Creating and configuring custom service connections in Bigin Toppings

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 connection when the application you need to integrate with isn't listed in the default services.

Consider a scenario where a team uses Bigin to manage its tasks and handles project tracking and collaboration in Trello. Keeping both the applications synchronized can be a challenging task and often requires manual data entry, which increases the risk of errors. To solve this challenge, we can create a Bigin topping with a custom service connection established with the Trello application. Using this custom service connection, we can automate the process by creating a new card inside Trello each time a new task is created in Bigin.

Let's learn how to do this.

Setting up the topping

A topping needs to be created using the Bigin Developer Center; for detailed instructions on creating a topping, refer to this post.

Once you've created the topping and accessed the Bigin Developer Console, the next steps are creating the custom service connection and configuring the topping's functionality.
  1. Navigate to the Connections section in the left panel and click the Get Started button.
  1. Under the Services section, select Custom Services, then click Create Service.
  1. Fill in the required details for the custom service in the configuration screen.
  1. Enter a name for the custom service connection under Service Name; this will automatically generate the service link name.
  2. Select the appropriate authentication type supported by the third-party application from the available options: API key, Basic Authentication, OAuth 1, OAuth 2, or AWS signature.
Notes
Note:

Refer to the official API documentation of the third-party application to determine the authentication type.
  1. Each authentication type has its own set of parameters to ensure secure integration with the third-party app. For detailed instructions on configuring each authentication type and field, refer to this guide.
  2. For integrating with Trello, we'll choose API Key, which is the authentication type supported by the Trello app. For more information on getting your API key and token, refer to the Trello API documentation. Trello requires an API key and token to authenticate with another app. They have to be configured as query parameters, so set the parameter type to Query String.
  3. In the Parameter Key fields, enter the key and token, and set their corresponding Parameter Display Names to Trello API Key and Trello Token respectively.
Notes
Note:

Providing both the key and token is essential because Trello requires these two credentials for secure API access.
The key is the unique identifier for your application, and the token is a user-specific credential that authorizes our application to access and modify Trello data.
  1. Once all the required parameters are configured, click Create Service.

After successfully creating the custom service, the next step is to establish the connection with the Trello service by clicking the Create Connection button.

  1. On the following screen, provide a connection name for your Trello integration; this name will automatically generate the Connection Link Name.
  2. Once you've entered the necessary details, click the Create And Connect button to start the connection process.
  1. You'll be prompted to authenticate your Trello account using the API key and token you got from the Trello API documentation.
  2. After entering these credentials, click Connect to authenticate and integrate your Trello account with the custom service you have created.
  1. Once the connection is established, you'll be redirected back to the Bigin Developer Console. Here, you can view the details of your custom service connection, including the connection link name, confirming that the integration with Trello is active and ready for use.

This connection link name serves as a unique identifier for your integration and will be referenced in the Deluge code.

You'll also need to create a default service connection with Bigin with the scope ZohoBigin.modules.tasks.ALL to access Task details from your Bigin account.



The next step is to set up a workflow rule to automate the card creation process. This workflow will trigger whenever a new task is created in Bigin to create a corresponding card in Trello. To do this, a custom function needs to be associated with the workflow.

To configure the workflow, navigate to the Automate section in the left panel of the Bigin Developer Console and select Workflow. Create a new workflow rule within the Tasks module, setting the trigger to activate whenever a new task is created in Bigin. For the trigger condition, choose to apply the workflow to All tasks to ensure every new task initiates the automation.

Next, associate the workflow rule with a function by selecting the Function option from the Instant Actions menu.


After providing the required function details, you'll be redirected to the Deluge editor, where you can implement the logic for creating a new Trello Card.



