crm

Add Zoho Bigin to your AI agent

Zoho Bigin is a simplified CRM solution from Zoho tailored for small businesses, focusing on pipeline tracking and relationship management

Things your agent can do in Zoho Bigin
54

Things your AI can do in Zoho Bigin

Your FormWise AI can handle any of these in Zoho Bigin — on its own, without you needing to click a button.

  • Add Records

    Popular

    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

  • Add Tags to Records

    Popular

    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

    Popular

    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.

  • Create Record Notes

    Popular

    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

    Popular

    Tool to create tags for a module. Use when you need to add new tags to a specific module in Zoho Bigin.

  • Delete Attachment

    Popular

    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

    Popular

    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

    Popular

    Tool to delete multiple notes from Zoho Bigin. Use when removing notes after confirming their IDs.

  • Delete Record

    Popular

    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

    Popular

    Tool to delete a profile photo from a record. Use when you need to remove the photo associated with a specific record.

  • Delete Records

    Popular

    Tool to delete records from a module. Use when removing one or multiple records after confirming their IDs.

  • Delink Related Records

    Popular

    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.

Show 42 more things it can do
  • Download Attachment

    Popular

    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

    Popular

    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 check.

  • Download Record Photo

    Popular

    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.

  • Get All Notes

    Popular

    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

    Popular

    Tool to retrieve attachments for a record. Use when you need a paginated list of attachments for a given module record.

  • Get Custom Views

    Popular

    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

    Popular

    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

    Popular

    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 Module Metadata

    Popular

    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

    Popular

    Tool to retrieve a list of all modules. Use when you need to discover which modules are available in Bigin.

  • Get Organization

    Popular

    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

    Popular

    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

    Popular

    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

    Popular

    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

    Popular

    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 under result['data']['data']; check result['data']['info']['more_records'] to detect additional pages.

  • Get Records Count

    Popular

    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

    Popular

    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

    Popular

    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

    Popular

    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

    Popular

    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.

  • Get User

    Popular

    Tool to retrieve details of a specific user using the user identification. Use when you need to get complete information about a single user by their ID.

  • Get Users

    Popular

    Tool to retrieve the list of users in the organization. Use when you need to get user information with filtering by type (ActiveUsers, DeactiveUsers, AdminUsers, etc.).

  • Search Records

    Popular

    Tool to search for records in a Bigin module using various criteria. Use when you need to find records by keyword, email, phone, or custom criteria with specific field comparators.

  • Update Note

    Popular

    Tool to update an existing note for a specific record in a module. Use when you need to modify the title or content of a note after confirming the module name, record ID, and note ID.

  • Update Records

    Popular

    Tool to update existing records in a module. Use when you need to modify one or multiple records after confirming their IDs and field API names. Supports up to 100 records per call; specify an optional trigger to control workflow execution.

  • Update Related Records

    Popular

    Tool to update related records associated with a specific record in a module. Use when you need to modify existing relationships such as updating notes, products, or activities linked to a contact or account. Max 100 records per call.

  • Update User

    Popular

    Tool to update details of an existing user by user ID. Use when you need to modify user information such as phone, date of birth, time format, role, or status. Cannot update deactivated users.

  • Upload Attachment

    Popular

    Tool to upload an attachment to a record. Use when you need to attach a file or specify a public URL for upload to a Bigin record. Ensure module_api_name and record_id are correct before calling.

  • Upload Record Photo

    Popular

    Tool to upload a photo/image to a specific record (e.g., contact photo). Use when you need to attach a profile picture or image to a Bigin record.

  • Upsert Records

    Popular

    Tool to insert or update records in a module based on unique field values. Use when you need to sync data without checking if records exist first. Updates existing records if duplicates are found, otherwise inserts new records.

  • 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 name.

  • 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.

  • 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 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 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 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.

  • Update Notification Details

    Tool to update notification channel details in Zoho Bigin. Use when you need to modify notification URLs, events, tokens, or expiry times for existing channels. Supports up to 100 channels per call.

  • Update Notification Info

    Tool to update specific notification information without losing existing data. Use when you need to modify notification channel settings such as events, expiry, token, or webhook URL.

  • Update Users

    Tool to update details of multiple users in an organization. Use when you need to modify user information such as phone, date of birth, time format, role, or status. Cannot update deactivated users. Maximum 100 users per request.

  • Upload Organization Photo

    Tool to upload or update the brand logo or image for the current organization. Use when you need to set or change the organization's photo/logo in Zoho Bigin.

Built for the way you actually work

No code, no engineers

Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.

Sounds like you, not like a bot

Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.

Plugs into the stack you already use

No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.

Your data stays yours

Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.

What you can do once Zoho Bigin is connected

Onboard new clients without lifting a finger

When someone signs up, your AI greets them, sets up their next step in Zoho Bigin, and keeps the momentum going — even at 2am.

Reply to leads in seconds, not days

Your AI watches Zoho Bigin for new inquiries, answers questions in your voice, and books the call before they cool off.

Get your weekends back

Hand off the repetitive Zoho Bigin work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.

How to connect Zoho Bigin to your agent

  1. 1

    Start using FormWise for free

    Sign up in under a minute.

  2. 2

    Find Zoho Bigin in your connected apps

    Inside FormWise, go to Settings → Connected Services and look for Zoho Bigin.

  3. 3

    Hit "Connect"

    Click "Connect Zoho Bigin" and log in like you normally would. We only ask for the permissions your AI actually needs.

  4. 4

    Tell your AI what to do in Zoho Bigin

    Build a quick AI Agent (it's like writing instructions, not code), and pick the Zoho Bigin actions you want your AI to handle.

  5. 5

    Watch it run

    Send it a real-world task and watch your AI take care of Zoho Bigin for you. Tweak the wording until it feels just right.

Powered by the AI you already trust

Your Zoho Bigin workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.

  • OpenAI
  • Anthropic Claude
  • Google Gemini

Questions other Zoho Bigin users had before signing up

Do I need to know how to code?

Not even a little. If you can use Zoho Bigin today, you can set this up. You'll connect Zoho Bigin, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.

Will my clients know they're talking to an AI?

Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.

Can I make it sound like me?

Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.

What if I want to take over a conversation?

You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.

Is my client data safe?

Yes. Your Zoho Bigin login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Zoho Bigin or delete everything any time.

What happens when Zoho Bigin updates their app?

We handle it. When Zoho Bigin adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.

How fast can I actually get this running?

Most people are up and running the same day they sign up. Connecting Zoho Bigin takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.

What is FormWise?

FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Zoho Bigin — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.

Can I sell AI agents to my clients?

Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.

Can I embed my AI on my website or in my course?

Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.

Do I need to know anything about AI to use this?

No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.

About Zoho Bigin on FormWise

Zoho Bigin is a simplified CRM solution from Zoho tailored for small businesses, focusing on pipeline tracking and relationship management

Connect Zoho Bigin once and your FormWise AI gets 54 things it can do inside it. That means your AI can handle the Zoho Bigin work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.

You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.

New to Zoho Bigin? Take a look at www.bigin.com.

Stop doing the Zoho Bigin work yourself

Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.