, their types, validation rules, and picklist values for a module.

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Get Layout

Tool to retrieve details of a specific layout by layout ID. Use when you need to get detailed configuration, sections, fields, and permissions for a particular layout.

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Get Layouts

Tool to retrieve the list of layouts available for a module. Use when you need to discover layout metadata, sections, fields, and configuration for a specific module.

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Get Module Metadata

Tool to retrieve metadata of a specific module by its API name. Use when you need detailed information about a module's configuration, permissions, and features.

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Get Modules

Tool to retrieve a list of all modules. Use when you need to discover which modules are available in Bigin.

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Get Notification Details

Tool to retrieve information about enabled notifications. Use when you need to list notification channels, check their configuration, or verify which modules have active notifications.

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Get Organization

Tool to retrieve organization details including name, ID, currency, time zone, and other settings. Use when you need to fetch organization-level configuration and metadata.

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Get Profiles

Tool to retrieve the list of available profiles and their properties in an organization. Use when you need to discover which profiles exist in Bigin.

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Get Record

Tool to retrieve details of a specific record in a module using the record ID. Use when you need to fetch complete information about a single record by its ID.

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Get Record Notes

Tool to retrieve the list of notes associated with a specific record. Use when you need to fetch notes for a given module record with optional field filtering and pagination.

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Get Records

Tool to retrieve records from a Bigin module. Use when listing or paginating module data with specific fields, sorting, filtering. No free-text search supported; use cvid for saved view filtering. Records are nested under result['data']['data']; check result['data']['info']['more_records'] to detect additional pages.

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Get Records Count

Tool to get the count of records in a Bigin module. Use when you need to know how many records exist in a module, optionally filtered by a custom view.

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Get Related Lists Metadata

Tool to retrieve the list of related lists metadata for a module. Use when you need to discover which related lists are available for a specific module.

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Get Related Records

Tool to retrieve related records associated with a specific record in a module. Use when fetching related data like Notes, Attachments, Products, or Activities linked to a parent record.

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Get Roles

Tool to retrieve the list of available roles and their properties in an organization. Use when you need to discover role hierarchy and permissions.

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Get Team Pipeline Records

Tool to retrieve pipeline records from Team Pipelines in Zoho Bigin. Use when you need to fetch deals or records from a specific team pipeline with filtering, sorting, and pagination.

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Get User

Tool to retrieve details of a specific user using the user identification. Use when you need to get complete information about a single user by their ID.

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Get Users

Tool to retrieve the list of users in the organization. Use when you need to get user information with filtering by type (ActiveUsers, DeactiveUsers, AdminUsers, etc.).

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Search Records

Tool to search for records in a Bigin module using various criteria. Use when you need to find records by keyword, email, phone, or custom criteria with specific field comparators.

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Update Note

Tool to update an existing note for a specific record in a module. Use when you need to modify the title or content of a note after confirming the module name, record ID, and note ID.

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Update Notification Details

Tool to update notification channel details in Zoho Bigin. Use when you need to modify notification URLs, events, tokens, or expiry times for existing channels. Supports up to 100 channels per call.

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Update Notification Info

Tool to update specific notification information without losing existing data. Use when you need to modify notification channel settings such as events, expiry, token, or webhook URL.

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Update Records

Tool to update existing records in a module. Use when you need to modify one or multiple records after confirming their IDs and field API names. Supports up to 100 records per call; specify an optional trigger to control workflow execution.

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Update Related Records

Tool to update related records associated with a specific record in a module. Use when you need to modify existing relationships such as updating notes, products, or activities linked to a contact or account. Max 100 records per call.

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Update User

Tool to update details of an existing user by user ID. Use when you need to modify user information such as phone, date of birth, time format, role, or status. Cannot update deactivated users.

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Update Users

Tool to update details of multiple users in an organization. Use when you need to modify user information such as phone, date of birth, time format, role, or status. Cannot update deactivated users. Maximum 100 users per request.

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Upload Attachment

Tool to upload an attachment to a record. Use when you need to attach a file or specify a public URL for upload to a Bigin record. Ensure module_api_name and record_id are correct before calling.

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Upload Organization Photo

Tool to upload or update the brand logo or image for the current organization. Use when you need to set or change the organization's photo/logo in Zoho Bigin.

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Upload Record Photo

Tool to upload a photo/image to a specific record (e.g., contact photo). Use when you need to attach a profile picture or image to a Bigin record.

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Upsert Records

Tool to insert or update records in a module based on unique field values. Use when you need to sync data without checking if records exist first. Updates existing records if duplicates are found, otherwise inserts new records.

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