Trigger actions in third-party apps using Zoho Flow

Trigger actions in third-party apps using Zoho Flow

Greetings,

I hope you're all doing well. We're excited to share an enhancement to Bigin's workflow capabilities. Zoho Flow Actions are now available in Bigin, enabling you to automate tasks across third-party applications directly from your workflow and stage automation rules.

Zoho Flow is a no-code integration platform that connects cloud apps and automates data exchange between them, allowing you to trigger external actions, like sending messages, creating records, or notifying teams—when an automation is triggered in Bigin.

As part of this update, the Workflow and Stage Automation menus are now organized under Setup > Automation > Automation Rules, along with the newly added Zoho Flow Actions.

To support this enhancement, we've refined automation permissions; what was previously a single-grouped permission is now split into clearer, more specific controls.

Permission
Description
Manage Automation
Users have full control over workflows and automation rules.
Manage Flow Connection
Users can edit/delete connections created by other users.
Access Flow Connection
Users can create/use only their own connections; cannot modify others'.
 
If the Manage Flow Connections permission is enabled, Access Flow Connections will be automatically enabled as well. However, you can also choose to enable only Access Flow Connections if needed.


These permissions are enabled by default for Administrator and Standard profiles.

Businesses often rely on multiple applications to manage their sales, communication, invoicing, and support processes. Until now, executing tasks in these external apps required switching tools or setting up custom integrations.

Zoho Flow Actions eliminates these challenges by allowing you to:
  • Perform tasks in third-party apps directly when something happens in Bigin.
  • Build cross-app automations without external connectors or coding.
 
A credit is consumed each time a Zoho Flow action is successfully executed. Every month, you're charged based on the total number of credits used in the previous month.
  • Free credits: Each account starts with 100 free credits every month. You won't be charged for these first 100 credits.
  • Additional credits: Once the free credits are consumed, you'll be billed for any additional credits used. Admins can set a maximum cap on how many additional credits can be consumed per month. 
For example, even if you set your maximum cap to 20,000 credits and you end up using only 10,000, you'll be billed only for those 10,000 credits. You can check your credit usage in the store.

You can purchase up to 500,000 credits. If you require more, you can contact support@bigin.com.
 
Availability:
  • Available only for paid editions of Bigin.
To learn more about Zoho Flow Action, please refer to this help document.

That's all for this enhancement. We sincerely hope you find these improvements useful. Please give them a try and leave your feedback in the comments section below. Watch this space for future announcements.

Thanks and have a good day!
 

    • Recent Topics

    • Pivot Chart seems to show "old" data - how do I make it update?

      I wonder how to make a Pivot Chart "update" its data contents. Here is the background: I need to report a subset of data that is so complicated that it is easier to make a calculation and put the result in a "reporting form", and then display the data from that form.  So, I get data from the "original form" GRANTS, make some calculations and put the result in the "reporting form" PERIOD.  Now I can watch the result in a list called LIST, which works fine. The list LIST shows that form PERIOD contains

    • Upcoming Changes to LinkedIn Parsing in Resume Extractor

      Starting 31 July 2025, the Zoho Recruit Resume Extractor will no longer support direct parsing of candidate data from LinkedIn profiles. Why Is This Change Needed? In accordance with LinkedIn’s platform policies, extracting profile data through browser

    • how to create view in leads module to that will show all leads + converted leads?

      is it possible to make custom view that combine all leads + converted leads? how to do that

    • Avalara Sales Tax integration - AVATAX

      Just wondering if anyone else is having troubles with this integration?  Seems as though Avalara changed their billing process, unbeknownst to Zoho, and now ALL transactions are counted by Avalara, not just transactions in a taxable jurisdiction.  This caused a huge price adjustment billed to us by Avalara within a month of us signing up.  And Avalara is not cheap to begin with! Avalara has been great in waiving that increase, but there seems to be no fix.  Zoho is aware of the problem, but slow

    • Invalid value passed for description

      Dear Sir, When I am entering the purchase bill , the following message showing "Invalid value passed for description" what should I do ? I am attaching screenshot. With Regards, Harish harish@cracku.in 7978841636

    • Zoho Creator - 2024 Release Projection 1

      Hello everyone! As we enter 2024, we'd like to extend our warmest wishes for success and prosperity. Your fantastic response to our Product Roadmap page last year has been incredibly motivating. Continuing on this path, we're excited to share a glimpse

