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.
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:
- The status of the task is updated to completed.
- 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.
- // Fetch the details of the task that's triggered by the workflow
- taskDetails = zoho.bigin.getRecordById("Tasks",task.get("Tasks.ID"),Map(),"taskscheduler__connectbigin");
- //Initialize a map to store call details
- callDetails = Map();
- callDetails.put("Call_Duration", null);
- callDetails.put("Call_Start_Time", "2025-03-04T18:00:00");
- callDetails.put("Call_Type", "Outbound");
- //Retrieve task data from the fetched task details
- taskData = taskDetails.get("data").get(0);
- //Extract task owner details
- ownerMap = Map();
- taskId = taskData.get("id");
- ownerMap.put("id", taskData.get("Owner").get("id"));
- //Assign owner details to the call record
- callDetails.put("Owner", ownerMap);
- //Assign contact details to the call record
- callDetails.put("Related_To",taskData.get("Related_To"));
- // Create a call record in Bigin
- response = zoho.bigin.createRecord("Calls", callDetails, Map(), "taskscheduler__connectbigin");
Overview of Code Logic
- 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.)
- Setup to create a call: A map is initialized to store call details.
- 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:
- The field value of Follow-up Needed is "Yes."
- 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:
- Publish your topping privately.
- 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:
- Submit the topping for review to the Marketplace team.
- 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.
Access your files securely from anywhere
Zoho FSM Video Tutorials
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Sabitha M
Sticky Posts
Building Toppings #8 - Using widgets to extend the Bigin UI
Hello Biginners, In our previous forum post, we explored schedules and workflow functions and learned how to automate real-time and time-based actions inside a topping. In this post we'll look at how to embed custom UI components inside Bigin using widgets.Building Toppings #7 - Using schedules and workflow functions
Hello Biginners, In our previous forum post, we explored install and uninstall actions and learned how to trigger custom logic the moment a topping is added or removed from an organization. In this post, we'll look at how to automate actions during regular,Building Toppings #6 - 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'llBuilding Toppings #5 - Creating and configuring custom service connections in Bigin Toppings
Hello Biginners, Integrating Bigin with external applications extends its capabilities and enables customized functionalities. In our last post, we saw how to create a default service connection. Today, we'll see how to create a custom service connectionBuilding Toppings #4 - Setting up and using connections in Bigin toppings
When building a topping to extend Bigin's functionality and connect it with third-party applications, creating and handling connections is an important step. Connections provide a secure way for your topping to authenticate and communicate with other
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Billing Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Dashboards for Customers
Is it possible to build dashboards for each customers in the community for their tickets?Collaborate Visually with Whiteboard in Zoho Projects
Whiteboard in Zoho Projects allows you to collaborate visually by creating diagrams, annotating designs, and sketching project workflows using shapes, text, and images within project modules. Team members can work simultaneously, improving productivity👍 Zoho CRM's Notes now gets Reactions and a new look
Available in SA and JP DCs. Rolling out to other DCs in phases. Hello everyone, Notes help users capture important updates, collaborate with teammates, and maintain context for records. Now with Note Reactions, users can quickly acknowledge updates, expressAdd Reauthentication Option for Zoho Bug Tracker Integration in Zoho Desk
Hello Zoho Desk Team, We hope you're doing well. We would like to request an enhancement to the Zoho Bug Tracker integration within Zoho Desk. Current Limitation: At the moment, there is no option to reauthenticate the Zoho Bug Tracker integration inFields in MS-Word Template
With the new MS-Word integration, how does one create fields in an imported MS-Word document which can then automatically be populated with an Intake Form?Displaying only unread tickets in ticket view
Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter thatZoho Bookings Flow Step not Triggering on Appointment booked
I noticed yesterday that my appointment booked flows were not triggering when we had booked appointments in Zoho Bookings. I checked the trigger and noticed the trigger values updated to be defined to a workspace and service event rather than our wholeUCP: Why We Killed the Multi-Portal Mess and Simplified Customer Self-Service
Let's talk about the multi-portal mess nobody wants to admit that it exists. Your customer needs an invoice from one app, wants a ticket update from another, and has a project waiting in a third, each behind its own login, its own UI, its own "was itZoho Tables is now available in Zoho One!
