Zoho Bigin Integration — Automate Zoho Bigin with AI on Beauto
Zoho Bigin is a simplified CRM solution from Zoho tailored for small businesses, focusing on pipeline tracking and relationship management
Category: crm, contact management · 54 actions available
What you can automate with Zoho Bigin
Beauto connects Zoho Bigin with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from Zoho Bigin events, enrich Zoho Bigin data with AI, or sync Zoho Bigin with the rest of your stack — without writing code.
- Sync Zoho Bigin data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
- Trigger AI agents on new Zoho Bigin events and route the output anywhere
- Schedule recurring Zoho Bigin tasks — daily reports, cleanups, or bulk updates
- Use natural language to describe the workflow; Beauto builds it for you
Zoho Bigin actions Beauto supports
- 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 (requi
- 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.
- 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 progres
- 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 n
- 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.
- 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.
- 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 chec
- 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.
- 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.).
- 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 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.
- 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.
- 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 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.
- 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.
- 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.
- Get Modules — Tool to retrieve a list of all modules. Use when you need to discover which modules are available in Bigin.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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 unde
- 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.
- 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.
- 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.
- 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.
- 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.