Zoho Bigin is a simplified CRM solution from Zoho tailored for small businesses, focusing on pipeline tracking and relationship management
Zoho Bigin is a simplified CRM solution from Zoho tailored for small businesses, focusing on pipeline tracking and relationship management On Nagent, Zoho Bigin is exposed as a fully-configurable crm integration that any agent can call — 54 actions, and OAuth authentication. No code is required to wire Zoho Bigin into your workflow — connect it once via the External Integrations panel and reuse it across every agent you build.
Agent builders use Zoho Bigin to automate the kinds of tasks crm teams previously handled manually. Concrete examples — each one is a single agent step in Nagent — include:
Every action and trigger is paired with a structured input/output schema (visible in the sections below), so when you wire Zoho Bigin into Helix — our agentic agent builder — the editor knows exactly what each step expects and produces. Configure once, deploy anywhere across your Nagent agents.
Every operation an agent can call against Zoho Bigin, with input parameters and output schema. Drop these into any step of an agent built in Helix.
ZOHO_BIGIN_ADD_RECORDSTool 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
Input parameters
List of JSON objects to insert. Each object maps Field API names to values. Max 100 records per call. Module-specific mandatory fields: Tasks requires 'Subject'; Events requires 'Event_Title', 'Start_DateTime', 'End_DateTime'; Calls requires 'Subject', 'Call_Type' (Outbound/Inbound/Missed), 'Call_Start_Time', 'Call_Duration'; Contacts requires 'Last_Name'; Other modules may have their own requirements (use Get Fields action to discover).
Array of workflow triggers. Default \['workflow'\] executes workflows; use \[\] to skip workflows.
The API name of the module to insert into. Allowed: Contacts, Pipelines, Accounts, Products, Tasks, Events, Calls
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_ADD_TAGS_TO_RECORDSTool to add tags to a specific record in a module. Use when you need to categorize or label a record after creation or update.
Input parameters
List of tag objects to add to the record
Unique identifier of the record to which tags will be added
Whether to overwrite existing tags (default: false)
API name of the module where record resides
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_CREATE_BULK_READ_JOBTool 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.
Input parameters
Query configuration specifying the module and optional filters for the bulk export.
Callback configuration for job completion notification.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_CREATE_NOTESTool 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.
Input parameters
Array of note objects to create. Each note must specify content, parent record, and module.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_CREATE_RECORD_NOTESTool 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.
Input parameters
List of note objects to create. Each note must have Note_Content; Note_Title is optional.
Unique identifier of the record to add notes to.
API name of the module. Must be one of: Contacts, Pipelines, Accounts, Products, Tasks, Events, Calls.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_CREATE_TAGSTool to create tags for a module. Use when you need to add new tags to a specific module in Zoho Bigin.
Input parameters
List of tags to create
API name of the module where tags will be added
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_DELETE_ATTACHMENTTool to delete an attachment from a record. Use when you need to remove a file after confirming its record_id and attachment_id.
Input parameters
Unique ID of the record from which to delete the attachment.
Unique ID of the attachment to be deleted.
API name of the module. Must be one of: Contacts, Pipelines, Accounts, Products, Tasks, Events, Notes.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_DELETE_NOTETool to delete a note from a specific record. Use when you need to remove a note after confirming its record_id and note_id.
Input parameters
Unique ID of the note to be deleted.
Unique ID of the record from which to delete the note.
API name of the module. Must be one of: Contacts, Accounts, Products, Tasks, Events, Calls, Pipelines.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_DELETE_NOTESTool to delete multiple notes from Zoho Bigin. Use when removing notes after confirming their IDs.
Input parameters
Comma-separated note IDs to delete. Example: 410405000002264040,410405000002264025
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_DELETE_RECORDTool 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.
Input parameters
Unique identifier of the record to delete
Whether to trigger workflow rules upon deletion. Defaults to true
API name of the module to delete the record from
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_DELETE_RECORD_PHOTOTool to delete a profile photo from a record. Use when you need to remove the photo associated with a specific record.
Input parameters
Unique ID of the record whose profile photo needs to be deleted.
API name of the module. Must be one of: Contacts, Pipelines, Accounts, Products, Tasks, Events, Calls.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_DELETE_RECORDSTool to delete records from a module. Use when removing one or multiple records after confirming their IDs.
Input parameters
List of record IDs to delete
Whether to trigger workflow rules upon deletion
API name of the module to delete records from
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_DELINK_RELATED_RECORDSTool 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.
