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

    • Capture Last check-in date & days since

      I have two custom fields on my Account form, these are "Date of Last Check-In" and "Days Since Last Contact" Using a custom function how can I pull the date from the last check-in and display it in the field "Date of Last Check-In"? and then also display the number of days since last check-in in the "Days SInce Last Contact" field? I tried following a couple of examples but got myself into a bit of a muddle!
    • Pasted Images not being embedded in custom mail

      Hi, I'm making a custom report by email based on commentaries. I have the email ready, all working great except for images that are being pasted in the commentaries. Zoho deals with them as temp images and so it requires authentication to view them, something
    • AI Bot and Advanced Automation for WhatsApp

      Most small businesses "live" on WhatsApp, and while Bigin’s current integration is helpful, users need more automation to keep up with volume. We are requesting features based on our customer Feedbacks AI Bot: For auto-replying to FAQs. Keyword Triggers:
    • How to use filters on all products page? Or even a category page?

      Hello, I am trying to create some filters so users can use filters to find products they are looking for. So what i am trying is to create a filter according to price lets say. So if i define it this way i am expecting to see this filter option on category
    • Bigin, more powerful than ever on iOS 26, iPadOS 26, macOS Tahoe, and watchOS 26.

      Hot on the heels of Apple’s latest OS updates, we’ve rolled out several enhancements and features designed to help you get the most from your Apple devices. Enjoy a refined user experience with smoother navigation and a more content-focused Liquid Glass
    • Select CRM Custom Module in Zoho Creator

      I have a custom module added in Zoho CRM that I would like to link in Zoho creator.  When I add the Zoho CRM field it does not show the new module.  Is this possible?  Do i need to change something in CRM to make it accesible in Creator?
    • Zoho CRM Quotes – Subform and PDF/Writer Limitations

      Hello, I am encountering the following limitations in Zoho CRM Quotes: Custom product images cannot be uploaded in the subform – the image upload field cannot be added; only the file upload field is available. File upload placeholders cannot be used in
    • Introducing Workqueue: your all-in-one view to manage daily work

      Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales
    • Archiving Contacts

      How do I archive a list of contacts, or individual contacts?
    • Every time an event is updated, all participants receive an update email. How can I deactivate this?

      Every time an event is updated in Zoho CRM (e.g. change description, link to Lead) every participant of this meeting gets an update email. Another customer noticed this problem years ago in the Japanese community: https://help.zoho.com/portal/ja/community/topic/any-time-an-event-is-updated-on-zohocrm-calendar-it-sends-multiple-invites-to-the-participants-how-do-i-stop-that-from-happening
    • 3/18 オンライン勉強会のお知らせ Zoho ワークアウト (無料)

      ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 3月開催のZoho ワークアウトの開催が決定しましたのでご案内します。 今回はZoomにて、オンライン開催します。 ▶︎参加登録はこちら(無料) https://us02web.zoom.us/meeting/register/BoNTN7zYR8OvOPGShqBY0A ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目指すイベントです。
    • Zoho Sheet for Desktop

      Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?
    • Conversion Rate – Won Deals over Assigned Prospects

      Hello, I would like assistance configuring a KPI in Zoho Analytics titled: Objective of the calculation: Number of Won Deals divided by Total number of assigned prospects (not only converted prospects). Important clarification: The denominator must include
    • Perfomance Management - Zoho People

      Hi team, I am looking for performance management data such as KRA, goals, feedback, appraisals, etc., in Zoho Analytics. However, I am unable to find these metrics while editing the setup. Could you please confirm whether these fields are available in
    • Feature Request – Conditional Visitor Information Request in Zoho SalesIQ

      We would like to request the ability to conditionally ask for visitor details based on the communication channel used in Zoho SalesIQ. Specifically: When a visitor initiates a conversation through the live chat widget on the website, we want to continue
    • Apple Messages for Business in Omnichannel communications?

