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.
Use Zoho Bigin with Snow
Snow is a personal AI assistant that builds real apps for you, and they can put Zoho Bigin to work.
What Snow can do with Zoho Bigin
These are the Zoho Bigin operations Snow and the apps you build with it can run. Sign in to choose which ones Snow may run without asking.
Reads29
Look at your data without changing it.
- 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.
- 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.
- 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.
- 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.
- 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.
- Get Attachments
Tool to retrieve attachments for a record. Use when you need a paginated list of attachments for a given module record.
- 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.
- 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).
- 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.
- 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.
Creates6
Add something new to your account.
- 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
- 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.
- Create Tags
Tool to create tags for a module. Use when you need to add new tags to a specific module in Zoho Bigin.
- 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.
- 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.
- 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.).
Updates11
Change something that is already there.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
Deletes8
Remove something. This often cannot be undone.
- 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.
- 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.
- Delete Notes
Tool to delete multiple notes from Zoho Bigin. Use when removing notes after confirming their IDs.
- 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.
- 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.
- Delete Records
Tool to delete records from a module. Use when removing one or multiple records after confirming their IDs.
- 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.
- 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.
Related integrations
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