Setting up and using connections in Bigin toppings

Setting up and using connections in Bigin toppings

When building a topping to extend Bigin's functionality and connect it with third-party applications, creating and handling connections is an important step. Connections provide a secure way for your topping to authenticate and communicate with other applications' APIs without exposing sensitive credentials to end users. This abstraction is both secure and makes the integration easier because it eliminates the need for developers to implement complex authorization flows manually or handle authorization tokens directly.

Bigin's Developer Console offers a feature called a connection, which acts as a bridge between your topping and the third-party application you wish to integrate with. Once a connection is configured, you can reference it in your topping's functionalities using its unique link name. This enables the topping to execute REST operations such as fetching, updating, or syncing data with the connected application securely.

Now that we've achieved a basic understanding of what a connection is and how it helps toppings interact with other applications, the next step is to understand the types of connections available in Bigin's Developer Console.

Establishing connections with services

The connections feature in Bigin's Developer Console offers two types of services to help developers configure integrations according to their requirements: default services and custom services. Default services are preconfigured services available in Bigin's Developer Console that simplify integrations with some Zoho and third-party applications. If the application you want to integrate with isn't listed in the default services, you can create a custom service and configure it according to the API specifications of the third-party application.

Default services

The connections feature offers certain default services as preconfigured options that can be easily integrated with Bigin. These services come with predefined settings such as authentication type, token endpoints, scopes, and headers, which reduces the need for manual configuration. Currently, there are around 50 default services available in the Developer Console, covering a wide range of applications and platforms. This enables developers to connect to services with minimal effort.


If the application you want to integrate with your topping isn't listed in the default services, you can create a new custom service.

Custom services

Custom services enable developers to configure all aspects of a connection manually, including the authentication type, endpoints, headers, and scopes, which enables integration with third-party applications.

When setting up a custom service, developers can specify the exact authentication flow required by the external application, whether it's basic authentication, OAuth, an API key, or another method.
Notes
Note:

Refer to the official API documentation of third-party applications when configuring these settings, as this will provide the necessary details for authentication and data access.
To create a custom service, navigate to the Connections section and choose Custom Services in the Developer Console. Based on the authentication type supported, configure the custom service for the required product.


For more details on creating and configuring custom services, please refer to this guide.
Notes
Note:

Always handle sensitive information such as client IDs, client secrets, and API keys securely, and never share them publicly. After configuring and authorizing a custom service, reference it in Deluge scripts and workflow functions by using its unique connection link name, just as you do with default services.
Next, let's look at how to implement the default service connection with an example.

Create a default service connection

Let's say you're developing a Bigin topping to synchronize contact information between Bigin and Zoho Books. This integration enables contacts created or updated in Bigin to be automatically reflected in Zoho Books. The topping uses Zoho Books APIs to create, update, and retrieve customer data using a default service connection.

To create a default service connection for the topping, choose Connections from the left panel of the Developer Console and click Get Started.


Next, navigate to My Connections or Default Services. To fetch data from the Contacts module in Bigin, create a connection first. From Default Services, select Bigin and then click Create Connection to set it up.


The system will prompt you to enter the connection details. Provide a name for the connection (for example: Bigin Connection). A connection link name is generated automatically.

Next, select the scopes required for the topping's functionality. In this use case, select ZohoBigin.modules.ALL to access data from Bigin's Contacts module.

After selecting the scope, click Create and Connect to initiate the authorization process. The system redirects you to the authorization page. Click Connect, and you'll be taken to the service's login page. Choose the Bigin organization for which the topping was created, click submit, and the connection will be created.


After establishing the connection with Bigin, you must also create a connection for Zoho Books to enable record creation. To do this, create a default service connection for Zoho Books, similar to the one created for Bigin. Select the scope ZohoBooks.fullaccess.ALL to grant complete access to modules and operations in Zoho Books.

Once you've created the connections for both Bigin and Zoho Books, the system will generate connection link names for each. These link names must be used in the business logic.



