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Zoho Bigincrm

54 available actions

What your AI agent can do in Zoho Bigin

Zoho Bigin is a simplified CRM solution from Zoho tailored for small businesses, focusing on pipeline tracking and relationship management This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get Bulk Read Job StatusTool to retrieve the details of a bulk read job performed earlier.
  • Get RecordTool to retrieve details of a specific record in a module using the record ID.
  • Create Bulk Read JobTool to create a bulk read job for exporting large amounts of data asynchronously.
  • Add RecordsTool to add new records to a module.
  • Update NoteTool to update an existing note for a specific record in a module.
  • Update Notification DetailsTool to update notification channel details in Zoho Bigin.

Browse all 54 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 28 actionsHide actions
  • Download AttachmentTool to download an attachment from a record.
  • Download Bulk Read ResultTool to download the bulk read job result in ZIP format (containing CSV or ICS export).
  • Download Record PhotoTool to download the profile photo associated with a specific record.
  • Get All NotesTool to retrieve the list of notes associated with records.
  • Get AttachmentsTool to retrieve attachments for a record.
  • Get Bulk Read Job StatusTool to retrieve the details of a bulk read job performed earlier.
  • Get Custom ViewTool to get the metadata of a specific custom view configured in a module.
  • Get Custom ViewsTool to retrieve the list of custom views available for a module.
  • Get Deleted RecordsTool to get a list of deleted records in a module.
  • Get FieldsTool to retrieve field metadata for a Bigin module.
  • Get LayoutTool to retrieve details of a specific layout by layout ID.
  • Get LayoutsTool to retrieve the list of layouts available for a module.
  • Get Module MetadataTool to retrieve metadata of a specific module by its API name.
  • Get ModulesTool to retrieve a list of all modules.
  • Get Notification DetailsTool to retrieve information about enabled notifications.
  • Get OrganizationTool to retrieve organization details including name, ID, currency, time zone, and other settings.
  • Get ProfilesTool to retrieve the list of available profiles and their properties in an organization.
  • Get RecordTool to retrieve details of a specific record in a module using the record ID.
  • Get Record NotesTool to retrieve the list of notes associated with a specific record.
  • Get RecordsTool to retrieve records from a Bigin module.
  • Get Records CountTool to get the count of records in a Bigin module.
  • Get Related Lists MetadataTool to retrieve the list of related lists metadata for a module.
  • Get Related RecordsTool to retrieve related records associated with a specific record in a module.
  • Get RolesTool to retrieve the list of available roles and their properties in an organization.
  • Get Team Pipeline RecordsTool to retrieve pipeline records from Team Pipelines in Zoho Bigin.
  • Get UserTool to retrieve details of a specific user using the user identification.
  • Get UsersTool to retrieve the list of users in the organization.
  • Search RecordsTool to search for records in a Bigin module using various criteria.
Create & communicateCreate records or send supported messagesView 9 actionsHide actions
  • Add RecordsTool to add new records to a module.
  • Add Tags to RecordsTool to add tags to a specific record in a module.
  • Create Bulk Read JobTool to create a bulk read job for exporting large amounts of data asynchronously.
  • Create NotesTool to create notes and associate them with records in Zoho Bigin.
  • Create Record NotesTool to create new notes for a specific record.
  • Create TagsTool to create tags for a module.
  • Upload AttachmentTool to upload an attachment to a record.
  • Upload Organization PhotoTool to upload or update the brand logo or image for the current organization.
  • Upload Record PhotoTool to upload a photo/image to a specific record (e.g., contact photo).
Update & manageChange and manage existing recordsView 10 actionsHide actions
  • Disable NotificationsTool to disable instant notifications for one or more channels.
  • Enable NotificationsTool to enable instant webhook notifications for module events in Bigin.
  • Update NoteTool to update an existing note for a specific record in a module.
  • Update Notification DetailsTool to update notification channel details in Zoho Bigin.
  • Update Notification InfoTool to update specific notification information without losing existing data.
  • Update RecordsTool to update existing records in a module.
  • Update Related RecordsTool to update related records associated with a specific record in a module.
  • Update UserTool to update details of an existing user by user ID.
  • Update UsersTool to update details of multiple users in an organization.
  • Upsert RecordsTool to insert or update records in a module based on unique field values.
Remove & cancelRemove records or cancel supported workView 6 actionsHide actions
  • Delete AttachmentTool to delete an attachment from a record.
  • Delete NoteTool to delete a note from a specific record.
  • Delete NotesTool to delete multiple notes from Zoho Bigin.
  • Delete RecordTool to delete a specific record from a module.
  • Delete Record PhotoTool to delete a profile photo from a record.
  • Delete RecordsTool to delete records from a module.
Other actionsSpecialist and administrative actions.View 1 actionHide actions
  • Delink Related RecordsTool to delete the association between a module record and related list records.

Connection record

A connection you can control.

Sign-in
OAuth sign-in
Setup
Sign in with your own Zoho Bigin account. Access is limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Zoho Bigin

How does the agent connect to Zoho Bigin?
You sign in with your own Zoho Bigin account. Permissions are limited to what the agent needs, the connection is health-checked, and you can revoke access from Zoho Bigin at any time.
What can the agent actually do in Zoho Bigin?
The page above lists the 54 actions currently available through the Zoho Bigin connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Zoho Bigin included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Zoho Bigin is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Zoho Bigin to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

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