In the Deluge code:
  1. Retrieve the details of the newly created task from Bigin using its Task ID.
  2. Extract relevant task data such as the subject (used as the task name) and description.
  3. Identify the target Trello board and the specific list where the card should be created.
  4. Fetch all lists from the Trello board and locate the list ID that matches the desired list name. For our use case, we'll be creating the task as a card in the Trello list named "Today" so that the task created on that specific day will fall under the Today list. Later, it can be moved across other lists in Trello as its status updates.
  5. Prepare the card details using the extracted task information and the identified list ID.
  6. Create a new card in Trello using the prepared details.
The code below implements the logic for automatically creating a Trello card whenever a new task is created in Bigin.
  1. // Step 1: Get task details from Bigin
  2. taskDetails = zoho.bigin.getRecordById("Tasks",task.get("Tasks.ID"),Map(),"biginandtrello__biginconnection");
  3. // Step 2: Extract task data
  4. taskData = taskDetails.get("data").get(0);
  5. taskName = taskData.get("Subject");
  6. taskDescription = taskData.get("Description");
  7. // Step 3: Trello board and target list name
  8. boardId = "KQMtdnPX";
  9. targetListName = "Today";
  10. // Step 4: Get all lists on Trello board
  11. listsResponse = invokeurl
  12. [
  13. url :"https://api.trello.com/1/boards/" + boardId + "/lists"
  14. type :GET
  15. connection:"biginandtrello__trello"
  16. ];
  17. // Step 5: Find the list ID by name
  18. listId = "";
  19. for each listItem in listsResponse
  20. {
  21. if(listItem.get("name") == targetListName)
  22. {
  23. listId = listItem.get("id");
  24. break;
  25. }
  26. }
  27. // Step 6: Check if list exists
  28. if(listId == "")
  29. {
  30. info "List with name '" + targetListName + "' not found.";
  31. return;
  32. }
  33. // Step 7: Prepare Trello card details
  34. cardDetails = Map();
  35. cardDetails.put("name",taskName + " - From Bigin");
  36. cardDetails.put("desc",taskDescription);
  37. cardDetails.put("idList",listId);
  38. // Step 8: Create Trello card
  39. createCardResponse = invokeurl
  40. [
  41. url :"https://api.trello.com/1/cards"
  42. type :POST
  43. parameters:cardDetails
  44. connection:"biginandtrello__trello"
  45. ];
  46. // Step 9: Log Trello response
  47. info "Trello card creation response: " + createCardResponse;

For details about the API endpoints and request formats used in this code, refer to the Bigin Deluge reference library and Trello API documentation.
Now, let's test whether the topping is functioning as expected. To test the topping, click Test your Topping on the top right of the Bigin Developer Console.


You can test the topping by creating a new Task in your Bigin Sandbox account and then checking your Trello account to see if a new card is created in the specified list.



In this post, We've successfully created a custom service connection between Bigin and Trello!

By using custom service connections, you can securely integrate third-party applications with Bigin and achieve your business's use cases.

Stay tuned for more posts where we'll dive deeper into additional features and best practices for developing powerful toppings in Bigin.



        • Recent Topics

        • Zoho CRM - Rename "Estimates" in CRM Finance Suite Integration to "Quotes"

          I'm not sure if it's been 2 or 3 years now since Zoho Books renamed Estimates to Quotes. I still see "Estimates" in the Zoho CRM integration. Could this be added to Translation settings so that some customisation could be made on an account by account
        • Its 2022, can our customers log into CRM on their mobiles? Zoho Response: Maybe Later

          I am a long time Zoho CRM user. I have just started using the client portal feature. On the plus side I have found it very fast and very easy (for someone used to the CRM config) to set up a subset of module views that make a potentially extremely useful
        • New Series Announcement - Ecommerce Marketing Tips

          Running an online business is more than just having a website. It’s about getting the right customers to discover you, trust you, and keep coming back. To support your growth journey, we’re launching a weekly Marketing Tips series right here on Zoho Commerce
        • Marketing Tip #7: Add a blog to your online store

          A blog is more than content. It’s a magnet for new customers. Sharing product guides, styling tips, or industry insights through blog posts builds trust and helps you rank higher on search engines. Try this today: Write one blog post answering a common
        • Kanban view on Zoho CRM mobile app!

          What is Kanban? The name doesn't sound English, right? Yes, Kanban is a Japanese word which means 'Card you can see'. As per the meaning, Kanban in CRM is a type of list view in which the records will be displayed in cards and categorized under the given
        • Allow Regular Users to Directly Transfer Ownership of Files & Folders

          Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an important enhancement related to file and folder ownership management in Zoho WorkDrive. At the moment, a regular user cannot directly transfer ownership of their files or folders
        • Triggering rules on lead conversion

          There is no field on the Rule list for rule conversion to trigger an alert on liead conversion to a potential. I assigned a rule to file on any creation or update of a lead. The lead was changed a lead to a potential but no rule was fired. Rajesh Bhadra
        • Customised Funnel

          We are running the standard plan for our ZOHO CRM. I have been asked if there is a way to combine data from the Calls module, Deals module and Contact Module into 1 funnel, similar to the view you can get when viewing Deals By Stages, you can see the
        • Trigger Zapier on Deluge Insert Into Function?

