crm · contact-management · 0 triggers · 54 actions
Zoho Bigin is a simplified CRM solution from Zoho tailored for small businesses, focusing on pipeline tracking and relationship management Add Zoho Bigin to your Stream Deck workflows with guided setup for the connection details it needs.
Add Zoho Bigin to a workflow and pair it with a Stream Deck button to run it in one press — handy for crm tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.
Browse all templatesSteps your workflow can perform in Zoho Bigin.
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 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.
Zoho Bigin is a simplified CRM solution from Zoho tailored for small businesses, focusing on pipeline tracking and relationship management
Create your Conductor Deck account: no credit card required.
Follow the setup prompts for Zoho Bigin. Conductor Deck handles the app authorization or required connection details inside the workflow builder.
Add a Zoho Bigin action to your visual workflow canvas. Configure the options you need, then connect it to other steps.
Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.
Sign up for free and start building Zoho Bigin workflows in minutes.