Hello Biginners!
In our previous forum post, we explored creating connections - specifically,
custom service connections in the Bigin Developer Console. In this post, we'll focus on another feature that can be used in every topping: install actions.
We'll look at what install actions are and when to use them, and then we'll walk through a real-world example where users are notified whenever a topping is installed or uninstalled.
What are install actions?
Install actions are important features of a topping that let you execute custom logic during installation and uninstallation events.
Instead of treating installation and uninstallation as silent background events, the Bigin Developer Console allows you to run your own logic the moment a user installs your topping, updates it, or decides to uninstall it. This logic can be implemented as Deluge functions that are executed automatically based on the installation action.
Primarily, install actions are executed in the following scenarios:
- On Installation: This action is triggered when the topping is installed for the first time or when the topping is upgraded. (A topping upgrade refers to a new version of the topping being installed by the organization user.) In both cases, the On Installation action runs to perform the required logic.
- On Uninstallation: This action is triggered when the topping is uninstalled or removed from an organization.
Let's look at each of these in detail.
On Installation
The On Installation action is triggered immediately after a topping is successfully installed or updated in a Bigin organization. Conceptually, this is the topping's first run and the right place to perform one-time setup tasks that you don't want users to handle manually.
Note: You can write only one On Installation script per topping. This script is executed only during two key events of the topping: the topping being installed for the first time and an updated version of the topping being installed after publishing changes.
This means the On Installation script is not executed repeatedly. It runs only when the topping is installed or updated, ensuring that setup logic is executed only when it's actually required.
To create an On Installation script, access the Bigin Developer Console, navigate to the Install Actions section in the left panel, and choose Toppings.
You'll be redirected to the Deluge editor where you can write the script for the On Installation action.
In the right panel of the Deluge editor, you'll be able to find the installParamMap which contains important contextual details such as the organizationId, installerId, previousVersion, and other details that are provided by the install action script itself. These keys can be used within your script to perform custom logic based on the installation context.
On Uninstallation
The uninstallation process of a topping will be handled by the On Uninstallation action. This function runs when a topping is removed from an organization.
To create an On Uninstallation script, navigate to Install Actions in the left panel, choose Toppings, and write the script in the On Uninstallation section of the Deluge editor.
In the On Uninstallation action, the installParamMap provides the keys organizationId and installerId. These values indicate which organization the topping is being removed from and which user initiated the uninstallation.
Now that we've explored how both of the install actions work, let's move on to creating a topping using these actions in a real-world scenario.
Let's create a topping with install actions
To understand how install actions work in a real-world scenario, we’ll build a Compliance Notification Topping.
The purpose of the topping is to keep organization administrators of the Bigin account informed about the lifecycle of the topping—specifically when it becomes active and when it's removed from their Bigin account.
In many business environments, it's important for admins to be aware of compliance-related changes and system-level additions. Using install actions in the topping ensures that such notifications are handled automatically, without requiring any manual effort from the user.
To achieve this functionality, we'll rely on both of the install actions:
- When a user installs the topping, the On Installation action is triggered, through which an email notification is sent to all active admin users in the organization, informing them that the Compliance Notification Topping has been successfully enabled. Along with this, a compliance checklist document stored in Zoho WorkDrive is also attached to the email.
- When the topping is uninstalled, the On Uninstallation action is triggered, sending an email notification to all active admin users in the organization to inform them that the Compliance Notification Topping has been successfully enabled. A compliance checklist document stored in WorkDrive is also attached to the email.
Let's learn how to do this.
Setting up the topping
First, create a topping in the Bigin Developer Center. For detailed instructions on creating a topping, refer to this post on
how to create a topping.
After creating a topping and accessing it in the Bigin Developer Console, the next step is to create the required service connections.
A connection for Bigin will be used to fetch admin users from the organization into the topping. In this connection we'll use the scope ZohoBigin.org.ALL, as we need to retrieve the org details of the Bigin account where the topping is installed.
Next, we need a WorkDrive connection because we need to download the compliance checklist file stored in WorkDrive and attach it to the notification email. For the WorkDrive connection, we'll be using the scopes WorkDrive.files.READ and ZohoFiles.files.READ.
For a detailed explanation of creating the default connections, refer to
this post.
Once the connections are created, we can write the install action scripts.
Implementing the scripts
When the topping is installed, we need to send an email to all the active admin users with the installation details and the WorkDrive checklist as an attachment.
To begin, navigate to the Install Actions section in the left panel and select Toppings. Under the On Installation tab, we’ll write the Deluge script that needs to be executed when the user installs the extension.