          Hello, To get around the limitation of not being able to trigger a Zapier Zap on Record Update(this would be extremely useful to be able to do btw), I have created a Deluge script to copy the data from Form A to a Trigger Form B using the Insert Into expression from a Custom Action button on a Report from Form A.  This action does not trigger the Zapier Zap whereas manually adding a record or duplicating an existing record does trigger the Zap. Is Insert Into not the same as a manual Add in the context
        • Can you inject JS in an HML+CSS+Deluge Page?

          I have an HTML + CSS + Deluge page and need just a little vanilla JS functionality. However, it seems like Zoho Creator does not allow that. I'm required to create a JS widget. Is this correct? If so: 1. Won't this quickly consume my API limit if there
        • Zoho unified inbox

          The new changes have definitely improved things for switching between accounts.  But zoho still desperately needs a unified inbox.  It sucks to have to enter filters and folders for each and every inbox.  This seems like such a simple thing, i wonder why Zoho hasn't done it?
        • Best Practice for Penny Rounding & FX Adjustments in Zoho Books

          Hi everyone, I’m just looking for some clarity on the correct way to handle very small rounding differences in Zoho Books when dealing with foreign-currency payments. What I’m currently doing: • I enter the supplier bill exactly as shown. • When paying
        • Is there a problem with sharing workdrive files with links since last night?

          As per title, we can't access folders/files through share links since last night. I created ticket but we need quick solution and didn't hear back from the support yet. The files are still accessible by the main account but all zoho files that we are
        • Enable Screen Recording in Zoho WorkDrive Mobile Apps (Android & iOS)

          Hi Zoho WorkDrive Team, How are you? We are enthusiastic Zoho One users and rely heavily on Zoho WorkDrive for internal collaboration and content sharing. The screen-recording feature in the WorkDrive web app (similar to Loom) is extremely useful- however,
        • Production Management Tool (MRP / BOM)

          Hi Guys, is there any recommended App available that works with zoho and covers the needed applications for a production? What we need is a system that covers the BOM (bill of materials), MRP (material ressources planning), MRP II (manufacturing ressources
        • Bug in Zoho Cliq Signup Flow – "%s" Placeholder Visible Instead of Product Name

          Hi Zoho Team, I would like to report a UI bug in the Zoho Cliq signup/enable flow. During the step where Cliq asks to enable the product for the company, the following text appears: Great! Your company is already available in Zoho, so you just have to
        • Exporting tickets

          I went to Setup -> Organization -> Import/Export in order to export tickets but found 2 issues: 1. The email body never gets exported. 2. There are some large numbers (like 5.57E+16) under certain columns of the exported CSV file. I could not find any export options. Please can you help with this?
        • Copy field information to clipboard

          I need to be able to transfer some field information in to the clipboard, so that I can then paste it in to our helpdesk system. Is there a way I could add a button to a detail report that does this?
        • Issuing reconciling a bank statement

          HELP! I'm trying to reconcile a bank statement. The prior month reconciled perfectly. Beginning balance is correct yet I'm off by the same amount each time. Both myself and my office manager, separately and together, have tried to complete this reconciliation
        • Detect and ignore bots in visitors

          The SalesIQ visitor numbers are basically useless to us because there is no bot detection. We get the same bots coming in from the same countries looking at the same pages every day. It can't be that difficult to tell the difference between an actual
        • Add Real-Time Microphone Audio-Level Indicator During Screen Recording

          Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an important enhancement to the Zoho WorkDrive screen-recording experience. Current Limitation: During a recording session, there is no visual indication that the microphone is
        • Zero Personalization of the File Sharing Experience

          By now (2025) this is the maximum level of personalization available for a Zoho sharing link. We gently asked Zoho if we could modify at least the background, and they replied that it cannot be customized. We're truly disappointed – and surprised every
        • Request for Solution to Reverse $500,000+ FY2024 Inventory/COGS Discrepancy in Zoho

          Dear Zoho Support Team, I hope you are doing well. We are contacting you regarding a significant discrepancy in our financial data within Zoho Books/Inventory, and we urgently need your guidance on how to correct and reverse these issues. After reviewing
        • Two factor authentication for helpdesk users

          The company i work for wants use the helpdesk site in Zoho desk, as a place for their distribution partners to ask question and look for information about our product. The things there is suppose to go up there is somewhat confidential between my company
        • Kiosk can't merge picklist or multiselect

          There is no ability to load a multiselect or picklikst field into a kiosk with the values that have been previously selected. So, I essentially have 3 unacceptable options: 1.)Load the value into a text string and include instructions like this: "Picklist
        • AGE field from DATE OF BIRTH Field.

