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

    • Update related module entry Zoho Flow not working with custom module ?

      Hi everyone. I am facing an issue here on Zoho Flow. Basically what I am doing is checking when a module entry is being filled in with an Event ID. Event is a custom module that I created. If the field is being filled in I fetch the contact with its ID

    • How to disable time log on / time log off

      Hi We use zoho people just to manage our HR Collaborators. We don't need that each persona check in and out the time tracker. How to disable from the screen that ?

    • Dealing With One-Time Customers on Zoho Books

      Hello there! I am trying to figure out a way to handle One-Time customers without having to create multiple accounts for every single one on Zoho Books. I understand that I can create a placeholder account called "Walk-In Customer", for example, but I

    • Zoho Flow - Add to Google Calendar from trigger in Zoho Creator App

      Hello! New to Zoho Flow, but I believe I have everything setup the way it should be however getting an error saying "Google Calendar says "Bad Request". Any idea where I should start looking? Essentially some background: Zoho Creator app has a trigger

    • Email authentication

      أريد التحقق من البريد الإلكتروني

    • What’s New in Zoho Analytics – December 2025

      December is a special time of the year to celebrate progress, reflect on what we have achieved, and prepare for what’s ahead! As we wrap up the year, this month’s updates focus on refining experiences, strengthening analytics workflows, and setting the

    • Marketing Tip #12: Earn trust with payment badges and clear policies

      Online shoppers want to know they can trust your store. Displaying trust signals such as SSL-secure payment badges, return and refund policies, and verified reviews shows visitors that your store is reliable. These visual cues can turn hesitation into

    • The improved portal experience: Introducing the template view for inventory modules, enhanced configurations, and PDF export support

      Availability: Open for all DCs. Editions: All Hello everyone, You can now achieve a seamless, brand-aligned portal experience with our enhanced configuration options and the new template view for inventory modules. Your clients will now be able to view

    • Zoho Analytics Bulk Api Import json Data

      HI, I’m trying to bulk-update rows in Zoho Analytics, and below are the request and response details. I’d like to understand the required parameters for constructing a bulk API request to import or update data in a table using Deluge. Any guidance on

    • Project Management Bulletin: December, 2025

      The holiday cheer is in the air and it’s time to reflect on the year that was. At Zoho PM Suite, we've been working behind the scenes on something huge and exciting all year and now we are almost ready—with just a bit of confetti—for our grand release

    • Inventory batch details

      Hi there, I'm trying to get the batch details of an item, here's what I've done so far. I've sent cUrl request to the below endpoint and I get a successful response. Within in the response I find the "warehouses" property which correctly lists all the

    • Auto check out after shift complete

      i'm just stuck here right now, i wanna know how to do this thing, now tell me, how can i configure a custom function that runs after complete shift time if employee forget to check-out ?

    • How to create a flow that creates tickets automaticaly everyday based on specific times

      Hi guys Does anyone know how to create a flow that will create tickets automaticaly in ZOHO Desk when a certain time is reached. Im havin a hard time configuring a flow that will create tickets automaticaly everyday during specific hours of the day For

    • ZOHO FLOW - ZOHO CREATOR - ZOHO WRITER : Get Related records

      Bonjour, J'ai besoin que vous m'ajoutiez la solution "Get related Records" dans la liste de choix de zoho creator (sous Zoho flow). En effet, j'ai besoin de récupérer les champs d'un sous formulaire pour l'ajouter à l'impression de mon document. Mer

    • Will zoho thrive be integrated with Zoho Books?

      title

    • Connecting email for each department in ZohoDesk

      Hi! Could someone help me to go through connecting emails for each department?

    • How do I trigger a Flow based on a campaign response?

      Is there a way to trgiider a Zoho Flow based upon a lead opening an email sent via Zoho Campaigns? I see that the data is recorded in the 'Campaigns' section of Zoho CRM under 'Member Status' and I want to trgigger a flow based upon that record changing.

    • All Zoho Flows are filtered

      My two flows operate perfectly when I run them as a test, but when they're activated each run ends with a status of neither success, nor fail, but filtered. I haven't set up any filters. I don't see where to turn off filters. When I test run on a sequence

    • Creating Multiple Items on Sales Order

      Hi, I’m trying to automate some processes using Zoho Flow, specifically the creation of sales orders in my Zoho Inventory. However, Zoho Flow's Create Sales Order function can only add one item. I would like to include multiple items in a single sales

    • Problem Connection from Zoho Flow and Gravity Form

      I obtained my API key from Gravity Forms via WordPress. However, when I enter my Zoho Flow, it states: Gravity Forms says, 'You are not authorised to access the API." I tried recreating a new API key, but it is still not working.