Writing the On Installation script
In our topping, the On Installation script performs the following actions:
- Fetches all the active admin users in the organization
- Downloads the checklist file from WorkDrive
- Sends an email notification to the admin users with the installation details and the checklist file.
- topping_name = "Compliance Notification Topping";
- // 1) Fetch admin users
- resp = invokeurl
- [
- url :"https://www.bigin.com/developer/docs/apis/v2/get-users.html"
- type :GET
- connection:"biginplus__biginnewconnection"
- ];
- // 2) recipient list
- stakeholders = List();
- usersList = resp.get("users");
- if(usersList != null)
- {
- for each user in usersList
- {
- email = user.get("email");
- status = user.get("status");
- if(email != null && (status == null || status.toLowerCase() == "active"))
- {
- stakeholders.add(email);
- }
- }
- }
- // 3) Download WorkDrive file via Download API
- header = Map();
- header.put("Accept","application/vnd.api+json");
- resource_id = "khw4zbab917b7f4774260a06636089ef0074f";
- fileResp = invokeurl
- [
- url :"https://download.zoho.com/v1/workdrive/download/" + resource_id
- type :GET
- headers:header
- connection:"biginplus__zohoworkdriveconnection"
- ];
- // 4) constructing email
- org_id = installParamMap.get("organizationId");
- installer_id = installParamMap.get("installerId");
- current_time = zoho.currenttime;
- subject = "Bigin Topping Enabled: " + topping_name;
- message = "";
- message = message + "<b>" + topping_name + "</b> was <b>Installed</b>.<br/><br/>";
- message = message + "<b>Organization ID:</b> " + org_id + "<br/>";
- message = message + "<b>Installed by (User ID):</b> " + installer_id + "<br/>";
- message = message + "<b>Time:</b> " + current_time + "<br/><br/>";
- message = message + "<b>Business impact:</b> This topping is now active for the organization.<br/>";
- //sending the email
- if(!stakeholders.isEmpty())
- {
- sendmail
- [
- from :zoho.adminuserid
- to :stakeholders
- subject :subject
- message :message
- Attachments :file:fileResp
- ]
- }
Writing the On Uninstallation script
When a user decides to remove the topping, we'll send an email notification to ensure the admins stay informed.
- topping_name = "Compliance Notification Topping";
- // Fetch admin users
- resp = invokeurl
- [
- url :"https://www.zohoapis.com/bigin/v2/users?type=AdminUsers"
- type :GET
- connection:"biginplus__biginnewconnection"
- ];
- stakeholders = List();
- usersList = resp.get("users");
- if(usersList != null)
- {
- for each user in usersList
- {
- email = user.get("email");
- status = user.get("status");
- if(email != null && (status == null || status.toLowerCase() == "active"))
- {
- stakeholders.add(email);
- }
- }
- }
- org_id = installParamMap.get("organizationId");
- uninstaller_id = installParamMap.get("installerId");
- current_time = zoho.currenttime;
- subject = "Bigin Topping Disabled: " + topping_name;
- message = "";
- message = message + "<b>" + topping_name + "</b> was <b>Uninstalled</b>.<br/><br/>";
- message = message + "<b>Organization ID:</b> " + org_id + "<br/>";
- message = message + "<b>Uninstalled by (User ID):</b> " + uninstaller_id + "<br/>";
- message = message + "<b>Time:</b> " + current_time + "<br/><br/>";
- message = message + "<b>Business impact:</b> This topping is no longer available from now on.<br/>";
- if(!stakeholders.isEmpty())
- {
- //Send email
- sendmail
- [
- from :zoho.adminuserid
- to :stakeholders
- subject :subject
- message :message
- ]
Once we've configured both the On Installation and On Uninstallation scripts, we can
test and publish the topping. When the user installs the topping, the install actions will be triggered automatically based on the topping's lifecycle events.
Let's walk through what happens at runtime.
What happens when the topping is installed or uninstalled
Upon installation, the user receives an email notification along with the topping checklist attachment as shown below.
When the topping is uninstalled, the user receives an email indicating that the topping has been disabled as shown below:
In this post, we've explored how install actions and uninstall actions give us control over the toppings. We'll cover more features of the Bigin Developer Console in our upcoming posts.
Stay tuned!