    • Automation Assistance for Zoho Form Integration and Workflow

      Hi, We are currently using a Zoho Form to send out our Global Credit Application and would like to automate the process further. Specifically, we’d like the ABN number submitted through the form to automatically populate the GST/VAT Number field in Zoho

    • COQL does not return queryable value if the result set is empty

      See linked video for running code illustration of the problem: https://workdrive.zohoexternal.com/external/d49bb40033b43b288d56fdf843095b7c65b28391d3ec5d09c854f416d853003d Moderation update: We are appending the comment that was removed, to add context

    • Zoho CRMでの商談の管理のしかたについて初歩的な質問です。

      先月からZoho CRMを試験的に導入して運用しています。 商談の管理（運用？）の仕方について教えてください。 商談の数が増えてくると、ダッシュボードの「ステージ別進捗状況」にどんどん過去の商談が蓄積されてくると思うのですが、 現在動きのあるものを中心に確認したくなる気がします。 そのあたりについては、どのように運用が一般的なのでしょうか？ アドバイスいただけるととてもありがたいです。 よろしくお願いします。

    • Composite Items & Purchase Orders

      The Composite Item is great way to bundle different products and services into a single line and sell it as a single line item in Estimates, Sales Orders and Invoices. However, on the other side - i,e,. Purchasing - this item creates quite a bit of a

    • using custom function is it possible to update the created by field in Zoho Crm custom module

      using custom function is it possible to update the created by field in Zoho Crm custom module

    • Slow Sloww Slowwww Responses

      Good day, Has anyone been experiencing slow responses from support? Since Thursday I migrated my Whats app to Sales Iq and I had to synch with Social to get the otp they were sending. Apparently What's app can't be automatically added so I reached out

    • You have exceeded the maximum number of attempts for this action. Please retry doing the same in 30 minutes.

      When one of Zoho Books user tries to select a vendor, recording a new bill, these message appears: You have exceeded the maximum number of attempts for this action. Please retry doing the same in 30 minutes. Other user, at the same time, but different

    • Enable Conversation Context Retention for SalesIQ Answer Bots

      Hello Zoho SalesIQ Team, We hope you are doing well. We have noticed that SalesIQ bots currently fail to maintain conversation context in Hebrew. For example, when we follow up on a previous answer or ask for clarification in Hebrew, the bot either provides

    • Automatic Hebrew Small Talk Setup Without Duplicate Term Errors & Manual Configuration

      Dear Zoho SalesIQ Team, Greetings, We would like to request an enhancement to the Small Talk feature in Zoho SalesIQ, specifically for Hebrew language support. Current Challenge: When setting up Small Talk for Hebrew, we encounter multiple issues: Simple

    • Trouble fetching custom fields from Zoho Booking

      I'm following the instructions from here : https://help.zoho.com/portal/en/kb/flow/user-guide/app-specific-documentation/articles/zoho-bookings#1_Problem_with_accessing_custom_fields But I can't get this to work. Here is the result of a test booking :

    • Should I Add Leads in Bigin?

      ok, first off I'm new here. I just started using Bigin. I'm debating if it's appropriate to enter leads. by leads I mean a list of contacts that I have not yet reached out to...it's a cold calling list.  if I enter them I can track them (I understand

    • Zoho Books - Perform a validation check before an invoice is marked as sent or sent

      Allow the validation rules to apply to button actions. For example: an invoice could not be sent or marked as sent if it has an empty value in a custom field. (The field could remain blank while it is being worked on.)

    • Flow error "given url is wrong"

      when I setup a flow to update a task status, I get an error when it runs that says "given url is wrong."

    • Bigin Android app update: Email filters enhancement, change owner for related records.

      Hello, everyone! In the most recent Bigin Android app update, we have introduced additional email filters and an option to change the owner of related records. Email filters: We have now brought in support for 'All Emails' and 'Added from Widgets' filter

    • How can I get all conversations and comments of a Zoho Desk ticket using ZOHODESK

      Hi everyone, Currently, I am developing a Zoho Desk extension, and I am following the guide available at https://www.zoho.com/desk/extensions/guide/#ticket-object. While working with Zoho Desk, I have noticed that I can only retrieve the general information

    • AI & Zoho Recruit

      Hello, I guess we all are using AI in our personal and professional lives. Now, let's imagine. Recruitment is just a succession of stages and steps. For which step would you like to see AI implemented into Zoho Recruit ? I'll start : - Automatic translation