    • Eventbrite Email Field in Zoho Flow Returns "Info Requested" Instead of Actual Email

      Hi Zoho team, I'm using Zoho Flow to connect Eventbrite with Zoho CRM. My goal is to automatically add event attendees as leads in Zoho CRM. I’ve set up the flow and mapped the ${trigger.profile_email}} field to the Email field in CRM. However, I'm running

    • "Invalid value passed for Product ID" Error in Zoho Flow "Create Sales Order" Node

      Hello Zoho Community, I’m facing an issue with Zoho Flow while trying to create a sales order in Zoho Inventory using the "Create Sales Order" node. Here’s a detailed explanation of my setup and the problem: What I’m Trying to Achieve I’m building an

    • Associating Project with an Account via Flow

      I'm using flow to create a Project based on a Deal status update using flow. The fields exist to pass the Account Name through properly, but when you view the Projects module in a CRM Account Record it doesn't automatically associate the new Project Record

    • How to follow up a member in a meeting?

      Hello, I make weekly meeting online with a lot of people. I want(I've been using calendly to do it). I want to do a follow-up to it. I want to send messages via Zoho-flow to all the member that participated in the meeting. How can I do it?

    • Setting Delays in Invoice Reminder Flow

      I am currently working on a flow that sends reminders for unpaid invoices. The flow is designed to delay actions until specific intervals before the due date: A reminder should be sent 7 days before the due date. A second reminder should be sent 3 days

    • Get Sales Orders Related to Inventory Item

      Dear Team, I'm just wondering if there is a way to get a list of all Sales Orders related to a specific Inventory Item. I did search all articles but couldn't find any article that could help.

    • Endpoint Central Cloud Asset Update from Fresh Service

      All, Does anyone use the asset management feature in Fresh Service? I'd like some help on building a flow to update asset attributes in Endpoint Central Cloud based off of an update to that same asset in Fresh Service. The trigger is "asset is updated"

    • Zoho Flow Export to Deluge

      It would be great to take a user built zoho flow and export the entire flow as a deluge script including having multiple connected applications (showing the API connections and webhooks) and different functionality in the other applications interacting

    • Action Iteration/Loop using Zoho Flow

      Trying to use Zoho Flow for automating following Context - A zoho form entry which has image upload field with upto 5 images setting and files are saved into Workdrive. After form is submitted need to create folder based on some fields and move files

    • Zoho Flow - Unable to evaluate formatDate with Zoho Invoice Date Field for Calendar Integration

      Hello Community, I'm trying to automate the creation of all-day events in Zoho Calendar whenever a new invoice is created in Zoho Invoice. I'm using Zoho Flow for this automation. My Goal: When an invoice is created with a specific "Event Date," I want

    • Zoho Inventory Sales Order Items

      I'm trying to build automation using Zoho Flow to add items to a Sales Order. In the automation options for both "create sales order" and "update sales order", The item ID is required. However, when I update the Sales Order, it's just replacing the item

    • Permissions for Azure Devops connection

      I am trying to set up a connection with our Azure DevOps org but it keeps giving me this error. On Azure I should be able to have admin-level access to everything. Can you please point me to which permission this is checking for so I can enable it?

    • Best way to start zoho inventory with bulk openning stock

      We are already using zoho book since long time for cars trading company. Now to streamline more, would like to import the excel data of closing stock of inventory to zoho inventory and to start on. Since we need to track each VIN (unique vehicle id number)

    • My IMAP mail suddenly stopped working

      On my iPhone and iPad, IMAP stopped working for my Zoho account with the error "User name or password incorrect" and "Invalid credentials failure" however I was able to access via web with the same credentials. Also stopped working on Apple Mail client.

    • Confused by the distiction between matched and categorized when reconciling a bank statement an how to

      I used to use quickbooks. In quickbooks, it was possible to use the check writing feature to add an expense that was on the bank statement that did not go through the AP and check writing process. I would write a check, assign it a number like etf (for

    • Not Receiving OTP • https://voters.eci.gov.in/home/family

      Hello Customer, Greetings from Zoho Mail. Upon a detailed review of our delivery logs, we can confirm that other Zoho Mail users are successfully receiving OTP emails from eci.gov.in. However, in your specific case, it appears that the OTP emails are

    • WorkDrive for Excel Add on

      Dear Sir/Madam Have installed Workdrive for Microsoft add on But unable to view the same added in Excel

    • 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

    • Zoho Calendar s’enrichit avec une intégration à Zoho People et Zoho Cliq

      Les journées de travail ne se déroulent jamais exactement comme prévu. Une conversation informelle devient une séance d’échange d'idées, une absence modifie un planning, et votre agenda se retrouve vite décalé par rapport à la réalité. Chez Zoho Calendar,

    • Holidays

      Hi; For defining Holidays, you need to add logic to handle the year as well as the month & day. We need to be able to enter Holidays for the next year. I need to add a holiday for January 2, 2017, but I can't until January 1st, which is a Sunday and we

    • Next Page