Recent Topics
Enhancing Zia's service with better contextual responses and article generation
Hello everyone, We are enhancing Zia's Generative AI service to make your support experience smarter. Here's how: Increased accuracy with Qwen One of the key challenges in AI is delivering responses that are both contextually accurate and empathetic while
Let us add Lookup fields in the Blueprint Transitions
We are unable to add Lookup Fields in the blueprint transitions in Zoho Desk, we wanted to make it a requirement for our workflow but since it's not available in the transition we cannot. The lookup field exists in the Layout: But it cannot be added/selected
How can we clear a signature field with deluge?
I would like to clear a signature field in the Edit -> On Load. I have tried input.signature = ""; input.signature = null; clear input.signature; None of the above is working. is there any other way I am missing?
Online PDF Editor
Hello Team, There is a small glitch i found when i was using your online software called "PDF Editor", There is a menu bar on right side comes when we click on 3 dots for any pdf, but that entire menu has no options to choose, that is totally blank, please
How do you print a refund check to customer?
Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.
Super Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working
From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View
Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with
Client and Vendor portal at the same time
We have companies that serve both as clients and vendors and they are linked. However, we have a problem giving them access to the vendor/client portal. If they accept the invitation from the client portal, when we try to invite them to the vendor portal
Es posible cambiar el lenguaje de los modulos del ASAP?
Es posible cambiar el lenguaje de estos textos? Tengo Zoho configurado en español pero aun así me muestra estos textos en ingles:
Customize Sign-out Button
Are there some url parameters I can use to make a form button sign-out the user from the app? The sign-out link on the top right is small. Here's and example of the url for the top right sign-out: https://creator.zoho.com/logoutpage.jsp?sharedBy=niskypto&appID=212085000006568003&appLinkName=MYAPP&signOutUrl=niskypto/MYAPP/view-login/SOMEPAGE Note: In my account, the sign-out is set to redirect users to my website. Can I also override this with some url parameters? John M. Whitney
Zoho Recruit - Email Relay
Good day, Has anyone succeeded in setting up an email relay for Office 365? If I add the details from https://support.microsoft.com/en-us/office/pop-imap-and-smtp-settings-8361e398-8af4-4e97-b147-6c6c4ac95353, I get the connection error. Regards, Eka
Zoho Recruit -> Exchange Online Relay
HI! I have tried to connect Recruit to our MS 365 Exchange Online without any luck. I use this guide https://help.zoho.com/portal/en/kb/recruit/outreach/email-relay/articles/email-relay-zoho-recruit#Configuring_Email_Relay_Settings Do anyone have the
Zoho Sprints iOS app update: Global view, screen capture control, file encryption, tags enhancement
Hello everyone! We are excited to introduce new features in the latest version(v2.1) of the Zoho Sprints iOS app update. Let’s take a quick look at what’s new. 1. Global view Global view brings all your project items into one centralised space. You can
Introducing Zoho Sprints 3.0
Zoho Sprints is consistently evolving in steady increments. The introduction of the latest version, with its enterprise level solutions, brings to you advanced capabilities that propel your agile efforts in the right direction. Here's a quick glimpse
Error AS101 when adding new email alias
Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.
CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users
Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage
Dynamic image in form works in the app but not on the customer portal.
img = frm_Fichas[ID == input.Nombre].Foto; imgno = Nophoto[ID2 = 1].Image; if(len(img) > 1) { img = img.replaceAll("/sharedBy/appLinkName/",zoho.appuri); img = img.replaceAll("viewLinkName","Fichas_de_personal_public"); img = img.replaceAll("fieldName","Foto");
Custom Display Field for Lookup Dropdowns in Zoho CRM
Could Zoho CRM support changing the display field in lookup dropdowns, like Zoho Creator does? This would make it much easier to select the right record by showing a more useful field instead of only the default one. It would improve speed, clarity, and
Is it possible to embed Zoho Bookmarks in the Cliq sidebar?
Is there any way that each Zoho user can access their bookmarks (that live in https://bookmarks.zoho.eu/ which is technically a part of Zoho Mail) directly within Cliq? As a widget, or an item in the sidebar? My team does not use Mail, it uses Cliq all
Real signature in Zoho Expense PDF report ?
Hello ! Is there a way to put a real signature on the signature line when a PDF report is generated in Zoho Expense? Through Zoho Sign or another way? Can't seem to make it work.
Books <-> CRM synchronisation with custom Fields
Hello, We are synchronising Books Customers with CRM Accounts. In CRM Accounts I set up last year a "segments" multiselect field shown below In Books, I set up a custom multi-select field with the same value as in the CRM And set up the synchronisation inside Books. Want to synchronise the Books Segments with the CRM Segments, but the later doesn't exist, and another non-existing is there ?! First, I don't understand where the field Segmentation is coming from. Second, I set CRM Segmentation to sync
Income not showing in direct bank feed
Hi, I am trying to enter income without knowing or mentioning customer, as i am told, my client wants single or cash basis accounting but i seriously struggling......................
