Integrate Bigin by Zoho CRM with Zoho WorkDrive
Send information between Bigin by Zoho CRM and Zoho WorkDrive automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Update the share permission for the specified file or folder in Zoho WorkDrive when a new contact is created in Bigin by Zoho CRM
Integrate Bigin by Zoho CRM with Zoho WorkDrive using Zoho Flow. Whenever a new contact is created in Bigin by Zoho CRM, Zoho Flow automatically updates the share permission for the specified file or folder in Zoho WorkDrive. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new contact is created in Bigin by Zoho CRM.
- Zoho Flow updates the share permission for the specified file or folder in Zoho WorkDrive.
Update the share permission for the specified file or folder in Zoho WorkDrive when a new contact is created in Bigin by Zoho CRM
Bigin by Zoho CRM + Zoho WorkDrive
Fetch the details of an existing data template in Zoho WorkDrive when a new contact is created in Bigin by Zoho CRM
Integrate Bigin by Zoho CRM with Zoho WorkDrive using Zoho Flow. Whenever a new contact is created in Bigin by Zoho CRM, Zoho Flow automatically fetches the details of an existing data template in Zoho WorkDrive. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new contact is created in Bigin by Zoho CRM.
- Zoho Flow fetches the details of an existing data template in Zoho WorkDrive.
Fetch the details of an existing data template in Zoho WorkDrive when a new contact is created in Bigin by Zoho CRM
Bigin by Zoho CRM + Zoho WorkDrive
Create a new folder in the selected path in Zoho WorkDrive when a new contact is created in Bigin by Zoho CRM
Integrate Bigin by Zoho CRM with Zoho WorkDrive using Zoho Flow. Whenever a new contact is created in Bigin by Zoho CRM, Zoho Flow automatically creates a new folder in the selected path in Zoho WorkDrive. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new contact is created in Bigin by Zoho CRM.
- Zoho Flow creates a new folder in the selected path in Zoho WorkDrive.
Create a new folder in the selected path in Zoho WorkDrive when a new contact is created in Bigin by Zoho CRM
Bigin by Zoho CRM + Zoho WorkDrive
Add a new label to the specified resource in Zoho WorkDrive when a new contact is created in Bigin by Zoho CRM
Integrate Bigin by Zoho CRM with Zoho WorkDrive using Zoho Flow. Whenever a new contact is created in Bigin by Zoho CRM, Zoho Flow automatically adds a new label to the specified resource in Zoho WorkDrive. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new contact is created in Bigin by Zoho CRM.
- Zoho Flow adds a new label to the specified resource in Zoho WorkDrive.
Add a new label to the specified resource in Zoho WorkDrive when a new contact is created in Bigin by Zoho CRM
Bigin by Zoho CRM + Zoho WorkDrive
Build your own integrations between Bigin by Zoho CRM and Zoho WorkDrive
Connect Bigin by Zoho CRM and Zoho WorkDrive with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Bigin by Zoho CRM and Zoho WorkDrive using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Product created
Triggers when a new product is created
Pipeline record created or updated
Triggers when a new pipeline record is created or updated
Pipeline record created
Triggers when a new pipeline record is created
Company updated
Triggers when any detail of an existing company is updated
Pipeline record stage updated to closed
Triggers when an existing pipeline record stage is updated to closed, won, or lost.
