Zoho Bigin
Zoho Bigin is a simplified CRM solution from Zoho tailored for small businesses, focusing on pipeline tracking and relationship management
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Reads on its own29
Agents use these right away.
- Create Bulk Read JobTool to create a bulk read job for exporting large amounts of data asynchronously.
- Download AttachmentTool to download an attachment from a record.
- Download Bulk Read ResultTool to download the bulk read job result in ZIP format (containing CSV or ICS export).
- Download Record PhotoDownload the profile photo for a specific Contacts, Accounts, or Products record by its record ID.
- Get All NotesTool to retrieve the list of notes associated with records.
- Get AttachmentsTool to retrieve attachments for a record.
- Get Custom ViewsTool to retrieve the list of custom views available for a module.
- Get Deleted RecordsTool to get a list of deleted records in a module.
- Get FieldsTool to retrieve field metadata for a Bigin module.
- Get Module MetadataTool to retrieve metadata of a specific module by its API name.
- Get ModulesTool to retrieve a list of all modules.
- Get OrganizationTool to retrieve organization details including name, ID, currency, time zone, and other settings.
- Get ProfilesTool to retrieve the list of available profiles and their properties in an organization.
- Get RecordTool to retrieve details of a specific record in a module using the record ID.
- Get Record NotesRetrieves notes associated with a specific module record, using a required selection of fields and optional pagination.
- Get RecordsTool to retrieve records from a Bigin module.
- Get Records CountTool to get the count of records in a Bigin module.
- Get Related Lists MetadataTool to retrieve the list of related lists metadata for a module.
- Get Related RecordsTool to retrieve related records associated with a specific record in a module.
- Get RolesRetrieve the available roles and their properties in an organization, including role hierarchy and peer-sharing settings.
- Get Team Pipeline RecordsRetrieve deals or records from a specific Zoho Bigin team pipeline, with field selection, sorting, and pagination.
- Get UserTool to retrieve details of a specific user using the user identification.
- Get UsersTool to retrieve the list of users in the organization.
- Search RecordsTool to search for records in a Bigin module using various criteria.
- Get Bulk Read Job StatusRetrieve the details and status of an earlier bulk read job, including the download URL and result metadata when available after completion.
- Get Custom ViewTool to get the metadata of a specific custom view configured in a module.
- Get LayoutTool to retrieve details of a specific layout by layout ID.
- Get LayoutsTool to retrieve the list of layouts available for a module.
- Get Notification DetailsTool to retrieve information about enabled notifications.
Asks someone first25
Anything that sends, creates, changes or deletes waits for a person to approve it in the session’s chat.
- Add RecordsTool to add new records to a module.
- Add Tags to RecordsAdd tags to a specific record in a module to categorize or label it.
- Create Record NotesTool to create new notes for a specific record.
- Create TagsTool to create tags for a module.
- Delete AttachmentTool to delete an attachment from a record.
- Delete NoteTool to delete a note from a specific record.
- Delete NotesTool to delete multiple notes from Zoho Bigin.
- Delete RecordDelete a specific record from a Zoho Bigin module by its ID.
- Delete Record PhotoTool to delete a profile photo from a record.
- Delete RecordsTool to delete records from a module.
- Delink Related RecordsTool to delete the association between a module record and related list records.
- Update NoteTool to update an existing note for a specific record in a module.
- Update RecordsTool to update existing records in a module.
- Update Related RecordsTool to update related records associated with a specific record in a module.
- Update UserTool to update details of an existing user by user ID.
- Upload AttachmentTool to upload an attachment to a record.
- Upload Record PhotoTool to upload a photo/image to a specific record (e.g., contact photo).
- Upsert RecordsInsert or update Contacts, Accounts, or Products records based on unique field values.
- Create NotesTool to create notes and associate them with records in Zoho Bigin.
- Disable NotificationsTool to disable instant notifications for one or more channels.
- Enable NotificationsTool to enable instant webhook notifications for module events in Bigin.
- Update Notification DetailsTool to update notification channel details in Zoho Bigin.
- Update Notification InfoTool to update specific notification information without losing existing data.
- Update UsersTool to update details of multiple users in an organization.
- Upload Organization PhotoTool to upload or update the brand logo or image for the current organization.