Zoho Bigin - Stackone

Getting Started

Create or Select a Project

Set up a new project or select an existing one. See Organizations & Projects.

Configure the Connector

Enable the connector and create a Connector Profile in your project. See Setup Connector Profile.

OAuth 2.0 · Connector Profile

Each person connecting signs in to Zoho. One server-based client in the Zoho API Console serves every Bigin organization…

Self Client · Connector Profile

No sign-in when connecting. A Self Client created in the Zoho API Console connects only the Bigin organization it was cr…

Optionally, configure receiving Events for Zoho Bigin into StackOne.

Webhooks setup

Link an Account

Link an account from the dashboard (or via StackOne Hub).See the guide for the authentication type chosen in the Connector Profile:

OAuth 2.0 · Link Account

Self Client · Link Account

Use Actions

Connect an AI platform to the linked account’s actions. See AI Platforms.Other ways to call actions are listed in Protocols & SDKs.

Actions

75 actions

Action

Description

Required scopes

Get Attachments

List the files attached to a Bigin record.

Upload Attachment

Attach a file or a link to a Bigin record, such as a contract on a deal or a document on a contact.

Download Attachment

Download a file attached to a Bigin record.

Delete Attachment

Delete a file attached to a Bigin record.

Create Bulk Read Job

Start a background job that exports Bigin records to a CSV file.

Get Bulk Read Job Details

Check the status of a Bigin bulk read job.

Download Bulk Read Result

Download the exported records of a completed Bigin bulk read job.

Upload Bulk Write File

Upload a zipped CSV file to use in a Bigin bulk write job.

Create Bulk Write Job

Start a background job that inserts, updates or upserts Bigin records from an uploaded file.

Get Bulk Write Job Details

Check the status of a Bigin bulk write job.

Download Bulk Write Result

Download the per-row result file of a completed Bigin bulk write job.

Get From Addresses

List the email addresses the connected Bigin user may send email from.

Send Mail

Send an email from Bigin to a contact, company or deal, logged on that record.

Upload Files

Upload a file to Bigin storage to use in a file upload or image field.

Get Files

Download a file stored in Bigin by its encrypted ID.

Get Unified Credentials

Get the identity of the current Zoho Bigin connection.

List Unified Roles

List unified roles and permission profiles in Zoho Bigin.

Get Unified Role

Get a unified Zoho Bigin role or permission profile by id.

List Unified Users

List unified users in Zoho Bigin.

Get Unified User

Get a unified Zoho Bigin user by id.

Upload Profile Photo

Set the profile image of a Bigin contact, company or product.

Download Profile Photo

Download the profile image of a Bigin contact, company or product.

Delete Profile Photo

Remove the profile image of a Bigin contact, company or product.

Get Modules

List the modules of the Bigin organization with their API names.

Get Module

Get the metadata of one Bigin module, such as its labels, permissions and related lists.

Get Fields

List the fields of a Bigin module with their API names, types and picklist values.

Get Layouts

List the layouts of a Bigin module. For Pipelines, each layout is a team pipeline with its sub-pipelines and stages.

Get Related Lists

List the related lists of a Bigin module, such as Contacts or Products on a company.

Get Custom Views

List the custom views (saved filters) of a Bigin module.

Get Custom View

Get one custom view of a Bigin module with its criteria and fields.

Get Notes

List the notes across all records in Bigin.

Get Record Notes

List the notes of one Bigin record.

Add Notes

Add notes to Bigin records, such as a call summary on a contact or deal.

Update Notes

Change the title or text of a note on a Bigin record.

Delete Notes

Delete Bigin notes by ID.

Enable Notifications

Subscribe a URL to create, edit or delete events of Bigin modules.

Get Notification Details

List the Bigin notification channels and their events.

Update Notification Details

Replace the settings of Bigin notification channels.

Update Notification Info

Change some settings of Bigin notification channels and keep the rest.

Disable Notifications

Stop Bigin notification channels.

Get Organization

Get the Zoho Bigin organization this connection is bound to.

Upload Organization Image

Set the logo of the Zoho Bigin organization.

Get Team Pipeline Records

List the deals (pipeline records) of one Bigin team pipeline.

Get Team Pipeline Records Related To Contact

List the deals of one Bigin team pipeline that a contact is part of.

Get Profiles

List the permission profiles of a Zoho Bigin organization.

Get Records

List the records of a Bigin module, such as contacts, companies, products or activities.

Get Record

Get one record of a Bigin module by its ID, with all its fields.

Add Records

Create up to 100 records in a Bigin module, such as contacts, companies, deals, products or activities.

Update Records

Update up to 100 existing records of a Bigin module.

Upsert Records

Insert records, or update them when a matching record already exists in the Bigin module.

Delete Records

Delete up to 100 records of a Bigin module. Deleted records go to the recycle bin.

Search Records

Search the records of a Bigin module by criteria, email, phone or word.

Get Deleted Records

List records deleted from a Bigin module, in the recycle bin or permanently deleted.

Get Records Count

Count the records of a Bigin module.

Get Records (COQL)

Query Bigin records with a SQL-like COQL SELECT statement.

Change Record Owner

Assign up to 500 records of a Bigin module to another user.

Get Related Records

List the records in a related list of a Bigin record, such as the contacts of a company or the products of a deal.

Update Related Records

Link records to a Bigin record through a related list, such as adding products to a deal or contacts to a deal.

Delink Related Records

Unlink records from a Bigin record related list. The records themselves are kept.

Get Roles

List the hierarchy roles of a Zoho Bigin organization.

Get Tag List

List the tags of a Bigin module.

Add Tags

Create tags in a Bigin module.

Update Tags

Rename tags of a Bigin module.

Delete Tags

Delete a tag from Bigin. Records keep their data but lose the tag.

Add Tags To Records

Add tags to records of a Bigin module.

Remove Tags From Records

Remove tags from records of a Bigin module.

Get Record Count For Tag

Count the records of a Bigin module that carry a tag.

Get Users

List the users of a Zoho Bigin organization with their role and profile.

Get User

Get one Zoho Bigin user by id with their role and profile.

Get Current User

Get the Zoho Bigin user this connection signs in as.

Check User Access

Read one user, the organization and the admin list from Zoho Bigin to prove the connection can serve the roster and expa…

Add User

Invite a new user to the Bigin organization.

Update Users

Update details of several Bigin users in one call.

Update Specific User

Update the details of one Bigin user.

Delete User

Delete a user from the Bigin organization.

Events

21 events

Event