      Hello, Apple launched "Apple Messages for Business" but Zoho CRM or Zoho Desk don't appear in the list of possible integrators. Zoho already promotes https://www.zoho.com/crm/omnichannel.html Omni Channel integration, but Apple Messages does not yet appear.
    • Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

      Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?
    • Cliq iOS can't see shared screen

      Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
    • ZOHO.CRM.UI.Record.open not working properly

      I have a Zoho CRM Widget and in it I have a block where it will open the blocks Meeting like below block.addEventListener("click", () => { ZOHO.CRM.UI.Record.open({ Entity: "Events", RecordID: meeting.id }).catch(err => { console.error("Open record failed:",
    • 【Zoho CRM】通貨機能のアップデート:為替レートの自動更新やデータ更新オプションなど

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から通貨機能のアップデートをご紹介します。 CRMの複数通貨機能を使うと、地域ごとに通貨を管理し、顧客の現地通貨で記録したデータを自国通貨に自動換算して分析やレポートに活用できます。 従来は、為替レートを管理者が手動で定期更新する必要があり、各データには作成時点のレートが固定されるため、その後の市場変動は反映されませんでした。 本記事では、この問題を解消する「為替レートの自動更新」をはじめ、さまざまな新機能をご紹介します。
    • Can we add zoho sign to a custom module?

      i understand out of the box it works with 8 modules. is it possible to add it to a custom module?
    • This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

    • Selected date present employees roster

      =CHOOSECOLS(FILTER(A2:E5;(INDEX(C2:E5;0;MATCH(VALUE(B8);INDEX(VALUE(C1:E1));0))<>"OFF")*(INDEX(C2:E5;0;MATCH(VALUE(B8);INDEX(VALUE(C1:E1));0))<>"EL"));1;2;2+MATCH(VALUE(B8);INDEX(VALUE(C1:E1));0)) This way sheet looks l
    • Credit Card Terminal for Zoho Books

      Hello, Instead of punching the credit card number manually for customer payment, do you have a third-party hardware credit card reader that works with Braintree? Thank You
    • Filtering in Help Center

      Hi, our ticket system is based on a set of structured status categories. The customer must be able to filter by these status. How can we add "Status" as filter to the help center. In the same moment we do not need filters e.g. as "channel". How can we
    • On Edit Validation Blueprint

      Hello, I have a notes field and a signature field. When the Approve button is clicked, the Signature field will appear and must be filled in. When the Reject button is clicked, the Notes field will appear and must be filled in. Question: Blueprint will
    • Google Fonts Integration in Pagesense Popup Editor

      Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts
    • Increase Round Robin Scheduler Frequency in Zoho Desk

      Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operates
    • Can multiple agents be assigned to one ticket on purpose?

      Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currently
    • Where is the settings option in zoho writer?

      hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards
    • Zoho CRM Case Notes - Share to Customer

      Hi team does anyone know the Api to set a note, against a case, to shared with customer? i cant seem to find it  cheers 
    • When Does WorkDrive integrate with Books?

      When Does WorkDrive integrate with Books?
    • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

      Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),
    • Synching changes to Stripe when changes are made in Zoho Billing

      We have a situation where we have merged customers in Zoho BIlling and then found out later that the payment in Stripe was not updated and still associated with the old customer record. The card gets updated and billed, but that payment is still associated
    • Zoho Sign Not Delivering

      I have sent several contracts out via Zoho Sign.   They do not seem to be getting delivered.  I had one person receive it, but the others have not.   I had one person tell me they sent it back to me and never got it and doesn't show as signed.  I've sent
    • Update latitude & longitude address field API

      How do I update the coordinates of an address field from a widget? I can't modify the latitude and longitude of the address field. I think the problem is how I'm writing formdata variable. zoho_init.then(function (data) { var queryParams = ZOHO.CREATOR.UTIL.getQueryParams();
    • Bank Feeds Breaking Constantly

      Hey Everyone, I have already reached out to support about this issue but I am wondering if anyone else is having the same issue. My bank feeds keep breaking within days of me fixing them by updating the credentials. Its been happening for a while and
    • Automatic Matching from Bank Statements / Feeds

      Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these
    • Zoho Payroll's USA and KSA editions are available in Zoho One!

      Greetings! We’re excited to share that Zoho Payroll, currently available only in India and the UAE, is now introducing the KSA (Kingdom of Saudi Arabia) edition and the USA (United States of America) edition, and these editions are now available in Zoho
    • Outlook/Hotmail Blocking Zoho SMTP IPs (S3150)

      We are currently facing a serious deliverability issue with Zoho SMTP while sending transactional OTP emails for our production application. Emails sent to Outlook / Hotmail addresses are being rejected with the following error: 550 - 5.7.1 Unfortunately,
    • Next Page