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
Remove Powered by Zoho at the footer
Hi, I've read two past tickets regarding this but it seems that the instructions given are outdated. I assume the layout keeps on changing, which makes it frustrating for me to search high and low. Please let me know how exactly do I do this now? Th
No Need To Fix Something That Is Working
Zoho Books is a great financial tool which helps businesses to become more efficient and productive with day-to-day operations. As such, every change, upgrade, improvement needs to be carefully thought before implemented in the software and I'm sure Zoho
Using email "importance" as workflow-criteria
I'd like to set up a workflow that triggers if an incoming email has been flagged as "high importance" but I'm not seeing any way to do that. Hopefully I'm just missing something obvious...?
This domain is not allowed to add. Please contact support-as@zohocorp.com for further details
I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the
What is Resolution Time in Business Hours
HI, What is the formula used to find the total time spent by an agent on a particular ticket? How is Resolution Time in Business Hours calculated in Zohodesk? As we need to find out the time spent on the ticket's solution by an agent we seek your assistance
Check & Unchecked Task Segregation in Export
It must have a feature to represent checked and unchecked tasks as [ ] and [✅] respectively when exporting it to Arratai or WhatsApp ; as Keep Notes by Google contains…
WorkDrive Download Issue
My client has been sending me files via WorkDrive, which generally has worked fine. Recently files won't download at all. If you try and individually select and download a file, a popup will appear in the bottom right saying it's preparing and then it
Resolution Time Report
From data to decisions: A deep dive into ticketing system reports What are time-based reports? Time-based reports are valuable tools that help us understand how well things are going by breaking down key metrics over specific periods. By tracking, measuring,
Add RTL (Right-to-Left) Text Direction Button in Zoho Cliq
Greetings Zoho Team, We would like to request the addition of an RTL (Right-to-Left) text direction button in Zoho Cliq, similar to what is already available in other Zoho apps like Zoho Desk. Currently, while using Zoho Cliq with the English interface,
Enable Backgrounds and Video Filters for 1:1 Cliq Calls Across All Zoho Entry
Hello Zoho Cliq Team, We hope you are doing well. We would like to request an enhancement related specifically to 1:1 video calls in Zoho Cliq. Current Behavior Zoho Cliq currently provides background and video filter options in the following scenarios:
Zoho Flow: Stripe a Zoho Marketing Automation
Hola! Quiero hacer un flujo con Zoho Flow, para que cuando se haga un pago en Stripe, añada el lead en Zoho Marketing Automation. Lo he configurado, configurando el disparador como "Payment created" y mapeando el campo de Stripe "Receipt email address".
Need Customer Item Inward Module along with QC
Need Customer Item Inward Module along with QC 1. Using Transfer Orders hit the item balance sheet 2. Items without inventory it becomes difficult for tracking purpose. 3. Custom Modules become tedious to capture multiple items, item subforms are not
LESS_THAN_MIN_OCCURANCE - code 2945
Hi I'm trying to post a customer record to creator API and getting this error message. So cryptic. Can someone please help? Thanks Varun
Invalid tax authority ID.
How do I correct this ?
Zoho email
I need a list of email addresses of all contacts on my zoho
Shift-Centric View for Assigning and Managing Shifts in Zoho People
Hello Zoho People Product Team, Greetings and hope you are doing well. This feature request is related to Zoho People - please don't move it to zoho one! We would like to submit a feature request regarding the shift assignment and management view in Zoho
cant upload images in signature- urgent help needed. ta!
HI, I have been trying to insert the company logo in the signature. i have tried it several times since yesterday, the longest I waited was 1 hour and 12 minutes for the pop up window to upload a 180 KB .jpg file. what am i doing wrong.. an urgent reply
Add Ticket button in Home view
When I go to the My Tickets or the Knowledge Base view in our Help Centre, the Add Ticket button is available, but not in the Home view. I would really like for it to be displayed in the Home view as well. Is this possible? Thanks.
Problem using Zoho Desk API
Goodmorning, I am trying to use the Zoho Desk API to create a dashboard in Grafana, but I am having a problem. Following the instructions in the API documentation, I created the API Console application (server-based application). Then I created the string
Add zoho calendar to google calendar
Hi I keep seeing instructions on how to sync Zoho CRM calendar with google calendar but no instructions on how to view Zoho calendar in my google calendar.
How to print a label from zoho creator app?
Hello, I would like to print a label from zoho creator app record similar to attached one. Size 74mm x 102mm. I tried record template. It leaves plenty of space around the content and also I couldn't set the height of the page. So it is not printing properly. Could someone please direct me to right direction for this requirement?