Notes
Notes
Note:

During development, authorize the connection in the Sandbox environment to test integration workflows safely.
To understand the authorization process and how to implement them, please refer to this guide on authorizing connections.


After you authorize the connection, set up a workflow rule in the Bigin Developer Console that gets triggered whenever you create or update a contact in your Bigin account. Here, we need to specify the conditions that apply to the workflow and check that the email field isn't empty.

Notes
Note:

In our use case, we'll use the email address to check whether the newly created contact in Bigin already exists as a customer in Zoho Books.



When the workflow meets the specified conditions, an instant action - in this case, a function - which will execute a custom functionality that performs the following operations:
  1. Retrieves the contact details from Bigin by referencing the established connection link name biginandbooksconnection0__booksconnection.
  2. Searches Zoho Books for an existing contact that matches the email.
  3. If a matching contact exists, update the contact's phone and contact person details in Zoho Books.
  4. If the script doesn't find a matching contact, it creates a new contact in Zoho Books with the relevant information.
Below is the code that automates contact synchronization between Bigin and Zoho Books:
  1. //Retrieve contact details from Bigin using the established connection
  2. biginContact = zoho.bigin.getRecordById("Contacts",contact.get("Contacts.ID"),Map(),"biginandbooksconnectionnew__biginconnection");
  3. //Extract relevant contact data
  4. biginData = biginContact.get("data");
  5. contactDetails = biginData.get(0);
  6. email = contactDetails.get("Email");
  7. phone = contactDetails.get("Phone");
  8. mobile = contactDetails.get("Mobile");
  9. fullName = contactDetails.get("Full_Name");
  10. //Search Zoho Books for existing contacts by email
  11. searchParams = Map();
  12. searchParams.put("search_text", email);
  13. booksContactsResponse = invokeurl
  14. [
  15. url :"https://books.zoho.com/api/v3/contacts"
  16. type :GET
  17. parameters:searchParams
  18. connection:"biginandbooksconnectionnew__booksconnection"
  19. ];
  20. info "Searched by name in Books: " + booksContactsResponse;
  21. booksData = booksContactsResponse.get("contacts");
  22. if(booksData != null && booksData.size() > 0)
  23. {
  24. // Extract the existingContactId
  25. existingContactId = booksData.get(0).get("contact_id");
  26. // Update existing contact
  27. updateParams = Map();
  28. updateParams.put("contact_name",fullName);
  29. updateParams.put("phone",phone);
  30. updateParams.put("mobile",mobile);
  31. updateParams.put("email",email);
  32. // Define contact person details
  33. contactPerson = Map();
  34. contactPerson.put("last_name",fullName);
  35. contactPerson.put("mobile",mobile);
  36. contactPerson.put("phone",phone);
  37. contactPerson.put("email",email);
  38. contactPerson.put("is_primary_contact",true);
  39. contactPersonsList = List();
  40. contactPersonsList.add(contactPerson);
  41. updateParams.put("contact_persons",contactPersonsList);
  42. //Prepare and execute update request
  43. parameters_data = Map();
  44. parameters_data.put("JSONString",updateParams.toString());
  45. info "parameters_data value:" + parameters_data;
  46. updateResponse = invokeurl
  47. [
  48. url :"https://books.zoho.com/api/v3/contacts/" + existingContactId + "?organization_id=XXXXXXX"
  49. type :PUT
  50. parameters:parameters_data
  51. connection:"biginandbooksconnectionnew__booksconnection"
  52. ];
  53. info "Updated Contact: " + updateResponse;
  54. }
  55. else
  56. {
  57. // Create new contact
  58. contactDetails = Map();
  59. contactDetails.put("contact_name",fullName);
  60. contactDetails.put("email",email);
  61. contactDetails.put("phone",phone);
  62. contactDetails.put("mobile",mobile);
  63. // Define contact person details
  64. contactPerson = Map();
  65. contactPerson.put("last_name",fullName);
  66. contactPerson.put("mobile",mobile);
  67. contactPerson.put("phone",phone);
  68. contactPerson.put("email",email);
  69. contactPerson.put("is_primary_contact",true);
  70. // Add to contact persons list
  71. contactPersonsList = List();
  72. contactPersonsList.add(contactPerson);
  73. contactDetails.put("contact_persons",contactPersonsList);
  74. // Prepare and execute the create request
  75. parameters_data = Map();
  76. parameters_data.put("JSONString",contactDetails.toString());
  77. createResponse = invokeurl
  78. [
  79. url :"https://books.zoho.com/api/v3/contacts?organization_id=XXXXXXX"
  80. type :POST
  81. parameters:parameters_data
  82. connection:"biginandbooksconnectionnew__booksconnection"
  83. ];
  84. info "Created Contact: " + createResponse;
  85. }
For details about the API endpoints and request formats used in this code, refer to the Bigin Deluge reference library and Zoho Books contacts API documentation.
After you configure the workflow and associate the function with the instant action, test the topping in the sandbox environment.
  1. To do this, click Test Your Topping in the upper-right corner of the Developer Console. This action will redirect you to the Bigin sandbox account, where you can create a new contact to test whether the functionalities work properly.
  2. After creating a new contact in Bigin, navigate to the Customers module in the Sales section of Zoho Books. When you set up the integration correctly, you'll see the newly created contact here, which confirms that Bigin and Zoho Books are synchronizing as expected. This process provides a safe and effective way to validate the workflow before deploying the topping to a production environment.


