Testing and publishing Bigin toppings

Testing and publishing Bigin toppings

Hey Biginners!

In previous forum posts, we discussed what a Bigin topping is and explored the Bigin Developer Console's features. In this post, we're going to create a topping from scratch and discuss how to test and publish it.

Our topping will automate follow-up management in Bigin and ensure that follow-up calls are systematically created based on certain conditions, helping users improve the efficiency of their sales cycles and stay on top of their tasks.

Setting up the topping

We'll start with a custom field and workflow by creating a topping in the Bigin Developer Center.

Inside the created topping's Developer Console, add a new field by navigating to the Components section under the Build category and clicking the New Custom Field button. Create a custom field named "Follow-up Needed" in the Tasks module. This field should be a picklist with two values: "Yes," which will trigger a follow-up, and "No," which indicates that no follow-up is needed.


Creating a default Bigin connection

Next, create a default Bigin connection and authorize it to securely access your Bigin data. This connection allows authorized interaction between the topping and Bigin's modules.

For a more detailed explanation, refer to our post on creating Bigin connections. 


Creating a workflow rule

To create a workflow rule to schedule follow-up calls, go to the Automate section and select Workflow, then click the Create Rule button. From the Module dropdown, choose Tasks and enter "Schedule Follow-Up Call" as the rule name. Once done, click the Next button.



On this screen, we'll define the workflow rule. Set Record action as the criteria for the workflow rule execution. Then, select the Create or Edit option to specify which operation should trigger the rule.

Note: To ensure the workflow runs every time the task is updated, check the option Repeat the workflow whenever a task is edited, and click on the Next button to continue.



Next, you can define conditions that determine when the workflow should be triggered. To automate a follow-up call, apply these conditions:
  1. The status of the task is updated to completed.
  2. The Follow-up Needed field is set to "Yes."
Once the conditions are set, navigate to the Instant Actions section and select Function from the list of available actions. Provide a function name and display name, then click the Create Function button. This will redirect you to the Deluge editor, where you can write the logic for the function.



When the workflow criteria and conditions for a task are met, the function (which is created in the Deluge editor and linked to the workflow) will be executed automatically.

Let's look at how the logic is handled within the function in the Deluge editor.
  1. // Fetch the details of the task that's triggered by the workflow
  2. taskDetails = zoho.bigin.getRecordById("Tasks",task.get("Tasks.ID"),Map(),"taskscheduler__connectbigin");
  3. //Initialize a map to store call details
  4. callDetails = Map();
  5. callDetails.put("Call_Duration", null);
  6. callDetails.put("Call_Start_Time", "2025-03-04T18:00:00");
  7. callDetails.put("Call_Type", "Outbound");
  8. //Retrieve task data from the fetched task details
  9. taskData = taskDetails.get("data").get(0);
  10. //Extract task owner details
  11. ownerMap = Map();
  12. taskId = taskData.get("id");
  13. ownerMap.put("id", taskData.get("Owner").get("id"));
  14. //Assign owner details to the call record
  15. callDetails.put("Owner", ownerMap);
  16. //Assign contact details to the call record
  17. callDetails.put("Related_To",taskData.get("Related_To"));
  18. // Create a call record in Bigin
  19. response = zoho.bigin.createRecord("Calls", callDetails, Map(), "taskscheduler__connectbigin");

Overview of Code Logic

  1. Retrieve task details: The first step is to fetch the task details required for creating a follow-up call. (Note: We recommend using Bigin's Deluge functions to work with Bigin records.)
  2. Setup to create a call: A map is initialized to store call details.
  3. Create a new call record: Using the retrieved task details, which includes essential information like task owner details and related contact information, a new call record will be created in the Calls module in Bigin.
Once the function is created and saved, testing the topping ensures that any potential issues are identified and resolved before making it available to others.

Testing the topping in a sandbox

Thoroughly testing a topping is essential to make sure it's working as expected before it's submitted to the Marketplace team and listed in the Marketplace.

