Install and uninstall actions

Install and uninstall actions

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:
  1. 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.
  2. 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.

For more information about the keys that you can use inside the installation script, refer to the install actions documentation.

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:
  1. 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.
  2. 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:
  1. Fetches all the active admin users in the organization
  2. Downloads the checklist file from WorkDrive
  3. Sends an email notification to the admin users with the installation details and the checklist file.
  1. topping_name = "Compliance Notification Topping";
  2. // 1) Fetch admin users
  3. resp = invokeurl
  4. [
  5. url :"https://www.bigin.com/developer/docs/apis/v2/get-users.html"
  6. type :GET
  7. connection:"biginplus__biginnewconnection"
  8. ];
  9. // 2) recipient list
  10. stakeholders = List();
  11. usersList = resp.get("users");
  12. if(usersList != null)
  13. {
  14. for each user in usersList
  15. {
  16. email = user.get("email");
  17. status = user.get("status");
  18. if(email != null && (status == null || status.toLowerCase() == "active"))
  19. {
  20. stakeholders.add(email);
  21. }
  22. }
  23. }
  24. // 3) Download WorkDrive file via Download API
  25. header = Map();
  26. header.put("Accept","application/vnd.api+json");
  27. resource_id = "khw4zbab917b7f4774260a06636089ef0074f";
  28. fileResp = invokeurl
  29. [
  30. url :"https://download.zoho.com/v1/workdrive/download/" + resource_id
  31. type :GET
  32. headers:header
  33. connection:"biginplus__zohoworkdriveconnection"
  34. ];
  35. // 4) constructing email
  36. org_id = installParamMap.get("organizationId");
  37. installer_id = installParamMap.get("installerId");
  38. current_time = zoho.currenttime;
  39. subject = "Bigin Topping Enabled: " + topping_name;
  40. message = "";
  41. message = message + "<b>" + topping_name + "</b> was <b>Installed</b>.<br/><br/>";
  42. message = message + "<b>Organization ID:</b> " + org_id + "<br/>";
  43. message = message + "<b>Installed by (User ID):</b> " + installer_id + "<br/>";
  44. message = message + "<b>Time:</b> " + current_time + "<br/><br/>";
  45. message = message + "<b>Business impact:</b> This topping is now active for the organization.<br/>";
  46. //sending the email
  47. if(!stakeholders.isEmpty())
  48. {
  49. sendmail
  50. [
  51. from :zoho.adminuserid
  52. to :stakeholders
  53. subject :subject
  54. message :message
  55. Attachments :file:fileResp
  56. ]
  57. }
For details about the API endpoints and request formats used in this code, refer to the Bigin and WorkDrive API documentation. For the syntax to send emails via a Deluge task, you can refer to this documentation.

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.
  1. topping_name = "Compliance Notification Topping";
  2. // Fetch admin users
  3. resp = invokeurl
  4. [
  5. url :"https://www.zohoapis.com/bigin/v2/users?type=AdminUsers"
  6. type :GET
  7. connection:"biginplus__biginnewconnection"
  8. ];
  9. stakeholders = List();
  10. usersList = resp.get("users");
  11. if(usersList != null)
  12. {
  13. for each user in usersList
  14. {
  15. email = user.get("email");
  16. status = user.get("status");
  17. if(email != null && (status == null || status.toLowerCase() == "active"))
  18. {
  19. stakeholders.add(email);
  20. }
  21. }
  22. }
  23. org_id = installParamMap.get("organizationId");
  24. uninstaller_id = installParamMap.get("installerId");
  25. current_time = zoho.currenttime;
  26. subject = "Bigin Topping Disabled: " + topping_name;
  27. message = "";
  28. message = message + "<b>" + topping_name + "</b> was <b>Uninstalled</b>.<br/><br/>";
  29. message = message + "<b>Organization ID:</b> " + org_id + "<br/>";
  30. message = message + "<b>Uninstalled by (User ID):</b> " + uninstaller_id + "<br/>";
  31. message = message + "<b>Time:</b> " + current_time + "<br/><br/>";
  32. message = message + "<b>Business impact:</b> This topping is no longer available from now on.<br/>";
  33. if(!stakeholders.isEmpty())
  34. {
  35. //Send email
  36. sendmail
  37. [
  38. from :zoho.adminuserid
  39. to :stakeholders
  40. subject :subject
  41. message :message
  42. ]
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

    • Transformer vos stocks en décisions intelligentes avec Zoho Inventory et Zoho Analytics

      Zoho Inventory permet de suivre facilement les niveaux de stock et d’anticiper les restockages. Pour de nombreuses entreprises, cela suffit à gérer les opérations au quotidien. Mais à mesure que l’activité se développe, cette clarté peut commencer à montrer
    • Security Enhancements | Migrate to the Updated Policies

