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

    • If your IM chats aren’t auto-assigning, here’s what to check

      Hey everyone! We’ve been seeing quite a few questions around Instant Messaging (IM) Chat Routing in Zoho Desk, especially around how it actually behaves in real time. So I thought I’d share a practical breakdown of what’s happening behind the scenes.

    • connect zoho creator with google drive

      Hello everyone, I need to connect to a folder drive. The idea, is that google drive loads a text document with some data, I must read that text document to be able to autofill a form that I have in zoho creator with that data. I also attach PDFs and place

    • Uploaded files are not included when using "Include user submitted data" in Email Notification

      In Send Email notification workflow in Zoho Creator, there is an option called "Include user submitted data" which allows the email to contain all the form submission details. However, when this option is enabled, files or images uploaded through File

    • Extend Zoho Canvas Customization to Zoho Creator Forms and Reports

      Currently, Zoho Canvas allows users to design and customize the UI of Zoho CRM modules with a much better visual experience. This helps organizations create cleaner layouts, improve usability, and design interfaces that match their workflows. However,

    • Kanban View for Projects.

      At our organization, we describe active projects with various statuses like "In Proofing" or "Printing" or "Mailing". In the Projects view, one can set these project statuses by selecting from the appropriate drop-down. While this works, it's difficult to view and comprehend the progress of all of your projects relative to each other in a table. Creating a Kanban view for projects where I can move them from one status to another allows me to see where each project is in the order of our workflow.

    • Button ''I'm Interested'' won't translate

      Since our main platform is in French, I would like to get this ''I'm Interested'' button translated to French ''Je suis intéressé''. We managed to translate the whole carreer site in French, except the button. How come ? We have a standard subscription,

    • Feature request - image resizing on sales orders

      I need to be able to show the items on the sales orders, currently the item image shows really small and no way to resize it, need the ability to make the image larger to showcase the product on the pdfs

    • Email Parser Not Extracting Fields Correctly with Certain Label Formats

      I’ve been testing the Email Parser functionality in Zoho CRM to automatically extract data from incoming emails and map it to CRM fields. During testing, I noticed that parsing sometimes fails when the email contains field labels formatted like this:

    • Zoho CRM Community Digest - February 2026 | Part 1

      Hello Everyone! February has been off to a productive start in the Zoho CRM Community, with several thoughtful product enhancements and helpful technical discussions making their way into the forums. To help you stay up to speed, we’ve rounded up the

    • Nouvelle fonctionnalité : donnez du style à vos pages avec le Branding

      Que vous prépariez un webinaire important. Vous avez investi du temps dans votre contenu, invité des intervenants de qualité, et les inscriptions commencent à affluer. Mais votre page d’inscription ? Elle ressemble à toutes les autres : générique, sans

    • How to sync Zoho CRM Quotes with Zoho Books/Finance Estimates or Quotes

      Hi everyone, We’re building quotes in the Zoho CRM Quotes module because of its strong CPQ features and better communication options (multiple contacts, email customization, etc.). However, these don’t sync directly with Zoho Books/Finance for invoicing.

    • Marketing Tip #24: Encourage customers to leave reviews

      Reviews are one of the strongest trust signals in ecommerce. When shoppers see real feedback from other customers, they feel more confident about buying, especially when they’re choosing a brand for the first time. Not all reviews are equal. Detailed

    • Ability to Attach Record-Specific Files Automatically in Workflow Email Templates

      Currently in Zoho CRM, email templates allow attachments to be added, but these attachments are static and remain the same for every recipient. There is no straightforward option to automatically attach a file that is stored within the specific CRM record

    • This version of app doesn't support this notecard type Error

      So this problem is happening for any notes created within the last week, as well as any note recently edited on Android. I can open them on my phone fine, but they don't open on the website version. They DO work on the desktop app version. It's just web

    • Issue with Picklist Dropdown Not Opening on Mobile

      Hello I am experiencing an issue with picklist values on mobile. While the arrow is visible, the dropdown to scroll through the available values often does not open. This issue occurs sporadically, it has worked occasionally, but it is very rare and quite

    • {Action Required} Re-authenticate your Google Accounts to Continue Data Sync

      Hello Users! To align with Google’s latest updates on how apps access files in Google Drive, we’ve enhanced our integration to comply with the updated security and privacy standards, ensuring safer and more reliable access to your data. With this update,

    • Allocating inventory to specific SO's

      Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could

    • Is this a SCAM email or is it really Zoho?

      L.S. I received the following message. Is this from Zoho? I have had a Zoho One account for many years and my website has been online for years. If it is a scam, I think you should know about it.

    • How to close an estimate ?