Input parameters
Comma-separated list of related record IDs to delink (for multiple records). Maximum 100 records per request. Cannot be used with related_record_id parameter.
Unique ID of the parent record from which to delink related records
API name of the parent module containing the record
ID of a specific related record to delink. Use this for single record delink. Cannot be used with ids parameter.
API name of the related list (e.g., Products, Contacts, Notes, Activities)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_DISABLE_NOTIFICATIONSTool to disable instant notifications for one or more channels. Use when you need to stop receiving notifications for specific channels that were previously enabled.
Input parameters
Comma-separated list of unique notification channel IDs to be disabled. Example: 1000000068001,1000000068003
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_DOWNLOAD_ATTACHMENTTool 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.
Input parameters
The unique identifier of the record from which to download the attachment.
The unique identifier of the attachment to download.
The API name of the module containing the record. One of: Contacts, Pipelines, Accounts, Products, Tasks, Events, Notes.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_DOWNLOAD_BULK_READ_RESULTTool 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.
Input parameters
The unique identification of bulk read job, which is obtained from the response of the Create Bulk Read Job API.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_DOWNLOAD_RECORD_PHOTOTool 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.
Input parameters
The unique identifier of the record whose profile photo needs to be downloaded.
The API name of the module containing the record. One of: Contacts, Accounts (Companies), Products.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_ENABLE_NOTIFICATIONSTool 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.).
Input parameters
Array of notification configurations to enable. Maximum 100 channels can be configured per request
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_GET_ALL_NOTESTool to retrieve the list of notes associated with records. Use when you need to fetch notes with pagination support. Maximum 200 records per call.
Input parameters
Page index for pagination. Defaults to 1.
Comma-separated list of up to 50 field API names to retrieve (e.g., Note_Title,Note_Content,Parent_Id).
Number of records per page. Defaults to 200, max 200.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_GET_ATTACHMENTSTool to retrieve attachments for a record. Use when you need a paginated list of attachments for a given module record.
Input parameters
Page number for pagination, must be >=1. Default is 1.
Comma-separated field API names to include in response. Up to 50 fields (e.g., File_Name,$file_id,Size,Parent_Id).
Records per page, must be >=1. Default is 200.
Unique identifier of the record.
API name of the module.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_GET_BULK_READ_JOB_STATUSTool 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.
Input parameters
The unique identification of bulk read job, which is obtained from the response of the Create Bulk Read Job API
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_GET_CUSTOM_VIEWTool 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.
Input parameters
API name of the module (e.g., Contacts, Deals, Companies, Pipelines).
The unique ID of the custom view to retrieve metadata for.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_GET_CUSTOM_VIEWSTool 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.
Input parameters
The API name of the module to retrieve custom views for.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_GET_DELETED_RECORDSTool 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).
Input parameters
Page number for pagination (starts at 1).
Type of deleted records to retrieve: all (default), recycle (in bin ≤60 days), permanent (deleted ≤120 days).
Number of records per page (max 200).
API name of the module to retrieve deleted records from.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_GET_FIELDSTool 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.
Input parameters
API name of the module to retrieve field metadata for.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_GET_LAYOUTTool 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.
Input parameters
The API name of the module for which to retrieve layout details.
The unique ID of the layout to retrieve.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_GET_LAYOUTSTool 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.
Input parameters
The API name of the module for which to retrieve layout metadata.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_GET_MODULE_METADATATool 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.
Input parameters
API name of the module to retrieve metadata for
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_GET_MODULESTool to retrieve a list of all modules. Use when you need to discover which modules are available in Bigin.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_GET_NOTIFICATION_DETAILSTool to retrieve information about enabled notifications. Use when you need to list notification channels, check their configuration, or verify which modules have active notifications.
Input parameters
Page index for pagination. Defaults to 1.
API name of the module to filter notifications. Only returns notifications for the specified module.
Number of records per page. Defaults to 200, maximum is 200.
Unique identifier of a channel that is set while enabling a notification. Use to filter notifications by specific channel.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_GET_ORGANIZATIONTool to retrieve organization details including name, ID, currency, time zone, and other settings. Use when you need to fetch organization-level configuration and metadata.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_GET_PROFILESTool to retrieve the list of available profiles and their properties in an organization. Use when you need to discover which profiles exist in Bigin.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_GET_RECORDTool 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.
Input parameters
The unique ID of the record to retrieve.
API name of the Bigin module to retrieve the record from.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_GET_RECORD_NOTESTool 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.
