All integrations
Catalogue metadata onlycrmv20260819_00

ZOHO_BIGIN

Zoho Bigin

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

Description is untrusted, display-only upstream metadata. It never becomes policy, OAuth scope authority, or an agent instruction.

Pakkawork boundary

Research catalogue metadata only. No Pakkawork OAuth, credential, host, quota, executor, or verifier is enabled.

No Pakkawork execution adapter is enabled. Hosted account-authorisation availability is workspace-specific and checked separately in the dashboard.Check workspace connection options
Attributed source

54

Action summaries

Display-only definitions

0

Trigger types

Not installed instances

1

Auth modes

Field names, never values

No

Execution

No runtime adapter

Authentication map

What setup is declared?

Only field names, types, and required markers are shown. Secret values, default auth URLs, credential material, and inferred OAuth scopes are excluded.
OAUTH2 · managed upstream

OAUTH2

oauth2

Upstream managed

Developer setup

  • Client idclient_id · stringRequired
  • Client secretclient_secret · stringRequired
  • Redirect URIoauth_redirect_uri · stringOptional
  • Scopesscopes · stringOptional

User connection

  • Regionsuffix.one · stringRequired

Capability index

Actions and trigger definitions

Static summaries are available. Live schemas remain disabled until PROVIDER_HUB_API_KEY is configured server-side.

Showing 1–30 of 54 actions

Add Records

ZOHO_BIGIN_ADD_RECORDS

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…

Untrusted display-only summary

Add Tags to Records

ZOHO_BIGIN_ADD_TAGS_TO_RECORDS

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.

Untrusted display-only summary

Create Bulk Read Job

ZOHO_BIGIN_CREATE_BULK_READ_JOB

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.

Untrusted display-only summary

Create Notes

ZOHO_BIGIN_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.

Untrusted display-only summary

Create Record Notes

ZOHO_BIGIN_CREATE_RECORD_NOTES

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.

Untrusted display-only summary

Create Tags

ZOHO_BIGIN_CREATE_TAGS

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

Untrusted display-only summary

Delete Attachment

ZOHO_BIGIN_DELETE_ATTACHMENT

Tool to delete an attachment from a record. Use when you need to remove a file after confirming its record_id and attachment_id.

Untrusted display-only summary

Delete Note

ZOHO_BIGIN_DELETE_NOTE

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.

Untrusted display-only summary

Delete Notes

ZOHO_BIGIN_DELETE_NOTES

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

Untrusted display-only summary

Delete Record

ZOHO_BIGIN_DELETE_RECORD

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.

Untrusted display-only summary

Delete Record Photo

ZOHO_BIGIN_DELETE_RECORD_PHOTO

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

Untrusted display-only summary

Delete Records

ZOHO_BIGIN_DELETE_RECORDS

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

Untrusted display-only summary

Delink Related Records

ZOHO_BIGIN_DELINK_RELATED_RECORDS

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.

Untrusted display-only summary

Disable Notifications

ZOHO_BIGIN_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.

Untrusted display-only summary

Download Attachment

ZOHO_BIGIN_DOWNLOAD_ATTACHMENT

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.

Untrusted display-only summary

Download Bulk Read Result

ZOHO_BIGIN_DOWNLOAD_BULK_READ_RESULT

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.

Untrusted display-only summary

Download Record Photo

ZOHO_BIGIN_DOWNLOAD_RECORD_PHOTO

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.

Untrusted display-only summary

Enable Notifications

ZOHO_BIGIN_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.).

Untrusted display-only summary

Get All Notes

ZOHO_BIGIN_GET_ALL_NOTES

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.

Untrusted display-only summary

Get Attachments

ZOHO_BIGIN_GET_ATTACHMENTS

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

Untrusted display-only summary

Get Bulk Read Job Status

ZOHO_BIGIN_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.

Untrusted display-only summary

Get Custom View

ZOHO_BIGIN_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.

Untrusted display-only summary

Get Custom Views

ZOHO_BIGIN_GET_CUSTOM_VIEWS

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.

Untrusted display-only summary

Get Deleted Records

ZOHO_BIGIN_GET_DELETED_RECORDS

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).

Untrusted display-only summary

Get Fields

ZOHO_BIGIN_GET_FIELDS

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.

Untrusted display-only summary

Get Layout

ZOHO_BIGIN_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.

Untrusted display-only summary

Get Layouts

ZOHO_BIGIN_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.

Untrusted display-only summary

Get Module Metadata

ZOHO_BIGIN_GET_MODULE_METADATA

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.

Untrusted display-only summary

Get Modules

ZOHO_BIGIN_GET_MODULES

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

Untrusted display-only summary

Get Notification Details

ZOHO_BIGIN_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.

Untrusted display-only summary

Provenance

Versioned facts, explicit trust.

The detail snapshot comes from an attributed MIT-licensed repository revision. Safe local icons use exact-match CC0 Simple Icons symbols; unmatched brands use monograms.

Repository
https://github.com/provider-directoryHQ/provider-directory
Commit
85e33f6a81dfe987f6fc3637d48d45052cea8ca5
Generated
2026-09-12
Trust policy
untrusted_display_only

Remote text is plain display metadata only. It must never become an agent prompt, execution policy, OAuth grant, or executable instruction.