      Hello everyone, Zoho Directory's security policies have been updated and reorganized into three new policies with features that enhance the overall organization security. These policies provide a stronger and more secure sign-in methods and improve the
    • Bring Zoho Shifts Capabilities into Zoho People Shift Module

      Hello Zoho People Product Team, After a deep review of the Zoho People Shift module and a direct comparison with Zoho Shifts, we would like to raise a feature request and serious concern regarding the current state of shift management in Zoho People.
    • How to block a WhatsApp user for sending spam

      Is there a way to block those whatsapp users that just come to play and annoy our service, they also spam us. We have a waba service with sales iq
    • Inquiry regarding auto-save behavior for Zoho Sign Embedded Sending

      Dear Zoho Support Team, I am currently integrating Zoho Sign's Embedded Sending functionality using iframes on my website. I would like to know if there is a way to ensure that the document state (including any added fields) is automatically saved as
    • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

      Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to
    • Automation#17: Auto-Create Tasks in Zoho Projects Upon Ticket Creation in Zoho Desk

      Hello Everyone, This edition delivers the solution to automatically create a task in Zoho Projects when a ticket is created in Zoho Desk. Zylker Resorts uses Zoho Desk for bookings and handling guest requests. Zylker resorts outsources cab bookings to
    • Automation#20 : Auto-Add Ticket Tags based on Keywords

      Hello Everyone! Welcome to unveiling custom functions on our Community series. This week's post lets you add tags to your tickets automatically based on the keywords in the ticket subject and the ticket thread. Discover how this custom function helps
    • Automation#21: Track Ticket Transfers Across Departments

      Hello Everyone! With Halloween just around the corner, we'd like to let you know the Zoho Desk team is always there to sweep away your customer service troubles! This week, we’re excited to introduce a custom function that tracks tickets moved between
    • Email Integration - Zoho CRM - OAuth and IMAP

      Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have
    • Homepage not assignable to group

    • MS Teams for daily call operations

      Hello all, Our most anticipated and crucial update is finally here! Organizations using Microsoft Teams phone system can now integrate it effectively with Zoho CRM for tasks like dialling numbers and logging calls. We are enhancing our MS Teams functionality
    • Automation#22 Track Ticket Duration at Specific Status

      Hello Everyone! Welcome back to the Community Learning Series! Today, we explore how Zylker Techfix, a gadget servicing firm, boosted productivity by tracking the time spent at a particular ticket status in Zoho Desk. Zylker Techfix customized Zoho Desk’s
    • Automation#23: Automate Guided Conversations in Zoho Desk with Business Hours

      Hello Everyone, This week's edition introduces a custom function designed to automate Guided Conversations in Zoho Desk, based on your business hours. With this feature, you can align the bot's behavior with your business schedule, ensuring a smooth and
    • Address changes in quote form

      When entering a quote, the first piece of information required is the Account, which properly populates the billing and shipping address fields. Then I use the lookup function to select a contact, and when I do, the billing and shipping addresses are
    • Automation#24: Auto-Update custom field from Accounts to Tickets

      Hello Everyone! Welcome back to the Community Learning Series! This episode dives into how Zylker Techfix streamlines account-related ticket references. Previously, employees had to manually check account details to retrieve specific customer information,
    • Kaizen #227 : Client Script Support for List Page (Canvas)

      Hello everyone! Welcome to another week of Kaizen. In today's post lets see how Client Script can be used in Canvas List Page to mask sensitive information from specific roles and add colors to Canvas List Page records based on custom criteria.This use
    • Automation#25: Move Tickets to Unassigned When the Owner Is Offline

      Hello Everyone, Welcome to this week's Community Series! 'Tis the holiday season—a time when work often takes a brief pause. The holiday spirit is in full swing at Zylker Techfix too, with employees taking some well-deserved time off. During this period,
    • Automation#27: Retain Ticket Owner on Moved Tickets

      Hello Everyone! This week, we present to you a custom function that retains the ticket owner when a ticket is moved from one department to another. Here’s more to help you understand the custom function: At Zylker Techfix, Alex, the Support Engineer manages
    • Automation#28 Notify Agents on Article Expiry

      Hello Everyone! This week, we’re bringing you a feature that notifies your team when articles in the Knowledge Base are set to expire to keep your content relevant and helpful for customers. The Zoho Desk's Knowledge Base is an asset for customers to
    • Automation#29 Retain ticket status on moved tickets