Input parameters
Page index for pagination. Default is 1.
Comma-separated field API names to retrieve (max 50 fields). Example: id,Note_Title,Note_Content.
Number of records per page. Default is 200, max 200 per call.
The unique identification of a record in a module.
API name of the module. Supported values: Contacts, Pipelines, Accounts, Products, Tasks, Events, Calls.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_GET_RECORDSTool 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.
Input parameters
Custom view ID to filter by a saved custom view. Cannot be used together with sort_by parameter.
Page index for pagination (1-indexed). Cannot be used with page_token.
Comma-separated list of up to 50 field API names to retrieve. All desired fields including 'id' must be explicitly listed — unlisted fields are absent from results even if populated on the record.
Field API name to sort by. Supported values: 'id', 'Created_Time', 'Modified_Time'. Cannot be used together with cvid parameter.
Filter by approval status: 'true', 'false', or 'both'.
Number of records per page. Max 200.
Token from previous response for beyond-2000 retrieval. Cannot be used with page. Check response info.more_records (bool) to determine if additional pages exist before issuing the next request.
Sort order: 'asc' or 'desc'. Applies when sort_by is provided.
API name of the Bigin module to retrieve records from.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_GET_RECORDS_COUNTTool 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.
Input parameters
Custom view ID to filter the count by a saved custom view. Use Custom Views Metadata API to get available custom view IDs.
API name of the Bigin module to count records in.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_GET_RELATED_LISTS_METADATATool 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.
Input parameters
The API name of the module. Supported values: Contacts, Pipelines, Accounts (for Companies), Products, Tasks, Events, Calls
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_GET_RELATED_RECORDSTool 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.
Input parameters
Page number for pagination. Defaults to 1.
Comma-separated list of field API names to retrieve. Required for most related lists (except Emails).
Number of records per page. Defaults to 200, max 200.
Unique identifier of the record for which to retrieve related records.
API name of the module (e.g., Contacts, Pipelines, Products, Companies).
API name of the related list (e.g., Notes, Activities, Products, Attachments).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_GET_ROLESTool to retrieve the list of available roles and their properties in an organization. Use when you need to discover role hierarchy and permissions.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_GET_TEAM_PIPELINE_RECORDSTool 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.
Input parameters
Page index for pagination. Defaults to 1.
Comma-separated list of field API names to retrieve (max 50 fields).
Field to sort by. Supported values: 'id', 'Created_Time', 'Modified_Time'.
Number of records per page. Defaults to 200, max 200.
Sort order: 'asc' for ascending or 'desc' for descending.
The unique identification of a Team Pipeline.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_GET_USERTool 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.
Input parameters
The unique identification of the user to retrieve.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_GET_USERSTool 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.).
Input parameters
Page number for pagination.
User type filter options for retrieving users.
Number of records per page.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_SEARCH_RECORDSTool 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.
Input parameters
Page number for pagination. Defaults to 1.
Keyword to search across all available fields in the module. Cannot be used with email, phone, or criteria.
Search by email address. Searches through all email fields associated with the module. Cannot be used with word, phone, or criteria.
Search by phone number. Searches through all phone number fields associated with the module. Cannot be used with word, email, or criteria.
Comma-separated list of field API names to retrieve. If not specified, all fields are returned.
Custom search criteria expression with field comparators (e.g., '(Last_Name:equals:Smith)and(Email:contains:example)'). Cannot be used with word, email, or phone.
Number of records per page. Defaults to 200, max 200.
API name of the Bigin module to search records in.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_UPDATE_NOTETool 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.
Input parameters
Unique identifier of the note to update
Unique identifier of the record that contains the note
Updated title for the note
Updated content/body text for the note
API name of the module containing the record with the note. Allowed: Contacts, Pipelines, Accounts, Products, Tasks, Events, Calls
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_UPDATE_NOTIFICATION_DETAILSTool 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.
Input parameters
List of channels to update (max 100 per API call)
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_UPDATE_NOTIFICATION_INFOTool 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.
Input parameters
List of watch configurations to update. Each must include channel_id and optional fields to update
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_UPDATE_RECORDSTool 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.
Input parameters
List of JSON objects to update. Each object must include 'id' and the fields to modify. Max 100 records per call. Invalid or misspelled field API names are silently ignored — the call succeeds but those fields remain unchanged. Verify exact field API names before submitting.
Array of workflow triggers. Default executes workflows; provide \[\] to skip workflow execution.