Pipeline record probability updated
Triggers when the probability of an existing pipeline record is updated
Product updated
Triggers when any detail of an existing product is updated
Call updated
Triggers when any detail of an existing call is updated
Contact updated
Triggers when any detail of an existing contact is updated
Pipeline record stage updated
Triggers when the details of a pipeline record stage is updated
Event created
Triggers when a new event is created
Event updated
Triggers when any detail of an existing event is updated
Pipeline record updated
Triggers when the details of an existing pipeline record are updated
Note added
Triggers when a new note is added
Task updated
Triggers when any detail of an existing task is updated
Task created
Triggers when a new task is created
Company created
Triggers when a new company is created
Contact created or updated
Triggers when a new contact is created or updated
User added
Triggers when a new user is added
Call created
Triggers when a new call is created
Contact created
Triggers when a new contact is created
Folder moved
Triggers when a folder is moved
File downloaded
Triggers when a file is downloaded
Folder downloaded
Triggers when a folder is downloaded
File moved
Triggers when a file is moved from a folder
File updated
Triggers when the details of an existing file are updated
Folder event occurred
Triggers when a new folder event has occurred
File created
Triggers when a new file is created
Team folder created
Triggers when a new team folder is created
File renamed
Triggers when a file is renamed
File event occurred
Triggers when a new file event has occurred
Folder created
Triggers when a new folder is created
Folder renamed
Triggers when a folder is renamed
All Actions - Actions are the automated tasks
Create or update product
Creates a new product or updates the details of an existing product
Create or update pipeline record
Creates a new pipeline record or updates the details of the pipeline record if it already exists
Create or update company
Creates a new company or updates the details of the company if it already exists
Create call
Creates a new call
Create tag
Creates a new tag in the selected module
Create task
Creates a new task
Send email
Sends an email to the specified contact
Remove tag from record
Removes an existing tag from the specified record
Create or update contact
Creates a new contact or updates the details of an existing contact
Create user
Creates a new user
Add tag to record
Adds a tag to the specified record
Create event
Creates a new event
Add note
Adds a note to the selected module
Update event
Updates the details of an existing event
Update task
Updates the details of an existing task
Update user
Updates the existing user
Update pipeline record
Updates the details of an existing pipeline record
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Add product to pipeline record
Adds a product to the selected pipeline record
Update call
Updates the details of an existing call
Update product
Updates the details of an existing product
Fetch company
Fetches the details of an existing company by name or ID
Fetch event
Fetches the details of an existing event by title or ID
Fetch product
Fetches the details of an existing product by ID, name, or code
Fetch pipeline record
Fetches the details of an existing pipeline record by its name or ID
Fetch contact
Fetches the details of an existing contact by email address, name, or ID.
Fetch user
Fetches the details of an existing user by email address or ID
Fetch task
Fetches the details of an existing task by name or ID
Fetch call
Fetches the details of an existing call by its ID or the contact ID
Create folder
Creates a new folder in the selected path
Create blank file
Creates a file in the specified folder
Move file or folder to trash
Moves the specified file or folder to trash
Share file or folder
Shares a file or folder within your organization or external users
Fetch or create folder
Fetches the details of an existing folder. If the folder does not exist, a new folder is created.
Create collection link
Creates a new collection link
Create external share link
Creates a customized external share link
Create team folder
Creates a new team folder
Associate data template
Associates an existing data template with the selected file
Create comment
Creates a new comment in the specified file
Add member to team folder
Adds a member to the specified team folder
Add label
Adds a new label to the specified resource
Create embed code
Creates an embed code for the specified file or folder
Create download link
Creates a customized download link for the specified file or folder
Add group to team folder
Adds a group to the specified team folder
Update file or folder share permission
Updates the share permission for the specified file or folder
Copy file or folder
Creates a copy of the specified file or folder
Rename file or folder
Renames the specified file or folder
Unfollow file or folder
Unfollows the specified file or folder
Move file or folder
Moves the specified file or folder
Follow file or folder
Follows the specified file or folder for new updates
Update external share link
Updates the customized external share link
Fetch file - By keyword
Fetches the details of a file by keyword in the name or content
Fetch file or folder by ID
Fetches the details of an existing file or folder by ID
Fetch data template
Fetches the details of an existing data template
Fetch file - By name
Fetches the details of a file by name
Fetch folder
Fetches the details of a folder by name
Remove share link
Removes the specified share link
Remove label
Removes an existing label from the specified resource
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >We are very pleased with Zoho, especially Zoho Flow. Zoho Flow has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.
Mattias Johansson
CEO, Syncify
Zoho Flow and Zoho's suite of products have helped us increase our efficiency by at least 50%. Thank you, Zoho, for such a wonderful software ecosystem.
Sanjay Batra
CEO, Infinite Solutions
With Zoho Flow as our integration engine, our productivity has increased at least five times. In some departments, it’s closer to ten.
David Mallo
CTO, Innoliving