      Hello, I have created estimates, and converted them to invoices to get 50% payment. Now I have 2 cases where the estimate stills shows status partially invoiced, however: 1. for one of them, project stopped half way, so the remaining part will never be

    • Updating Analytical Fields Data

      Dear Zoho team, I'm having an issue with the recently added fields in both Analytical Desk and Analytical. How can I generate the data in Analytical when new fields are added? https://analytics.zoho.com/workspace/2436819000000007005/edit/24368190000

    • Looking for Guidance on Building a Zoho Website

      I'm exploring the possibility of building a custom website with specific features using Zoho as an alternative platform. My goal is to create something similar to https://gtasandresapk.com , with the same kind of functionality and user experience. I'd

    • My Zoho mail stopped receiving or sending emails about 3 hours ago

      Its a pop 3 account. The emails get into the actual mailbox on the server and I can send emails directly from the server, but they are no longer in Zoho, in neither of my Zoho accounts. All green ticks under Mail Accounts under Settings

    • Zoho Cliq not working on airplanes

      Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly

    • Request to Recover Deleted Task List – Project ID: RIV-MOD-10722

      Hi Zoho Team, I hope this message finds you well. My Zoho task list associated with Project ID: RIV-MOD-10722 appears to have been deleted. When I clicked on the task link from the email notification, I received the following message: "Task has been deleted

    • Email Insights included in Bigin emals are marked as SPAM everywhere

      Today I noticed that email recipients who use Office 365 never receive emails sent from Bigin. Further examination showed that all Email Insights links in email headers are marked as spam/phishing by Office 365. Example screen included. The problem is

    • How do I import Connected Records for a Deal?

      Can you point me to an example of the CSV file that would add related records to an existing CRM Deal? I imported a Deal, then tried importing a connected record using a unique ID that references the Deal ID, but it doesn't attach it to the Deal rec

    • File Upload Field in Zoho Forms Not Updating Existing File in Zoho CRM

      Hi everyone, I’m trying to understand the behavior of a file upload field mapped from Zoho Forms to Zoho CRM. Scenario There is a File Upload field in a Zoho CRM module. A Zoho Form also has a File Upload field, which is mapped to that CRM field. When

    • Zoho Training

      Greetings! I am trainer. My focus area is Project Management and MS Project. I have used Zoho CRM to a good extent. Though, I was interested in using ZOHO projects, as there were no live projects, I could not take it up for studies. Recently a client

    • Detailed list of scoring rules in Zoho CRM

      Good morning Zoho community, warm greetings The reason for my message today is that I have a problem with my CRM, which I will explain below: Our organization has scoring rules designed to rate our potential customers or leads in the application based

    • How to create a summary document from Projects details

      Hi, Our team is creating many projects inside Zoho Project. When closing a project, they write a summary document containing data from the projects it-self (understand project budget, customers, etc...), and editable (ie the document is either a Writer

    • Host in US Data Centre

      I humble apply to be registered on US Data centre

    • convert the project to templet

      i have some deployment ME product for different customer , i need to create a fixed template for use it rather then keeping creating this template every time

    • Best practices for managing Project Charters, Business Case and RAID logs within Zoho?

      Hello everyone, I’m currently refining our PMO setup within Zoho Projects and I’m curious how others are handling high-level governance documentation. We’ve been using the standardized Project Charter, Business Case and RAID frameworks from projectmanagertemplate.com

    • Work Orders / Bundle Requests

      Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory of

    • Izettle or Sumup Integration for Zoho Books.

      The Stripe & Square clearing works great in Zoho Books. Any further integrations planned in the future for Izettle or Sumup? These card processors are very common for taking payments with a card reader.

    • Trying to access records in a custom module in Zoho Desk and not having luck

      I've built a custom module in Zoho Desk and am using a custom function to query the records in the module and I'm not having any luck. The only way I have found to retreive a record is by getting it by its recordID (the long zoho assigned one). The function

    • ZOHO Books Smart Accounting Software for Travel Agency

      Dear Travel partner, Contact for Travel Agency Accounting Setup & Training Vansh Travel (ZOHO Books Authorised partner) Email: info@vanshtravel.com Mo: +91 98984 95155 Please find PDF   

    • 452 Mailbox delivery restricted by policy error

      We have been testing Zoho desk for about a week now and have been forwarding emails in via an Exchange Online Mail flow rule without issue until yesterday. Suddenly yesterday morning we started getting the vast majority of the emails stuck in Pending

    • Send Email reply on behalf of Agent

      Hi, When using the send email reply via the API I can set the reply on behalf of the customer by using impersonatedUserId in the header of the API call. Is there a way to do this for Agents too? I need to be able to send an email reply on behalf of an

    • Sharing Tickets to a team within a department

      Hi there, We have a need for one department to be able to share tickets to a specific team within a department, I'm wondering if this is possible? All the shared tickets are going into the 'Shared Tickets' view for the whole department but is there a

    • Next Page