Hello Zoho One users, We’re excited to announce that Zoho Tables is now included as a part of Zoho One suite! As teams grow, managing projects, approvals, inventories, campaign trackers, and operational workflows across multiple spreadsheets become difficult.Zoho Publish is now available in Zoho One!
Hello Zoho One users, We’re excited to announce that Zoho Publish is now included as part of the Zoho One suite! As businesses grow, managing Google Business Profiles across many locations becomes challenging. Business information needs to stay accurate,📣 Ask the team behind Zoho SalesIQ: Summer '26 Q&A
Hi everyone! Following our recent webinars, Summer '26 Release: What's New in Zoho SalesIQ—where we walked you through all the new features, what they do, and how they work—and Driving the AI Evolution: Building Smarter Customer Experiences with ZohoVirtual Option for Fields
Hi, I would like to be able to choose another option other than Read-Only or Disabled, such as Virtual. And with Virtual, the field is shown on the form and avilable in rules, but NOT saved to the Database. A use case is having multiple Large Lists ofUpcoming update to field values in Zoho Books - Zoho Analytics integration
Hello Users, We'd like to inform you of an upcoming update to the tax_category values in the Zoho Books integration for Zoho Analytics from October 20, 2026. What's Changing? tax_category field values are being renamed to align with the conventions alreadyPrefix & Suffix on Single Line, Number, etc.
Hi, I would like to have the same Prefix and Suffix that was added to the Unique ID on Text and Number Fields. Use case could be as basic as temperature, as per another Idea I have to use Single Line (Text) for a number that might have leading zeros today,Announcing the new SKILL.md for Zoho CRM and the updated OAS repository!
We are introducing a new zoho-crm skill to make working with Zoho CRM Developer tools (like APIs, functions, widgets, client scripts, queries etc) easier and faster, with the help of AI in your preferred AI harness like Claude Code, Codex, Cursor, VSCodeHandle Leading Zeros in a Number Field
Hi, If I use a Number Field, set with Min 7 Digits and Max 7 Digits, and enter 0000001, it will result in 1 and an error as it removes the leading zeros, the same with entering 0012340 will result in 12340 and error. So I have to use a Text Field andIntroducing Microsoft Word Integration in Zoho Contracts
We are excited to announce a new feature that brings contract authoring and negotiation in your familiar environment — the Microsoft Word Integration. What This Integration Brings The Microsoft Word Integration connects Zoho Contracts with the MicrosoftKaizen #259 - Working with Zoho CRM APIs using zoho-crm skill
In the previous Kaizen, we introduced the zoho-crm skill and discussed how it can work with different CRM developer capabilities. The zoho-crm skill makes it easier to work with Zoho CRM without having to remember every API endpoint, request structure,How can I populate dropdown data with information from another source or app?
I want to maintain a list of items in another app (say in excel or another database) and sync those as items in a drop down menu, instead of copy pasting to import. Is this kind of a feature available?Zoho Community Digest - September 2026 | Part 1
Hi everyone, and welcome back! September opens with a strong set of updates. Zoho CRM brings workflow automation down to the subform row level and ships a new SKILL.md for AI-assisted development, Zoho Desk introduces conditional branching with AutomationTip #88 – Manage Incoming Support Requests Efficiently with the Service Queue – 'Insider Insights'
Hello Zoho Assist Community! Not every team has a dedicated IT department or a fully built-out sysadmin setup. For smaller teams, when something breaks, there's no internal ticket system to log into, no helpdesk queue to route through, and no clear wayDelete CRM Portal
How do I delete portals from my CRM? I created one just to test, it is not in use and is disabled but it's existence is preventing me from marking fields in modules as "required" unless I make it 'read/write' in the portal first. I'd rather just deleteCreating new Teams meeting from CRM doesn't enable Team functions in the meeting
Hi I'm trying to set up the meeting integration and I've seen that when I create a Meeting in the CRM and set the location to Online and the Provider to Teams, and complete the boxes, add a participant etc, whilst the meeting is created in Teams, theZoho Books | Product updates | July 2026
Hello users, We’re excited to bring you the latest updates in Zoho Books for July 2026! This month's release introduces Terminal Payments, CMP-08 filing for composition taxpayers, SEPA Credit Transfer support, and Self-Billed Credit Notes and Debit NotesCalendar invites from Contacts not being assigned to Account in CRM
Hi all It's that time of year again when I try to get calendar and meetings sorted in CRM. I have two way sync enabled. I have the option set to check for customer meeting invitation mail and to add them as meetings. However, whilst those meetings showKaizen #258 - Getting Started with zoho-crm SKILL.md
Howdy tech wizards, Welcome to a fresh week of Kaizen. This week, we are taking a look at the zoho-crm SKILL.md, an Agent Skill designed to help AI coding agents work with Zoho CRM’s developer capabilities. What is zoho-crm SKILL.md? The zoho-crm skillZoho Tables is now live in Australia & New Zealand!
Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho TablesDashboard/Component filter by probability
Hi all Can I request the ability to add a Component or Dashboard filter for Deal Probability? Would be useful to be able to see data of deals more than 60% probable. OllyStock (on-hand) Items not updated after using Composite items
Hi there, I created a Composite item (consist of 3 items). After I created the Composite item, I invoiced it and shipped the items. However the actual stock on hand of the 3items didn't change at all. Have you guys encountered this? Thank you Regards,Is there a way to show contact emails in the Account?
I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detailImportant changes for users with Zoho accounts in the UAE and other Data Centers
What's changing? Previously, the same email address could be used to create separate Zoho accounts in both the UAE data center and another Zoho data center (such as US, EU, IN, AU, JP, CA, SA or SG). With this change, an email address can be associatedConditional Layouts On Multi Select Field
How we can use Conditional Layouts On Multi Select Field field? Please help. Moderation update: Multi-select picklist fields are now supported in Layout Rules. Additionally, Layout Rules is now available in the Professional Edition. These updates haveZoho Marketing Automation WhatsApp Campaign Import Sync for Zoho Analytics
WhatsApp is a critical channel in modern marketing, yet WhatsApp Campaign metrics from Zoho Marketing Automation currently cannot be natively imported into Zoho Analytics via the default advanced analytics connector. Integrating this into the standardmerge the Multiple POs to single PO if Vendor of PO"s --in Zoho Inventory
HI Merge the Multiple POs to single PO if Vendor of PO"s are Same ----in Zoho inventory Please provide any work around to achive this .Delug script
I have been looking at auto-update a amount (home currency) field from another module. Zoho native multicurrency was used in the other module (we have 4 here). Custom script was input with no error, but the field was not updated on trigger. Script asIs there a CRM Deluge function available to convert an RTF (rich text field) to plain text (with no formatting tags)?
I know that we can run reports so that RTF fields can either show as plain text or the text or the text with the formatting fields included (which is wonderful, btw, as it helps me adjust tags when I need to troubleshoot and just see what I need to see【Zoholics Japan 2026】ITreview 口コミ投稿キャンペーンを実施します！
ユーザーの皆さま、こんにちは！ 2026年9月25日（金）開催の「Zoholics Japan 2026」会場にて、 Zoho CRM・Zoho Workplace・Zoho Mail を対象とした「ITreview 口コミ投稿キャンペーン」を実施します！ Zoholics にご来場いただく皆さま、ぜひこの機会に普段お使いの Zoho 製品について、率直なご感想をお聞かせください。 【キャンペーン内容】 対象製品： ・Zoho CRM ・Zoho Workplace ・Zoho Mail キャンペーン実施時間：Contact removed when picking ticket template.
hi new to Desk rolling out to company, replacing Freshdesk. Is there way to keep the in context contact when selecting a template? When you choose a template you lose the contact!Using IMAP configuration for shared email inboxes
Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configureGlobal Sets for Multi-Select pick lists
When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.Next Page