      Hello Everyone, Hear out Zylker Techfix’s Success Story on Smoother Ticket Transitions! Zylker Techfix, a gadget servicing firm committed to quick repairs and timely deliveries, faced a challenge when ticket statuses changed automatically while moving
    • Automation#32:Auto Add New Portal Users to the Help Center User Groups

      Hello Everyone, Introducing a custom function that automates the process of adding new portal users to Help Center user groups, making user management effortless! By default, Zoho Desk allows you to assign new portal users to groups manually. But with
    • Automation#34 : Automate Email threading for Ticket notification

      Hello Everyone, It's been a while since we've presented an automation. However, our community has been buzzing with ideas, use cases, and discussions with our community experts and Ask the Experts session. So, here we are again, presenting an automation
    • Automation#35 : Auto-Add Comments under the Owner's Name in Tickets via Macros

      Hello Everyone, This week's custom function provides simple steps to configure a Macro for adding comments to tickets with the name of the Comment owner. When managing tickets, you can use the Comment feature to communicate internally with your team and
    • Automation#36: Auto-create time-entry after performing the Blueprint transition

      Hello Everyone, This week’s edition focuses on configuring a custom function within Zoho Desk to streamline time tracking within the Blueprint. In this case, we create a custom field, and request the agent to enter the spending time within the single
    • Automation#33: Automate Splitting Names for Existing Contact Records

      An organized directory – who doesn't love one? Previously, we explored how to split contact names into First Name and Last Name for new contacts in Zoho Desk. But what about existing contacts already in your database? This week, we bring you a custom
    • Workqueue

      I really like the idea of the Workqueue generally - it will be really useful. What it seems to lack however, is the ability to customise it properly. I want to be able to show a custom view rather than just "My Leads" and "Leads Assigned in Last 3 hours".
    • Webform & spam

      Hi, We set up 2 webform on our website, fowarding the content to Zoho CRM. Since it has been opened up, we are getting lot of spam message (for now about 20 a day). To lower the amount of false new leads we added the captcha field and new enquieries are
    • Zoho CRM Web form page URL

      Hi there, I am getting quite a bit of spam through my Zoho CRM Web form and want to restrict the URLs it is submittable from. I can see that I can add Location URLs but I need to be able to just add a domain so can I enter mydomain.com/* to cover all
    • Receiving too many Spam Leads. Why?

      I am receiving so many junk leads from web forms created by zoho's platform. The junk queries are increasing day by day and are affecting our business. I am continuously following up with zoho team from the past one year but not getting any satisfactory
    • Mail Merge is not working properly as far as the AUTOMATE section is concerned

      Hi there, I created a Mail Merge template for the Deal module. I would like Deal owners to mail merge their Deal records, download the Mail Merge document as a Word doc and make a few changes before sending it to the customer. Thing is, neither the "Merge
    • Canvas Detail View Related List Sorting

      Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?
    • project name field issue- n8n

      Hey guys, I have a question. I want to create a new product using the workflow. The problem is with the product name field; I don't know how to fill it in. The workflow starts with retrieving information from the leads table, retrieving links to scrape
    • Critical:- Eneble TDS filing for 26Q from the zoho book

      We currently extract TDS data from Zoho Books and manually input it into a separate TDS software to generate the FUV file and file returns. Previously, while using Tally, we benefited from an integrated feature that seamlessly recorded transactions and
    • How to track repeat customers?

      I own a food business and every order is entered into Zoho with: a unique Customer ID total order amount date of order With this information, I want to be able to see a list of my "best" customers. In other words, descending lists arranged according to:
    • Zoho Books - Breaking A Working App

      We've been using Zoho for many years now. Across all apps, entering phone numbers in standard formats was enabled in all apps. These formats are: xxx.yyy.zzzz xxx-yyy-zzzz (xxx) yyy-zzzz and we were able also to add extension numbers in these formats:
    • Build data protection into your support

      At Zoho, privacy is our principle. Every Zoho product is built with privacy as the foundation and the finishing touch, guiding every decision we make. Security, privacy, and compliance are woven into the software development lifecycle, starting from how
    • Conditional formatting: before/after "today" not available

      When setting conditional formatting, it only allows me to set a specific calendar date when choosing "Before" or "After" conditions. Typing "today" returns the error "Value must be of type date". Is there a workaround? Thanks for any help!
    • Display Client Name in Zoho Creator Client Portal Dashboard

      Hello Zoho Creator Team, We hope you are doing well. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for providing a personalized portal experience. However, there is currently
    • Customizable UI components in pages | Theme builder

      Anyone know when these roadmap items are scheduled for release? They were originally scheduled for Q4 2025. https://www.zoho.com/creator/product-roadmap.html
    • Next Page