I am not able to check in and checkout in zoho people even location access allowed
This issue i am facing in mackbook air m1, I allowed location in chrome browser and i also tried in safari but getting similar issue. Please have a look ASAP.
Preview future shift rotation in Shift Schedule
Hi, What if, instead of the current behavior, the Shift Rotation feature in Zoho People allowed users to preview future shift schedules before the scheduler execution? Currently, when a shift rotation is configured (for example, monthly rotation), the
Automatically Update Ticket Status in Zoho Desk Based on Actions in Zoho Projects
Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to manage tasks related to customer tickets, and it works well for linking and tracking progress. However, there are a few important automation capabilities
Announcing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.
Hello all We are back again with more enhancements to Kiosk. So what's new? Enhancements made to the Components Add titles for your Kiosk screens and adjust its width to suit your viewing preferences. Three new fields can be added to your screen: Percentage,
Please can the open tasks be shown in each customer account at the top.
Hi there This has happened before, where the open tasks are no longer visible at the top of the page for each customer in the CRM. They have gone missing previously and were reinstated when I asked so I think it's just after an update that this feature
Sign Out
Hello, I have a doubt with Permalink. I have a view created with critera to show only the records belonging to the user who has sign in. The problem is that the different users use the same computer and some times the user login keep signed, and when I send the permalink (by email) of the view, the users enter with other login signed. Moreover the permalink view doesn�t allow to do a log out. May I add something in the permalink to request always sign in? Sorry for my English. Many thanks! Regards
Announcing new features in Trident for Windows (v.1.39.4.0)
Hello Community! Trident for Windows just received a major update, with a range of capabilities that focuses on strengthening communication and simplifying workflows. Let’s dive into what’s new! Upload email attachments to WorkDrive. Until now, you could
Notification of Interaction Assignment
If a user is assigned an interaction, they should be notified via email. These are almost useless because if I assign an interaction for someone to respond to, they dont know that I assigned it to them without me telling them or them logging in and discovering
Introducing Automatic Field Addition (Text Tags) in Zoho Sign
Hello, Today we are excited to announce the general availability of automatic field addition (text tags) feature in Zoho Sign. Now, you can now add text tags in the content of your documents and Zoho Sign will automatically add the corresponding fields when they are uploaded for the signing process. For example: when you add text tags to your sales orders, new employee contracts, and NDAs, Zoho Sign will add the corresponding fields when these documents are uploaded for the signing process. If you
Option to Automatically Publish Job Openings to the Career Website via API or Workflow
Currently, when creating Job Openings using the Zoho Recruit API, the records are successfully inserted into the system. However, there is no way to automatically publish these Job Openings to the Career Website. In the Job Opening field data, there are
Introducing Built-in Telephony in Zoho Recruit
We’re excited to introduce Built-in Telephony in Zoho Recruit, designed to make recruiter–candidate communication faster, simpler, and fully traceable. These capabilities help you reduce app switching, handle inbound calls efficiently, and keep every
Write-Off multiple invoices and tax calculation
Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions: - I cannot find a way to write off several invoices together. How can I do that,
Splitting Transactions in Zoho Books
I have read in past forum posts that the ability to split bank transactions would likely be implemented - it's definitely a typical accounting program feature. I'm new to Zoho and thought I'd found nirvana until I realized this feature doesn't seem to
Ability to assign Invoice Ownership through Deluge in FSM
Hi, As part of our process, when a service appointment is completed, we automated the creation of the invoice based on a specific business logic using Deluge. When we do that, the "Owner" of the invoice in Zoho FSM is defaulted to the SuperAdmin. This
Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!
Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient
Statement Aging On Cutomer Statement
Hello, Is it possible to put aging on customer statements? Current 1-30days 31-60days 61-90days 91-120days Over 120 days. See attached image from another accounting package. Many customers pay off a statement and clear older invoices.
Adding Markdown text using Zoho Desk API into the Knowledge Base
Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality
Unveiling the next iteration of Ask Zia in Zoho CRM: An all-new chat interface, conversation history, actions, and much more
Your CRM assistant just leveled up. Zoho CRM's Ask Zia functionality now offers a more conversational and context-aware experience to help you not just understand your data, but act on it—all from one chat window. With its redesigned interface and expanded
Next Page