    • widget url 404'ing

      I'm creating a widget for the first time. When I grab the url from the base url section of the widget builder and append /widget.html it 404's Just wrote a very basic test. I have a folder structure app.zip - widget.html --js/app.js /widget.html <!DOCTYPE

    • Unable to Edit Pick-List Items in Custom Project Field(s)

      I can edit most fields normally, but if I try to edit - in any way - a Pick List field, I just get this error: To be perfectly clear, I'm trying to edit an existing Pick List field (adding or removing items), not adding a new instance. If I rename it,

    • How to display results from zoho.crm.searchRecords in message window

      Hello, I've created a custom function which is linked to a custom button which pulls a date from our contacts module and searches a date field in our quotes module and returns all records matching the date. My issue is, how to I get this to display the

    • Domain Transfer

      Hello there! I wanted to know if I can transfer my domain from Zoho to other hosting providers or use a different hosting provider instead of zoho's services.

    • Select CRM Custom Module in Zoho Creator

      I have a custom module added in Zoho CRM that I would like to link in Zoho creator.  When I add the Zoho CRM field it does not show the new module.  Is this possible?  Do i need to change something in CRM to make it accesible in Creator?

    • New User - Opening Stock Aging Report

      I am setting up new client and am entering Opening Stock - created items and entered quantity/price details. Now the aging report is showing all the opening stock as new. How do I enter the Purchase Dates of these items so that I get accurate Inventory

    • Bulk Receive Multiple Purchase Orders

      Is there a feature or function that will allow you to bulk receive issued purchase orders? I have about 100 that need to be received from 5 years ago.

    • Manual Invoice

      How to create a Manual invoice, I need to enter Amount directly instead of (qty*Rate). our company is a service sector

    • Merging contacts and or accounts

      Hello, In a prior CRM we were able to merge contacts and or accounts.  We have turned on the function to stop multiple contacts with the same email, so we can prevent multiple contacts from happening, however, we now have multiple contacts that have the

    • Capture Reason for absence next to Campaign Member Status. Is there a reasonable workaround?

      I've reviewed the topics I could find to do with this but still couldn't find anything that satisfies our requirements: We would like to track a *reason* (picklist or text, doesn't matter which) why a Campaign Member (Lead or Contact associated with a

    • Button or Links order

      Is there a way to re-order the buttons or links that are created?

    • 'Pin' notes, so that specific ones are always visible at the top of the 'notes' tab.

      It doesn't appear Bigin has the functionality to 'pin' a note to then have it always show at the top of the notes tab section of a record. Often times we have a large number of records, but key information we may want to have easily visible to all at

    • Request for Subform Support in Zoho CRM Webforms

      Hi Team, I hope you're doing well. I would like to bring to your attention that currently, Zoho CRM Webforms do not support Subforms, which limits our ability to send forms that mirror the actual structure used within Zoho CRM. This feature is extremely

    • Maxima Address on FSM Customer

      Im trying to add probably 50 customers from one company but couldn't make it since it has limit..how do i add the limit?

    • How to Track Inventory Usage from Zoho FSM to Zoho Inventory?

      Hi everyone, We’re currently working on integrating Zoho FSM with Zoho Inventory, and we’ve encountered a challenge we’re hoping the community can help us understand better. Here’s the context: When we create a Work Order in Zoho FSM that involves parts

    • View subform entries without viewing a record in Zoho CRM | Kiosk Studio Session #8

      In a nutshell Have you ever wanted to take a quick peek at a record's subform? Examples might be invoiced items in an invoice, ordered items in a sales order, or purchased items in a purchase order. Let's say you're viewing your list of invoices in Zoho

    • Transforma tu Inventario: Control Inteligente y Funciones Clave en Zoho Inventory (Spanish Webinar)

      ¿Tu empresa necesita mayor trazabilidad y control en almacenes? Conoce cómo gestionar tu inventario con eficiencia y automatización... ¡y descubre las sorpresas que trae Zoho Analytics! Participa en nuestro webinar gratuito en español, este 19 de agosto

    • Mails are not being sent from custom Deluge function

      We are having troubles to implement sending Invoices / Sales_Orders etc. automatically using following deluge script: attachment_template_id = "aaaa"; record_id = "bbbb"; mail_template_id = "cccc"; //NEW aproach fileUrl = "https://www.zohoapis.com/crm/v8/settings/inventory_templates/"

    • Next Page