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!

<<Previous                                                                                                                                                                            Next>>
      • Recent Topics

      • Is anyone else experiencing downtime on Desk?

        Desk is slow/crashing and not stable the last couple of hours. Is anyone else experiencing the same issues?
      • Push Notification for New Bookings in Zoho Bookings App

        when a someone schedules an appointment through the booking page, is there any option to receive a push notification in the mobile app?
      • Data Import into Zoho Forms

        Hi everyone, I am migrating several Google Forms into Zoho Forms. I can recreate the forms, but I also need to bring over historical response data currently stored in Google Sheets. I want to keep using that data inside Zoho for analysis, reporting, and
      • Add Native GitHub Pull Request Creation & Management from Tasks/Bugs

        Hi Zoho Projects Team, I am submitting a feature request to enhance our development lifecycle by enabling native GitHub Pull Request (PR) creation and management directly within Zoho Projects. The Current Limitation: Currently, the GitHub integration
      • Cross Module Filtering – Use Fields from Lookup modules in Custom Views criteria and Advanced Filters

        Hello everyone, Zoho CRM now enables you to achieve deeper filtering of records in a module, using fields of a lookup, thereby enhancing your data management experience manifold. This filtering based on lookup module fields is now available in advanced
      • Extend GitHub Commit Integration to Tasks in Zoho Projects

        Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding the current GitHub integration in Zoho Projects, specifically the ability to link commit information. Current Limitation: As of now, Zoho Projects
      • Zoho Projects API requests limit question

        Hello, Regarding the API request limit of 100 requests per 2 minutes, I have implemented a control mechanism which, if the limit is reached, will wait the required amount of time before sending new requests. However, this mechanism seems to be failing,
      • What is the esacalation email for Zoho Support/ Zoho One/ Zoho Workplace ?

        Hello, My business has been stalled due to Zoho duplicating workdrive with switching on zoho one trial. There are two workdrives - one with my files mapped to workplace and one empty mapped to zoho one.-- integrationg programs are super consfused and
      • How to show Assemblies AND component items in a report

        Hi Is there any way in Analytics to create a report that shows the Composite Item AND the Component Items with mapped quantity? It seems that the component item is not exposed in any table that I can find. Also, the same question but for Stock on Hand.....this
      • How can I use the API to add a drop-shipping address to a sales order for one-time use?

        I need to be able to add a drop-shipping address for one-time use to a sales order via the API. Adding every such address to the contact (customer), then feeding the shippingaddress_id into the sales order, is not an acceptable approach; we have some
      • Mass Update Option for Changing Work Order Owner

        Hello FSM Team/Mr. Abid, We would like to inquire if there is an option to mass update or bulk change the Owner of Work Orders in Zoho FSM. Current Situation: At the moment, the Owner of a Work Order can only be changed individually, which becomes time-consuming
      • Make and receive calls from Bigin's Android app

        Hello everyone! We're happy to announce that Bigin's Android app (version 2.0.0) now supports built-in telephony, RingCentral, and Zoho Voice, all of which enable users to make and receive calls from the Bigin app. You can only configure the telephony
      • Account Watchlist: Order of accounts in the watchlist

        Is there a way we can sort the order in which accounts are shown in the accounts watchlist in Zoho Books dashboard?
      • GST composition scheme dealer - treatment for client expenses reimbursement

        Hello, I am new to GST and need your help. I am registered as a composition dealer and attract 6% gst charges. In bill of supply, there are also expenses done on behalf of client for which I seek reimbursement AT ACTUAL with NO MARKUP. As I understand,
      • Zoho Books: tax is not automatically pulled from product-data anymore - why?

        Hi, until a short time ago, you could set a default taxrate for each product/item. This taxrate automatically appeared each time the item was chosen in an invoice or quote. Why does this not work anymore? The field is still there at the product record,
      • Kaizen #237 - Zoho CRM APIs: GraphQL & COQL- When to use which?

        Hello everyone, Welcome to another week of Kaizen. This Kaizen post discusses Zoho CRM GraphQL APIs and COQL APIs and is meant to be a decision guide on selecting between them. It aims to help developers to choose the most efficient approach in different
      • Introducing SlyteUI : From Idea to a Working Interface in Minutes

        Hello everyone! Are you spending hours building basic UIs? Does even the smallest customization feel like a major task? CRM customization should feel intuitive and straightforward, not time consuming or exhausting. SlyteUI makes this possible by simplifying
      • Deluge Update Function

        I am struggling to get this function to work no matter what changes I make - this is the constant error (my code is 30 lines long): Data type of the argument of the function 'get' did not match the required data type of '[BIGINT]'at lineNumber 31 I am
      • MS Teams integration

        I followed all the steps to configure the bot chanel notifications, for all events. All configuration worked fine, without issues, but I don´t recevie any notification in the Teams chanel. Must I configurate aditional permission set in MS 365 or Zoho
      • Add a way to connect Log360 Cloud logs with Zoho analytics

        Hi, Several month ago Log360 Cloud was added to zoho one - and this is great. But as far as I see there is no prebuilt way to connect Zoho analytics to the logs we have in Log360 Cloud. Please add a prebuilt connection like we have for so many other zoho
      • Option to Convert Request to a Specific Work Order (Parent WO Linking)

