Bigin
CRMConnect AI agents to Bigin by Zoho. Agents create and update contacts, companies, deals, and tasks, search records in any module, and add notes to keep small-business pipelines moving.
What This Integration Enables
Bigin is the CRM for teams where the founder is also the sales manager. The pipeline is not a report about the business; it is the business, read at a glance between customer calls. What breaks that model is maintenance: a five-person team has no RevOps function, so the pipeline decays exactly when things get busy, which is exactly when it matters most. This connector makes FlowRunner agents the RevOps function. They sync buyers in from the systems where revenue actually happens, open and advance deals, attach notes and tasks, and reach any standard or custom module through generic record actions when the dedicated ones do not fit. - Create and update contacts, companies, deals, and tasks with focused, field-safe actions - Search any module by criteria expression, email, phone, or free text before every write - Move deals through pipeline stages and log the evidence as notes on the record - Use List Modules plus the generic record actions to reach Events, Calls, Products, and custom modules The writes that keep a pipeline honest run at machine speed. The judgment calls, which buyer deserves a pursuit, which stale deal gets declared dead, stay with the person who owns the number, through FlowRunner's [human-in-the-loop](/concepts/human-in-the-loop) steps.
Without FlowRunner
With FlowRunner
Use Case Scenarios
From storefront to pipeline without a copy-paste
An order from [Shopify](/integrations/shopify) reaches the agent. Search Records looks up the buyer by email; a miss produces a Create Company and Create Contact pair, a hit produces an Update Contact refresh. Create Deal opens the opportunity in the right pipeline with the order amount, and Add Note records what was bought. Repeat buyers do not create duplicate records, and the owner's morning pipeline review now includes last night's orders.
Meetings that arrive pre-briefed
When an invitee books through [Calendly](/integrations/calendly), the agent runs Search Records on the email, pulls the full record with Get Record, and reads the history with List Notes. Create Task schedules prep work with the meeting date as the deadline, and the task description carries a short brief assembled from the record: open deal, stage, last note, last order. The founder walks into the call knowing what the CRM knows, without having opened it.
Payment confirmation closes the loop
When [Stripe](/integrations/stripe) confirms a payment tied to an open opportunity, Update Deal moves the deal to its Won stage, Add Note documents the amount and payment reference, and a row lands in [Google Sheets](/integrations/google-sheets) for the monthly revenue tally. The pipeline stops being a forecast that someone reconciles against reality at month end. It is reconciled continuously, by an agent, with the evidence attached.
Human-in-Loop Highlight
Delete Record is permanent in Bigin, and in a small business the deal history is the institutional memory: why the Hendricks deal died in negotiation is knowledge that lives nowhere else. So the quarterly pipeline cleanup agent never deletes on its own. It lists deals with no activity past their closing date, moves the clear cases to Closed Lost with Update Deal and a note explaining the sweep, both reversible, and only proposes Delete Record for records that look like test data or junk: "Deal 'asdf test' has no contact, no amount, no notes, created and untouched for a year. Delete it?" The owner confirms each one, because on a team this small, the person deciding what history to erase should be the person who lived it.
Agent Capabilities
17 actionsRecords
6- List Records Retrieves a paginated list of records from any Bigin module (Contacts, Companies, Pipelines, Tasks, Events, Calls, or Products), with field selection, sorting, and cursor paging.
- Get Record Retrieves the full details of a single record from any module by its record ID, returning every populated field.
- Create Record Creates a new record in any module using Bigin field API names, wrapped automatically in the required data envelope. The route to custom modules and fields the dedicated actions do not expose.
- Update Record Updates an existing record in any module. Only the fields supplied are modified; everything else keeps its current value.
- Delete Record Permanently deletes a record from any module by its record ID. Cannot be undone, which is why this page's human gate exists.
- Search Records Searches records in any module by exactly one of: a criteria expression, an email address, a phone number, or a free-text word. The lookup step that runs before every write.
Contacts
2- Create Contact Creates a new contact. A last name is required; first name, email, phone, mobile, title, and company are optional.
- Update Contact Updates an existing contact. Only the fields provided are changed.
Companies
2- Create Company Creates a new company (an Accounts record). A company name is required; phone, website, and industry are optional.
- Update Company Updates an existing company. Only the fields provided are changed.
Deals
2- Create Deal Creates a new deal in the Pipelines module. A deal name and stage are required; amount, closing date, and an associated contact or company are optional.
- Update Deal Updates an existing deal. The action that moves a deal to a new stage or adjusts its amount as reality changes.
Tasks
2- Create Task Creates a new task. A subject is required; status, priority, due date, and an associated deal or contact are optional.
- Update Task Updates an existing task. Used to mark work complete or reschedule it.
Notes
2- List Notes Retrieves the notes attached to a specific record in any module. The agent's read on a record's history before a meeting or a decision.
- Add Note Adds a timestamped note to a specific record, attributed to the connected user. How agent actions leave evidence where the team will read it.
Settings
1- List Modules Lists all modules in the connected Bigin account with API names, display labels, and API access flags. Used to discover module names for the generic record actions.
Frequently Asked Questions
What can FlowRunner do with Bigin?
FlowRunner agents can run List Records, Get Record, and Create Record in Bigin, plus 14 more actions.
Does connecting Bigin to FlowRunner require OAuth?
Yes. Bigin connects to FlowRunner with OAuth 2.0, so agents authenticate without handling raw credentials.
Can Bigin trigger a FlowRunner workflow automatically?
Bigin doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger.
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