Trigger actions in third-party apps using Zoho Flow

Trigger actions in third-party apps using Zoho Flow

Greetings,

I hope you're all doing well. We're excited to share an enhancement to Bigin's workflow capabilities. Zoho Flow Actions are now available in Bigin, enabling you to automate tasks across third-party applications directly from your workflow and stage automation rules.

Zoho Flow is a no-code integration platform that connects cloud apps and automates data exchange between them, allowing you to trigger external actions, like sending messages, creating records, or notifying teams—when an automation is triggered in Bigin.

As part of this update, the Workflow and Stage Automation menus are now organized under Setup > Automation > Automation Rules, along with the newly added Zoho Flow Actions.

To support this enhancement, we've refined automation permissions; what was previously a single-grouped permission is now split into clearer, more specific controls.

Permission
Description
Manage Automation
Users have full control over workflows and automation rules.
Manage Flow Connection
Users can edit/delete connections created by other users.
Access Flow Connection
Users can create/use only their own connections; cannot modify others'.
 
If the Manage Flow Connections permission is enabled, Access Flow Connections will be automatically enabled as well. However, you can also choose to enable only Access Flow Connections if needed.


These permissions are enabled by default for Administrator and Standard profiles.

Businesses often rely on multiple applications to manage their sales, communication, invoicing, and support processes. Until now, executing tasks in these external apps required switching tools or setting up custom integrations.

Zoho Flow Actions eliminates these challenges by allowing you to:
  • Perform tasks in third-party apps directly when something happens in Bigin.
  • Build cross-app automations without external connectors or coding.
 
A credit is consumed each time a Zoho Flow action is successfully executed. Every month, you're charged based on the total number of credits used in the previous month.
  • Free credits: Each account starts with 100 free credits every month. You won't be charged for these first 100 credits.
  • Additional credits: Once the free credits are consumed, you'll be billed for any additional credits used. Admins can set a maximum cap on how many additional credits can be consumed per month. 
For example, even if you set your maximum cap to 20,000 credits and you end up using only 10,000, you'll be billed only for those 10,000 credits. You can check your credit usage in the store.

You can purchase up to 500,000 credits. If you require more, you can contact support@bigin.com.
 
Availability:
  • Available only for paid editions of Bigin.
To learn more about Zoho Flow Action, please refer to this help document.

That's all for this enhancement. We sincerely hope you find these improvements useful. Please give them a try and leave your feedback in the comments section below. Watch this space for future announcements.

Thanks and have a good day!
 




        • Recent Topics

        • One Contact with Multiple Accounts with Portal enabled

          I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and

        • User Automation: User based workflow rules & webhooks

          User management is an undeniable part of project management and requires adequate monitoring. As teams grow and projects multiply, manual coordination for updating users & permissions becomes difficult and can give way to errors. User automation in Zoho

        • Default Ticket View - Table?

          Guys, We mostly use the table view to queue tickets. Maybe I am missing it - but how can I set that view as 'default" for all our agents? Thanks JV

        • Zoho One IS BUGGY

          Here are some things that just don't work: - Disabling applications from certain Spaces - Adding users (probably only for me) - Renaming applications in Zoho One Portal (fixed by now) - Reordering applications in Spaces When I try to reorder: It feels

        • Merge Fields that previously worked are now giving an Error!

          Saving a URL Link button on the Deal module. The below fields used to save without issue at all, but now produce an error of "URL contains unsupported merge field!" ${Contacts.Mailing Street} ${Contacts.Mailing City} ${Contacts.Mailing State} ${Contacts.Mailing

        • Clarification on Zoho Forms 1-User Plan: Multiple Submitters and Approvers

          Question Content (Copy–Paste Ready) Hello Zoho Team, I would like clarification regarding Zoho Forms pricing and user limits. I am planning to subscribe to the ₹700/month (1 user) plan. My use case is as follows: Only 1 person (myself) will create and

        • App for Mac OS X please!

          It would be awesome to have a mail app for Mac OS X that included all the cool features such as steams, calendar, tasks, contacts, etc. Most people prefer native apps, rather than running it through a web browser. I know that we can use the IMAP, CalDAV,

        • Facing Issues with Sites Mobile font sizes

          my page renediaz.com is facing issues mobile view, when i try to lower font sizes in home page, instead of changing the size, it changes the line space

        • Zoho Books Payroll

          How am I supposed to do payroll and pay my employees with Zoho Books? I think it's pretty strange that an accounting software doesn't have the ability to perform one of the most common functions in business; paying your employees. Am I missing something,

        • Canvas templates can now be shared with different CRM organizations

          ----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help

        • Change Last Name to not required in Leads

          I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

        • creating an alias

          your instructions for creating an alias are wrong. there is no add alias in my mail account. also i dont have a control panel link just a settings link how do i really make an alias

        • Reply to Email for SO/PO

          Hello, We are new to Zoho Books and running into an issue. Our support@ email is our integration user. When our team is sending out PO/SO's we are updating the sender email, but for some reason many of our responses are coming back to our support@ email

        • ZOHO Payroll Canada

          Any plans on the roadmap for Canada?

        • Zoho Books Sandbox environment

          Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a

        • Multi-currency and Products

          One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each. There

        • ZOHO Writer Folders

          Hi We would love to have ability to create folders on the left hand side. We would then be able create and store our documents within each folder Hope you can provide this feature soon ! dux.centra

        • How can Data Enrichment be automatically triggered when a new Lead is created in Zoho CRM?