Before initiating the testing process, the developer must authorize the Bigin connection associated within the topping. For more details on connector authorization, please refer to the Connections guide.

This authorization enables secure data exchange between the topping and the connected Bigin account. Authorizing this connection is equally important when testing the topping using the sandbox environment, a virtual testing space that simulates the structure and behavior of a typical Bigin production account. The sandbox allows you to test your topping before deployment in an isolated environment where changes don't affect your live data.

To begin testing, navigate to the Test your Topping button located in the top right corner of the Bigin Developer Console. This will launch the virtual sandbox environment.



In the sandbox account, you can test the topping by creating a new task. Click on the Create New Record button and select Task from the options. Enter the necessary task details, ensuring that the Related To field is provided. This associates the task with the Bigin contact, enabling the follow-up call activity to be triggered for that specific contact when the workflow criteria is met. Next, set the Follow-up Needed field to Yes and save the task.

Navigate to the Activities module and go to the newly created task. Here, the automation happens based on two criteria specified in the workflow:
  1. The field value of Follow-up Needed is "Yes."
  2. The task is marked as completed.

Upon satisfying these two criteria, a follow-up call for the task will be created in the Calls module.



If the topping isn't working as intended, you can fix the issue instantly in the Developer Console and test in the sandbox environment.

Publishing the topping

Once you finish building and testing the topping, you can publish it two ways, depending on how you want to distribute it to users:
  1. Publish your topping privately.
  2. Submit it to the Bigin Marketplace.

Publishing a topping for private customers

If you're building a topping for a particular set of customers, you can choose private publishing. Choose the Publish option in the left panel of the Bigin Developer Console to do this.

After choosing the option, the Bigin Developer Console displays the customizations and components used in the topping.

Provide a release note for the topping and click the Confirm button. You'll get an installation URL for your topping. You can share this URL with customers so they can install the topping in their Bigin account.

You can also share the topping privately via email. Click the Share Privately option for a preconfigured email template. Enter the customer's email in the To field, then click the Share button to send the email.


Publishing publicly in Bigin Marketplace

If you want to share your topping with a wide audience, the Bigin Marketplace is your go-to platform. This platform lists Bigin toppings and makes them available to all users. If you want to list your topping in the Bigin Marketplace, you must follow a set of procedures:
  1. Submit the topping for review to the Marketplace team.
  2. Ensure the topping satisfies all the Marketplace standards.
To submit the topping to the Marketplace, navigate to the Bigin Developer Center, choose the topping you need to publish, and click on the Toppings details icon.



Under the Status section, click Submit to Marketplace.



Here, you need to provide details about your topping in the Marketplace Details window. Once the Bigin Marketplace team completes the review process, the topping will be listed in the Bigin Marketplace, allowing users to find and install it in their Bigin accounts.

From integrating components to submitting toppings for review, we've covered building and testing toppings.

In upcoming posts, we'll take a closer look at each feature with a detailed use case.

Stay tuned!

<<Previous                                                                                                                                                                                                                                                                            Next>>                                                                                                                                                                                                                                                                                                                   

    • Recent Topics

    • Handling/tracking escalation management in Zoho

      Hi all, I am working on finding a tool to register and track our escalation management process. Specifically, this is about client escalations, typically related to project delivery issues. The idea is that we could have some sort of form with core questions

    • Global Choice List share ownership

      I have created several forms that use one or more Global Choice Lists. These lists have been published to Org. I would like to allow one or more admins to edit the choices in these lists. Any help appreciated. Geoff

    • Setting up property management in Zoho Books

      Hi, I run a property management business that manages property complexes. There are multiple owners, some owning more than one property on the same complex. My role is to manage the fees they pay for maintenance of common areas, such as the swimming pool

    • How to prevent users from switching price lists in an order?