In this post, we've explained that default service connections in Bigin simplify authentication and connection with third-party applications by using predefined settings such as authentication type, token endpoints, and scopes. These connections are convenient because the Developer Console pre-configures the authentication flow and endpoints of the application you're integrating with.

To sum up: Bigin's connections feature provides a flexible foundation for integrating with a wide range of external services, and using these connections, developers can extend Bigin's integration capabilities.

Stay tuned for more about developing toppings and exploring other related features available in the Bigin Developer Console.

<< Previous                                                                                                                                                      Next>>                                                                                                                                                                                                                                              

    Nederlandse Hulpbronnen


      • Recent Topics

      • Is there a way to disable the Activity Reminders Pop-Up Window every time I log in?

        Just wondering if there is a setting to disable the window from opening every time I open my CRM? Thanks Chris

      • Rich-text fields in Zoho CRM

        Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile

      • Font Size 11 - Zoho CRM Email Templates

        Our company communicates with our vendors exclusively using Calibri Font Size 11, as this is the standard formatting for professional emails. Since the CRM only allows for the selection of font sizes 10 & 12, we have been unable to utilize the CRM email

      • Error 400 Booking

        Added a custom domain to Booking. Am Getting a SSL Error that has some other domain on the SSL and giving a 400 error. Followed instructions and it stated it verified our domain.. However it is not working. Please Help!

      • Zoho Projects - Email Notifications for Feed Updates

        Hi Projects Team, I'm working with a client who wants a simple way to communicate with their customers on projects. Getting the customer to add comments to Tasks or Bug records is not ideal, as we need a way which is easy with minimal training, and has

      • Zoho Analytics Export API

        Hi Team, I’m working on some integration tasks and wanted to confirm if it’s possible to retrieve a Zoho Analytics table as JSON data using a Deluge script. I’ve already stored my custom data from multiple sources and combined it into a single source.

      • Request to Remove LinkedIn Verification from My Emai

        I would like to submit a complaint regarding my Zoho Mail account. I previously used this email address to verify a LinkedIn account, but that LinkedIn account has now been closed. I need to remove or cancel the verification associated with the closed

      • Introducing the all-new email parser!