City field suggestion in Zoho Books
Hi team, We are using Customers module in Zoho Books. In the Address section, we want to understand whether the City field can show suggestions while typing using any API or built-in feature. For example, if a user types “Mum”, can the system suggest
Non-responsive views in Mobile Browser (iPad)
Has anyone noticed that the creator applications when viewed in a mobile browser (iPad) lost its responsiveness? It now appears very small font size and need to zoom into to read contents. Obviously this make use by field staff quite difficult. This is not at all a good move, as lots of my users are depending on accessing the app in mobile devices (iPads), and very challenging and frustrating.
How can I check all announce?
Hiii, May I ask how can I check all the announce based on broadcast date instead of reply date based So that I will not will miss out any new function
What are the create bill API line item requiered fields
While the following documentation says that the line items array is requiered it doesn't say what if any files are requiered in the array. Does anyone know? API documentation: https://www.zoho.com/inventory/api/v1/bills/#create-a-bill I'm trying to add
Cannot connect to imap.zoho.eu on iOS26
Hey, I recently migrated to another iPhone and since then use iOS26. Every since then, I was not able to connect to "imap.zoho.eu" from Apple Mail. I tried deleting the account and adding it again, did not work. I tried creating an app password, didn't
Personalize your booking pages with Custom CSS
Greetings from the Zoho Bookings team! We’re introducing Custom CSS for Zoho Bookings, designed to give you complete control over the look and feel of your booking pages. With this new feature, you can upload your own CSS file to customize colors, fonts,
Marketer's Space: Plan smarter with Zoho Campaigns' Calendar
Hello Marketers, Welcome to another post! Today, we'll talk about a discreet yet significant feature that's neatly tucked inside Zoho Campaigns: the calendar. It might look like an optional but somewhat unnecessary feature that you can use occasionally,
Accounting for Territories
We have different territories i.e. Europe and US and although we can manage the sales process for each and allocate different currencies in the CRM - we want to keep the accounting separate for each territory as there are different reporting and accounting requirements - is there any way to do this? We want to avoid having two separate instances of zoho.
User
If user is already part of manage engine endpoint central , what hapens when i try to add them to another Zoho org / directory? Are these users added as external users?
Create static subforms in Zoho CRM: streamline data entry with pre-defined values
Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple
Outlook - Zoho CRM Calendar Integration
I'm facing an issue integrating Outlook with Zoho CRM. Has anyone successfully connected their Outlook to Zoho, and are all your meetings and emails being captured correctly in the CRM? Any insights or troubleshooting tips would be appreciated
【Zoho CRM】ポータル機能のアップデート
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、ポータル機能のアップデートをご紹介します。 ポータル管理の新機能「自動招待」により、Zoho CRMからポータルへの招待を自動化できるようになりました。これまで必要だった、ユーザーごとの手動設定は不要になります。設定した条件に基づいて、対象ユーザーに自動で招待が送信されます。 ポータルの新機能 条件に基づく自動招待:指定した条件を満たすユーザーに、自動で招待を送信 招待設定:招待メールの言語を選択し、言語ごとに条件を設定可能
Contact data removes Account data when creating a quote
Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then add
Export all of our manuals from Zoho Learn in one go
Hi, I know there's a way to export manuals in Zoho Learn, but I want to export everything in one go so it won't take so long. I can't see a way to do this, can I get some assistance or is this a feature in the pipeline? Thanks, Hannah
Automation#31: Automate Splitting Names for New Contact Records
Hello Everyone, This week, we present to you a custom function, which allows you to split the first and last names from the user's email ID based on the separator used in the ID. Having grown into a large firm, Zylker Techfix aims to optimize its processes,
Automatically remove commas
Team, Please be consistent in Zoho Books. In Payments, you have commas here: But when we copy and paste the amount in the Payments Made field, it does not accept it because the default setting is no commas. Please have Zoho Books remove commas autom
Project Change Orders and Additions
We are in the process of migrating from QuickBooks Online to Zoho Books. We have Zoho One and like the ability to sync all of our data across everything. And I like that projects work in a way that's less dumb than QuickBooks. I'm trying to figure out
ZOHO Desk - Description of slave ticket disappeared after Merge
Dear Support, On Zoho Desk the description of a ticket disappeared after merging two ticket. The one which was the slave one completely disappeared. The problem that in this description there was an image which i had only on Desk in that ticket. Could
How do I insert a cross-reference link to a different section within one Knowledge Base article using Zoho Desk?
I would like to insert a link within a Knowledge Base article to a different section of that same article. The section I want to link to is formatted with the Heading 3 style and is displayed within my TOC. However, I do not see any way to add a link
Next Page