      Hi, I have Zoho Finance integrated with Zoho CRM. My team will be placing orders through the CRM using the Finance module. When creating a new customer I will assign it a price list, I don't want the sales rep to switch to a different Price List, other

    • Mollie Connect in Zoho Books

      Have noticed that Zoho Books is missing the most popular payment provider in Europe: Mollie. Knowing that Mollie has a solid Java SDK, why is this not yet implemented in Zoho Books for European customers?  More info: https://docs.mollie.com/oauth/ov

    • Unable to change Lookup field from Multi Select to Single Select

      I am trying to change a Lookup field in my Zoho Creator form from Multi Select to Single Select, but I am unable to find any option to do this.

    • Simple Callback Notifications Needed

      My team are terrible at remembering their CRM callbacks, often due to how long in the future they are set for. Is there a way i can set an e-mail notification for when a callback is due? For example we set it for 9am one day and five minutes before they

    • Personal Data (RODO), Cookies / Trackers - ePrivacy

      I have noticed several issues that should be addressed on the customer support page. Zoho Desk provides the support portal, but it currently lacks the following options: A GDPR and personal data processing consent checkbox before logging in, located in

    • How to set a multi-lookup field as mandatory?

    • Allow Multiple Scheduled Appointments with Zoho Support

      Dear Zoho Team, I hope you're doing well. First, thank you for introducing the option to schedule support calls via the Zoho CRM booking link. This has been a fantastic enhancement, eliminating the need for back-and-forth coordination when scheduling

    • Audit Log for Zoho One Admin Panel

      Dear Zoho One Team, We would like to request the addition of an Audit Log feature in the Zoho One Admin Panel. This log should provide visibility into any changes made within the Zoho One admin panel and directory, including but not limited to: Adding,

    • 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,

    • Bug: OAuth 2.0 State Parameter fails with Pipe Delimiters (RFC 6749 Non-Compliance)

      I've discovered a bug in how Zoho's API Console handles the OAuth 2.0 authorization flow when the state parameter contains pipe characters (|), and I'm hoping the Zoho team can address this in a future update. The Issue Zoho's OAuth 2.0 implementation

    • Custom Function to increment a value by one

      Hi, I'm trying to find a solution to set up a counter on CRM records that tracks how many times certain actions have taken place. As a specific example: We have a field on Deals called "Times Close Updated". This starts at 0 on record creation. I'd like

    • Customer address in Zoho Bookings

      Hello,  Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps.  It would also be advantageous for the "list view" to show appointment times instead of just duration and booking

    • Access token generate from the refresh token not working for API

      Dear Sir/Madam, When I use my refresh token to obtain new access_token, that token return INVALID_TOKEN when the same API is called. I made sure that my api site is correct and match the auth web site. However the original access_token work fine.

    • why does my campaign move back to draft?

      Every time I try to send my email campaign, it reverts back to Draft status.. this has happened three times in a row..how do i find out what the problem is? Thanks

    • Service and Parts Line Item Limitations

      Hi FSM Team, We work with clients who deliver large-scale field service projects. In many cases, a single work order can contain 200+ service and parts line items. Currently, Zoho FSM limits work orders to 30 service and parts line items. While this works

    • 【Zoho CRM】やりとりの要約機能リリースのお知らせ

      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、新機能のやりとり要約機能をご紹介します。 Zoho CRMのやりとりの要約は、Ziaが生成する機能で、データに関連付けられた最近のやりとりを簡潔にまとめて提供します。 メール、通話、ミーティング、メモなどを1つの明確な要約にまとめ、重要なポイント、過去の話し合いの要点、結果、次のステップを表示することで、日常的な課題に対処します。 Ziaの強みは、単なる要約にとどまらず、内容の解釈も行える点です。やりとりの要約では、顧客との会話に潜む遅延、フォローアップ漏れ、約束、期限、感情、意図を特定します。

    • Recent post analytics not very useful

      Hi, I'm enjoying some aspects of the Zoho Social. like being able to schedule posts to multiple channels. However, the recent posts analytics is disappointing. For example, I put up a reel on Instagram and Facebook yesterday. Instagram insights shows

    • Zoho Commerce and Third-party shipping (MachShip) API integration

      We are implementing a third-party shipping (MachShip) API integration for our Zoho Commerce store and have made significant progress. However, we need guidance on a specific technical challenge. Current Challenge: We need to get the customer input to

    • What happens to the files created by user, whose account is deleted.