          HI! I have a field called date of birth in my CRM (LEADS, CONTACT etc…)     How can I know the AGE today   I would like to create a field AGE. I now how to create a field but I don´t which calculation (CUSTOM FUCTION) to make ¿ANY HELP?
        • How to update/remove file in zoho creator widgets using javascript API

          Hi Team, I have developed a widget which allows inserting and updating records I have file upload field with multiple file upload. Now while doing insert form record, I am using uploadFile API to upload files for that record. I am using updateRecord API
        • Announcing new features in Trident for Windows (v.1.34.4.0)

          Hello Community! Trident for Windows just got better! With this update we have features that make your daily work easier and more efficient. We've added some features that are exclusive to our app and we're sure you'll find them useful. Let’s dive into
        • Report Hover Setting

          Would be great if we will able to show information to the user while hovering a record in a report.
        • Vertical images displayed as horizontal

          Some pictures that originally are in vertical position are displayed in horizontal after the upload. It seems that system rotates them by 90 degrees. How can I fix this issue?
        • Plug Samples #12: Verify Customer Mobile Numbers with OTP to Avoid Spam Entries

          Hi Everyone! Verifying customer information is critical in business to filter out junk data and spammers. Whether it’s lead generation, appointment booking, or any other operation, ensuring quality data is essential for driving meaningful outcomes. A
        • Zoho Desk iOS app update: Saved filters and sort options

          Hello everyone! Saved filters created on the web(desk.zoho.com) for tickets are now accessible on the Zoho Desk iOS app. You can easily rename, delete, or clear filters on the go. We have also introduced Sort options on the ticket listing screen, allowing
        • Big Things Just Dropped in the SalesIQ Universe: Top Upgrades You’ll Love in Nova’25

          Nova'25 has landed, and it’s packed with meaningful upgrades to help you engage smarter, work faster, and scale with ease. Whether you're into proactive messaging, smarter automation, or better admin control, there's something here for everyone. Here's
        • Time Entries in Analytics

          I am trying to import a zoho sheet into zoho analytics. In my sheets one of the columns has "time Entries" in this "format HH:MM am/pm" example 11:00 PM. After import, i noticed that analytics converted the time to "00 Jan 1900 23:00:00".. how do i maintain
        • Amazon invoice in Zoho Books

          I have just made my first few sales on Amazon India. Amazon Seller account generates invoices for the sales made on Amazon. These invoices are sent to customers also. Now when I was only making offline sales, I used to create Invoices in Zoho Book. Now
        • Zoho Creator Upcoming Updates - November 2025

          Hello everyone, Welcome to your monthly roundup of new features and enhancements! We hope you've already taken a look at Release Projection 2—it details the features coming your way for the rest of the year. And this month, we're excited to start rolling
        • Zoho Webinar + HubSpot : Simplifiez la gestion de vos données de webinaires

          Les webinaires sont aujourd’hui essentiels pour interagir avec vos prospects et vos clients. Cependant, la gestion des données entre plusieurs plateformes peut vite devenir complexe. Grâce à la nouvelle intégration entre Zoho Webinar et HubSpot, vos outils
        • I am trying to give access to one of our educators access to 3 forms in Zoho and she is not able to view the data - Access issue

          Hi Team, When I try to provide read access to one of our educators on Zoho for Pre-training , post training and Impact survey forms submit form access which also allows them to read , it does not show them data
        • How to book GST paid in zoho books

          hi, i am a new user to Zoho books and not able to book GST paid in books, kindly suggest how i can book it in books. thanks, siddharth
        • PUNJAB NATIONAL BANK (CORPORATE) INDIA - NOT AVAILABLE IN BANKING

          Dear sir, Kindly fix it. PUNJAB NATIONAL BANK (INDIA) is available but PUNJAB NATIONAL BANK (CORPORATE) is not available. Kindly enable this banking since we need to categorize the entries. Regards, Sanjay Jena email id/ user id : travewithmerchant@
        • Next Page