          Hi, I have a pipeline where a Lead is created automatically through the Zoho API and I've been trying to look for a way to automatically apply Data Enrichment on this created lead. 1) I did not find any way to do this through the Zoho API; it seems like

        • Escalation request: organization merge and data export (Ticket [154609577])

          Hello Zoho Team, I am posting here because my support ticket has not received substantive responses through the usual channels. Summary of the issue (ongoing for three weeks): I requested assistance with a data migration and a merge of two Zoho organizations.

        • Different form submission results for submitter and internal users

          I'm looking for suggestions on how to show an external submitter a few results while sending internal users all the results from the answers provided by the external user. The final page of our form has a section with detailed results and a section with

        • Formatting and slow

          Creating campaigns are difficult.  I'm fairly computer literate but some of the way Zoho Campaigns formatting works is painful.  Images fail to upload or are very slow. To top it off, syncing the contacts is a pain as well as temperamental links to create Segments. At this rate I'm afraid we might need to migrate back to Mailchimp.

        • Boost your Zoho Desk's performance by archiving tickets!

          The longer your help desk operations are, the more likely it is to accumulate tickets that are no longer relevant. For example, ticket records from a year ago are typically less relevant than currently open tickets. Such old tickets may eventually lead

        • Paste emails to create segment

          We are moving over from Mailchimp to ZOHO. However Mailchimp allows me to create a segment by pasting in emails from excel (or importing a .csv) can I do the same in Mailchimp?

        • Getting the Record ID of a form once it is submitted - so that form can be edited later

          In Zoho Forms, where can I access the record ID of a form once the form is submitted? - Record ID is not available in webhook payloads - It is not available to form fields, including in formulas - It is not available as a parameter in a thankyou page

        • Auto-Generate Line Numbers in Item Table Using HTML & CSS Counters (Zoho Books & Zoho Inventory Custom Templates)

          <div> <style> /* Start counter from 0 inside tbody */ tbody#lineitem { counter-reset: rowNumber; } /* Increment counter for each row */ tbody#lineitem tr { counter-increment: rowNumber; } /* Show counter value in first column */ tbody#lineitem tr td:first-child::before

        • Possible to define default font and size in Zoho Campaigns?

          Is it possible to define a default font (font, size and colour) for the text, H1 and H2 in Zoho Campaigns? For example: In a campaign, I add a text block, and the text is automatically century gothic, size 11, grey (6f6f6e) by default? Thank you!

        • Zoho Sites - General Feedback

          Hi Everyone-- Quick question for discussion: is it me or is working with Zoho Sites like entering the Twilight Zone? I've built many sites over the years, but this platform seems impossible. I've spent an entire day and a half trying to get a simple one-color

        • Zoho People & Zoho CRM Calendar

          Hi, Does anyone know if it is possible to link Zoho People and the calendar in CRM? I would like when holidays are approved they automatically appear in the calendar on CRM. Thanks 

        • File Upload field not showing in workflow

          Hi, I have added a field on Zoho CRM. I want to use it in a workflow where that particular field is updated based on another field, however it is not showing up in the field list to select it in the workflow. Why is this please?

        • You cannot send this email campaign as it doesn't have any eligible contacts in the selected mailing list. You can try adding contacts or choose other mailing lists.

          please help

        • Strengthening the capabilities of CommandCenter in Zoho CRM Plus

          When you look at the prospect-to-customer journey in most businesses 10 to 15 years ago, it was relatively straightforward. Many of us remember walking into a store, sharing our requirements with a sales associate, reviewing a few options, and making

        • World date & time format

          Hello, Is there a timeline to get the worldwide used date and time format ? I mean not the american one... I mean day month year, and 24 hours clock. Regards

        • Announcing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.

          Hello all We are back again with more enhancements to Kiosk. So what's new? Enhancements made to the Components Add titles for your Kiosk screens and adjust its width to suit your viewing preferences. Three new fields can be added to your screen: Percentage,

        • Any recommendations for Australian Telephony Integration providers?

          HI,  I am looking for some advice on phone providers as we are looking to upgrade our phone system, does anybody have experience with any of the Australian providers that integrate with CRM Telephony? So far we are looking at RingCentral and Amazon Connect, and would love to hear feedback on any of the other providers you might have tried.  Thank you

        • Zoho Campaigns Workspaces

          Hi, I’m currently working on a Zoho CRM + Zoho Campaigns setup for a franchisee-based organization, where each franchise must only see and use its own contacts. At the moment, franchisees cannot properly access their contact lists in Zoho Campaigns unless

        • Newsletter in multiple languages

          Hi We are planning on starting to use Zoho Campaigns for our newsletters. Since we send our newsletters in three languages, I would need the "unsubscribe page" and other pages related to the NL (Thank you page and so on) to be available in different languages

        • Fixed assets in Zoho One?

          Hi, We use Zoho Books and have the fixed asset option in it. I started a trial for Zoho One and I do not see that as an option. Is the books that is part of zoho one equivalent to Zoho Books Elite subscription or is it a lesser version? Thanks, Matt

        • Set Default Status of Assembly to "Assembled" When Entered in UI

          I've just discovered the new "confirmed" status of Assemblies within Inventory. While I understand the intent of this (allowing for manufacturing planning and raw material stock allocation), it was initially confusing to me when manually entering some

        • I need to Record Vatable amount and non vatable amount separately in zoho books in a single line

          I need to Record Vatable amount and non vatable amount separately in zoho books in a single line give me the customisation option and in invoice copy to customer the total amount should be inclusive 5%vat and no need to show the vatable and non vatable

        • Sort Legend & stacked bar chart by value

          I'd love to see an option added to sort the legend of graphs by the value that is being represented. This way the items with the largest value in the graph are displayed top down in the legend. For example, let's say I have a large sales team and I create

        • Next Page