      Hello, I created a folder in the My folders names "Quote" I shared the same with my colleague. She created some files and folders in that folder over the period of 1 and half year. Now she left company, and I deleted her account from Zoho. What happens

    • Internal Error When Accessing Team Inbox.

      All our users are seeing this error in teaminbox. Because its a critical tool kindly resolve this issue ASAP.

    • Sharing URLs and direct access

      Hello, I am storing my team's email signature images on Workdrive. I am creating a public image download share and adding “?directDownload=true” so that the image can be accessed without the Workdrive interface. A few questions: 1) Can we generate friendly

    • Zoho Mail Android app update: Calendar enhancements

      Hello everyone! In the most recent version of the Zoho Mail Android app update, we have introduced various new enhancements for the calendar module. Let's explore what's new. Drag and drop events to update the date and time We have enhanced the calendar

    • Enhance Delay Configuration in Zoho Flow

      Dear Zoho Flow Support Team, We are writing to request an improvement to the delay configuration process within Zoho Flow. Currently, users are required to manually enter the exact delay duration (e.g., "2 days") in the delay block. This can be time-consuming

    • Contratação ProdutivosX

      Bem-vindo(a) ao processo de contratação da ProdutivosX. Este formulário tem como objetivo coletar informações essenciais para análise de perfil profissional, alinhamento de competências e possível integração ao equipamento ProdutivosX. A ProdutivosX é

    • Zoho Books - How to Invoke a Custom Function in Schedulers

      We have multiple schedulers that send emails to customers in batches. Currently, we are maintaining the same code across several schedulers. Is it possible to use a custom function inside a scheduler script? If yes, how can we invoke the custom function

    • Enhance Sign CRM integration

      Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and Sign

    • Unified WhatsApp Number Management in Zoho Desk and SalesIQ

      Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers

    • 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

    • Email Field Validation Incorrectly Rejects RFC-Compliant Addresses (Forward Slashes)

      I've encountered a validation issue with Zoho Creator's Email field that rejects RFC-compliant email addresses containing forward slashes, and I'm hoping the Zoho team can address this in a future update. The Issue When entering an email address containing

    • Customer ticket creation via Microsoft Teams

      Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within

    • Plug Sample #15 - Enable Human-Like, Contextual Interactions in SalesIQ with Zia Agents

      Zia Agents are conversational AI assistants designed to understand user intent and respond intelligently, helping businesses automate conversations and offer personalized support at scale. While Zia Agents are yet to be publicly released, access is currently

    • Best way to schedule bill payments to vendors

      I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have

    • Seamless Round-Trip Navigation for Related Blocks (Detail View)

      As highlighted previously in this post (and here, here, here, and here), we still lack a fundamental capability for seamless navigation in Related Blocks. The popup that appears when adding a related record doesn't exist for viewing/editing existing records,

    • Social Profile Logo Format

      Hello, I'm using Zoho Sites and am attempting to add a couple of social media accounts to my profile that aren't included in the default platforms that are available. What format is the logo required to be in? I have tried .png and .jpg with no success.

    • How to create Sepa Direct Debit XML file: solution and code

      Even though Books provides a payment integration for Stripe and Gocardless (in Europe) there are customers that want to use the Sepa services of their own bank. Mainly because Stripe and Gocardless are quite expensive. In that case they would need a Sepa

    • Traditional Spreadsheet vs Zoho Tables

      Hello everyone, This article explains the differences between Spreadsheet applications and no-code databases, such as Zoho Tables. While both tools belong to the "grid" family, the core difference lies in their purpose. A spreadsheet (such as Zoho Sheet,

    • RFQ MODEL

      A Request for quotation model is used for Purchase Inquiries to multiple vendors. The Item is Created and then selected to send it to various vendors , once the Prices are received , a comparative chart is made for the user. this will help Zoho books

    • Next Page