        Hello FSM Team/Mr. Abid, We would like to inquire if it is possible to convert a Request into a specific existing Work Order (as a child or linked Work Order) instead of always creating a new one. Context: An inspection/emergency Work Order is completed
      • Automation of CRM Items to FSM Work Order (Parts Section)

        Hello FSM Team, We would like to inquire about the possibility of automating the transfer of item details from CRM to FSM Work Orders (Parts section), specifically for LPO WO Job type. Currently, in CRM, we have detailed item information including: 1.
      • Multi-Select Field Option Limit Inquiry

        Hello FSM Team, We would like to inquire about the limitation of the Multi-Select field in Zoho FSM. Currently, the system allows a maximum of 10 selectable options, and we encountered the message: “Option count more than allowed count of 10.” Issue:
      • Introducing Product Catalog in Bigin

        Greetings, I hope all of you are doing well. For many small businesses, sharing products and collecting customer interest often involves multiple tools, manual follow-ups, or even building a full ecommerce website. To address this challenge, we're excited
      • Creating a stakeholder register for a Project

        Should we connect and/or associate Projects to Contacts to build a stakeholder register? If a Contact is associated to more than one Project and has different roles across the Projects, what is the best way to parse this information?
      • Whatsapp Limitation Questions

        Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based
      • Displaying Rate Inclusive of GST per unit

        Hello, Currently when I enter the pricing of a line item it shows the overall amount (price including tax * quantity). I would like to see price/unit inclusive of GST. Is there any way to simplify this and to be able to view it? I've attached my current
      • Announcing Zoho Sheet desktop app for macOS and Windows (Beta)

        Hello Sheet users, We know you’ve been waiting for this one. It has always been the top priority on our roadmap to provide a single native desktop app for macOS and Windows that works both online and offline. Today, we are excited to announce that the
      • Allow Zia Agents using Zoho One Account

        When I went to try Zia Agents, it forced the creation of a new, separate account. This seems counter-intuitive to me. I don't want to manage a separate account. Plus, aren't Zoho One users the ones most likely to adopt Zia Agents most quickly? It seems
      • Adding Custom Status Options in Work Order Action Menu

        Hello FSM Team, We would like to inquire if it is possible to add more custom options in the Work Order action/status dropdown (e.g., Cancel, Terminate, Non-Billable, Void, etc.). Currently, the available options are limited, and we are unable to customize
      • 商談の特定ステージ選択時に、集計項目の入力を必須化したい

        こんにちは。Zoho CRMの商談管理で以下を実現したいです。レイアウトルールでは、集計項目を条件に選択できず実現できておりません。よい方法があればご教示いただけると嬉しいです。 ■やりたいこと 商談で特定のステージに変更する場合に、特定の集計項目(同じ商談データ内の項目。以降、集計項目Aとする)を入力必須化したい。 ■概要、状況 ・集計項目Aは、別のオブジェクトで、商談に関連する月ごとの売上を集計している数値項目 ・見積を顧客に提示した際に、集計項目Aに見積金額と一致するようにデータ登録する運用をしている
      • Bank Fees - Allow User to Choose Expense Account

        Bank fees from Customer Payments can only be debited against the system Bank Fees account due to hard-coding. The user should be able to select which expense account those fees are debited against. The use case is pretty straightforward. A business like
      • How do I change the account bank charges are charged to?

        I want bank charges charged to my Credit Card Fees account. Is there a way to do this?
      • Zoho Tables - Form default entry

        How so I set a form field to be populated with an entry from another table? I created a view on my source table limiting the results to just the one thing I want to see. When adding a Client via my Add Client form, I want the Client Type field to already
      • Feature Request: Estimated Delivery Date Display on Product Pages

        Dear Zoho Commerce Support Team I am writing to submit a feature request that I believe would greatly benefit all Zoho Commerce merchants: the ability to display an estimated delivery date directly on the product page. Today's e-commerce customers expect
      • Automated Sales Order Fulfillment Based on Inventory Availability (Allocation / Commitment Modes)

        Hi everyone, I recently reached out to Zoho Inventory support regarding a workflow challenge and wanted to share both the issue and their response here for visibility. Zoho confirmed: “Zoho Inventory does not currently support automatic notifications
      • Set Mandatory Lookup Fields in Ticket Layout

        I added a custom module called 'Site' in the desk. I also added a lookup field 'Site' in the ticket layout. Now, I want the 'Site' field to be mandatory in the blueprint transition. How can I do that?
      • Properly Capture Dropdowns & Hover Elements When Recording a Window/Tab

        Hi Zoho WorkDrive Team, Hope you are doing great. We encountered a limitation when recording a selected window or browser tab: Certain UI elements, such as dropdown lists, hover menus, and overlays, are not captured unless we record the entire screen.
      • Followed Tickets view

        Hello, following a ticket makes no sense at all / offers no additional value.... Of course I can install and use the add-on My Followed Tickets for Zoho Desk, but what does it do for me? Not much! It cannot be used across departments! The range of functions
      • Mail Merge preview won't load

        Hello! One of our users has not been able to use mail merge templates in CRM as the preview screen does not load. We have many templates for one of our custom modules and the users are used to this feature and have been using it for years without any
      • Next Page