Zoho Bigin
Pipeline CRM for contacts, companies, deals, pipelines, activities, notes, and sales records.
Covers pipeline CRM activity around calls, contacts, events, deals, companies, and newly created sales records.
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Example Use Cases
These are example ways Snow can use Zoho Bigin when building apps with you. This list is meant to show examples, not document every possible capability. Connecting an account does not make Snow run these automatically on its own.
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
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.
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.
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.
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.
Tool to create tags for a module. Use when you need to add new tags to a specific module in Zoho Bigin.
Tool to delete an attachment from a record. Use when you need to remove a file after confirming its record_id and attachment_id.
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.
Tool to delete multiple notes from Zoho Bigin. Use when removing notes after confirming their IDs.
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.