Select Bigin in workflow
Pick Bigin app in the workflow builder [4] - just one click to select the app.
Triggers can detect changes in Bigin and run actions that can create, search or modify data inside Bigin automatically [3] — exactly how you set them.
3 simple steps to make your Bigin connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
Pick Bigin app in the workflow builder [4] - just one click to select the app.
When prompted, authorize access to Bigin in WEXTL once. Bigin credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Bigin account. Approve?
Build your workflow with Bigin yourself or with WEXTL® AI Builder. Connect Bigin to any available integrations [5], or use HTTP node to go beyond them.
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Bigin app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Bigin supports.
The following table illustrates what fields Bigin integration require during authorization flow inside our workflow builder [4].
Demonstration of Bigin connection step inside WEXTL Workflow Builder [4].
| Field | Type | Help |
|---|---|---|
Data CenterRequired | select | The Zoho data center your account is in. It matches the domain you sign in at, for example bigin.zoho.eu for Europe. |
Client IDRequired | text | From the Zoho API Console (api-console.zoho.com, or api-console.zoho.com.cn for China): create a Server-based Application and add the redirect URL shown on this screen. Zoho keeps at most 20 connections per Zoho user for one client; connecting more removes the oldest. |
Client SecretRequired | password | If you turned on multi-DC support in the Zoho API Console, use the client secret for the data center you picked above. |
Enter a name of the other app you want to sync with Bigin below. Click on selected app to explore integration options with Bigin. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Select Watch Deleted Records trigger from Bigin - this will be a starting point in your automation. Whenever event happens in Bigin, workflow will start [7] from Watch Deleted Records node.
Search for Add Tags to a Record, connect it as the next step of integration sequence. You can use filters between Watch Deleted Records and Add Tags to a Record, so only important data pass from Watch Deleted Records to the next step. WEXTL gives you full control over the process of Bigin automation. All parts of workflow are visible on the canvas [4].
Bigin on WEXTL has 81 modules for combining crm automations. Explore Bigin documentation for more.
Demonstration of how visual Bigin automation [6] looks in WEXTL.
Common questions about automating Bigin in your workflows.
List of sources used to gather information about the Bigin integration.