Optional ID of a single record to update. If omitted, all IDs in `data` will be updated in bulk. If multiple records match search criteria, request user clarification to confirm the correct ID before updating.
API name of the module to update records in. Allowed: Contacts, Pipelines, Accounts, Products, Tasks, Events, Calls
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_UPDATE_RELATED_RECORDSTool 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.
Input parameters
Array of related records to update. Each object must contain 'id' field and any additional fields to modify. Max 100 records per call
Unique identifier of the parent record
API name of the module containing the parent record. Allowed: Contacts, Pipelines, Accounts, Products, Tasks, Events, Calls
API name of the related list (e.g., Notes, Activities, Products). This identifies the type of related records to update
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_UPDATE_USERTool 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.
Input parameters
Date of birth in YYYY-MM-DD format.
Role ID to assign to the user. Must be a valid role identifier in your organization.
Phone number for the user. Should include country code (e.g., +1-202-555-0120).
User status options.
Unique identifier of the user to update. This is a required path parameter.
Preferred time format for the user. Common formats: HH:mm (24-hour) or hh:mm a (12-hour with AM/PM).
Country locale setting for the user (e.g., en_US, en_GB).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_UPDATE_USERSTool 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.
Input parameters
Array of user objects to update. Each object must include the user's ID and the fields to modify. Maximum 100 users per request.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_UPLOAD_ATTACHMENTTool 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.
Input parameters
File to upload as an attachment. Provide either this or attachment_url.
Unique identifier of the record.
Public URL of the attachment to upload. Provide either this or file.
API name of the module to which the attachment should be added.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_UPLOAD_ORGANIZATION_PHOTOTool 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.
Input parameters
The photo file to upload. Maximum size: 1 MB. Maximum resolution: 10 MP. Supported formats: image files (png, jpg, jpeg, gif, etc.).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_UPLOAD_RECORD_PHOTOTool 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.
Input parameters
Photo/image file to upload. Photo must not exceed 10 MB in size or 10 megapixels in resolution.
Unique identifier of the record to upload the photo to.
API name of the module containing the record (e.g., Contacts, Accounts).
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
ZOHO_BIGIN_UPSERT_RECORDSTool 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.
Input parameters
List of JSON objects to upsert. Each object maps Field API names to values. Max 100 records per call.
Array of workflow triggers: 'workflow', 'approval', 'blueprint'. Default executes workflows; provide \[\] to skip workflow execution.
API name of the module to upsert records into. Allowed: Contacts, Accounts, Products. Note: Pipelines, Tasks, Events, and Calls modules may not support upsert operations in all Bigin instances.
Array of field API names to check for duplicates. If a record with matching values exists, it will be updated; otherwise, inserted. Example: \['Email'\] to match by email address.
Output
Data from the action execution
Error if any occurred during the execution of the action
Whether or not the action execution was successful or not
No publicly available marketplace agent is found using this tool yet. There are 76 agents privately built on Nagent that already use Zoho Bigin.
Build on Nagent
Connect Zoho Bigin to any Nagent agent in minutes — no API key management, no boilerplate. Just configure and deploy.
The five questions agent builders ask before adopting a new integration.
Open the External Integrations panel inside Nagent (app.nagent.ai/externalIntegration), find Zoho Bigin, and click "Connect Now." You'll authenticate with OAuth — Nagent handles credential storage and refresh automatically. Once connected, Zoho Bigin is available to any agent in your workspace.
No. Nagent provides no-code integration for every tool. Once Zoho Bigin is connected, you configure its 54 actions directly in the agent builder UI — no API calls, no boilerplate, no schema management.
Helix — Nagent's agentic agent builder — lets you drop Zoho Bigin steps into any workflow visually. Pick an action (e.g., one of those listed above), fill in the inputs (Helix knows the required vs. optional schema for each parameter), and connect it to upstream/downstream steps. Triggers run as the entry point of an agent, so when a Zoho Bigin event fires, the agent kicks off automatically.
Every Zoho Bigin action and trigger ships with a fully-typed schema — input parameters with name, type, required flag, and description, plus the output payload shape. The schemas are documented in the sections above. Helix uses these schemas to validate your configuration at build time and to type-check the data flowing between steps.
Yes. While Zoho Bigin ships with 54 pre-built crm actions, you can layer custom logic around them inside Helix — pre/post-processing steps, conditional branches, retries, or stitching Zoho Bigin together with other connected tools. For deeper customization, talk to our team about Nagent's Agentic AI Lab — forward-deployed engineers who build Zoho Bigin-based workflows tailored to your business.