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 31–54 of 54 actions

Get Organization

ZOHO_BIGIN_GET_ORGANIZATION

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.

Untrusted display-only summary

Get Profiles

ZOHO_BIGIN_GET_PROFILES

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.

Untrusted display-only summary

Get Record

ZOHO_BIGIN_GET_RECORD

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.

Untrusted display-only summary

Get Record Notes

ZOHO_BIGIN_GET_RECORD_NOTES

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.

Untrusted display-only summary

Get Records

ZOHO_BIGIN_GET_RECORDS

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.

Untrusted display-only summary

Get Records Count

ZOHO_BIGIN_GET_RECORDS_COUNT

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.

Untrusted display-only summary

Get Related Lists Metadata

ZOHO_BIGIN_GET_RELATED_LISTS_METADATA

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.

Untrusted display-only summary

Get Related Records

ZOHO_BIGIN_GET_RELATED_RECORDS

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.

Untrusted display-only summary

Get Roles

ZOHO_BIGIN_GET_ROLES

Tool to retrieve the list of available roles and their properties in an organization. Use when you need to discover role hierarchy and permissions.

Untrusted display-only summary

Get Team Pipeline Records

ZOHO_BIGIN_GET_TEAM_PIPELINE_RECORDS

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.

Untrusted display-only summary

Get User

ZOHO_BIGIN_GET_USER

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.

Untrusted display-only summary

Get Users

ZOHO_BIGIN_GET_USERS

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.).

Untrusted display-only summary

Search Records

ZOHO_BIGIN_SEARCH_RECORDS

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.

Untrusted display-only summary

Update Note

ZOHO_BIGIN_UPDATE_NOTE

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.

Untrusted display-only summary

Update Notification Details

ZOHO_BIGIN_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.

Untrusted display-only summary

Update Notification Info

ZOHO_BIGIN_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.

Untrusted display-only summary

Update Records

ZOHO_BIGIN_UPDATE_RECORDS

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.

Untrusted display-only summary

Update Related Records

ZOHO_BIGIN_UPDATE_RELATED_RECORDS

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.

Untrusted display-only summary

Update User

ZOHO_BIGIN_UPDATE_USER

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.

Untrusted display-only summary

Update Users

ZOHO_BIGIN_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.

Untrusted display-only summary

Upload Attachment

ZOHO_BIGIN_UPLOAD_ATTACHMENT

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.

Untrusted display-only summary

Upload Organization Photo

ZOHO_BIGIN_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.

Untrusted display-only summary

Upload Record Photo

ZOHO_BIGIN_UPLOAD_RECORD_PHOTO

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.

Untrusted display-only summary

Upsert Records

ZOHO_BIGIN_UPSERT_RECORDS

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.

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.