        Greetings, We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements. On that note,

      • Extracting Images from a Zoho Creator Report into a Pages

        If you’ve uploaded images in a form and can see them in your report, you might also want to display those same images inside a Page (custom HTML page). This is useful for dashboards, profile pages, or any place where images should be visible dynamically

      • Zoho is blocking emails I subscribe to from one sender

        About 4 months ago I stopped receiving newsletters that I subscribe to from @thedispatch.com. They tell me that zoho's server is blocking them. I've added them to my contacts list, but they're not even reaching my inbox. I don't know how to troubleshoot

      • Inactive Items - Make Less Prominent by Default

        Currently, when one marks an Item as "Inactive", it really doesn't do much of anything to hide it or get it out of the way. Search and reporting within Finance should, by default, hide inactive Items from standard reports, searches, etc. If one specifically

      • How to calculate GST based on "Ship To Address"

        We into the interior designing work, providing "Works Contract Services" to our clients across India. We are registered under GST in Maharashtra state. For works contract services as per the GST rule, we need to decide place of supply based on "Ship to

      • I NEED TO NUMBER TO TEXT NO HERE

        =NUMBERTEXT NEEED

      • Auto-fill New Row with Previous Row Values

        rowsize = input.Order_Items.count(); for each row1 in input.Order_Items { rowsize = rowsize - 1; if(rowsize == 1) { row.Door_Model = row1.Door_Model; row.Door_Color = row1.Door_Color; row.Materials = row1.Materials;

      • API question - adding a thread to an existing ticket

        Hi Is there an API function for the customer to add to an existing ticket thread? example, customer puts in new support ticket. support replies and ask for more details. customer replies with more details -what api function is used for this (will add record append to same ticket number?) Thanks

      • Calendar week view: Today + 6

        Is there anyway to have the calendar change dynamically based on the date? Due to the amount of events, we only display a week at a time, but towards the end of the week, we can no longer see ahead to next week (without changing it manually every time).

      • How to restrict user/portal user change canvas view

        Hi , I would like to restrict user / portal user change their canvas view because I hide some sensitive field for them. I dont want my user switch the canvas view that do not belong to them But seems Zoho do not provide this setting?

      • How to add to Subforms via Zapier with Zoho Writer?

        I have the following layout for a Zoho Writer Document. As you can see there is a repeating subform taking in "Items". I am trying to make a Zapier integration with it, and I can see there is 1 field saying: "Items", but it does not specify how I'm supposed

      • Contrôles administratifs granulaires : un atout pour la sécurité des e-mails

        La moindre erreur dans votre système de messagerie peut coûter très cher à votre entreprise, tant en argent qu’en conformité et en image de marque. Pour beaucoup d’organisations, ce risque est bien réel. Les e-mails véhiculent quotidiennement des informations

      • Collections Management: #6 Realign Customers who gets back In-Term

        Arun stared at the subscription list on his dashboard. Another account had just been moved to Cancelled status after completing the whole dunning process. Nothing unusual, just that payment failures happen, retries fail, and cancellation is the expected

      • Zoho Mail IP Blacklist

        I need problems with send mails: Error: junk mail rejected - sender4-op-o10.zoho.com 136.143.188.10, is in RBL. Spamcop. Please remove FQDN for blacklist. Regards.

      • I can receive but not send emails

        Hello, I've been not able to send emails for almost a year now. I been using alternate email to do this. I want to know how to fix this so I can use my zoho account normally again.

      • The challenge of 24/7 connectivity: Being present and meeting customer expectations

        Before television entered our homes, radio was our window to the world. We had to tune carefully to catch voices from distant places. When television arrived, the world began to grow smaller. We can watch rocket launches, see the goal that wins our favorite

      • How to download all attachments from inbox, send, other folders in one go

        Hi All, Appreciate if anyone could help me with steps for below requirement. How to download all attachments from inbox, send, other folders in one go. Even mapping to new folder will help me. Thanks in advance.

      • Cannot connect mail accounts to Thunderbird

        Hi Support - I'm attempting to add my mail accounts to Thunderbird but I'm getting an unable to login to server error. I tried to use the password associated with my account I received the unable to login error. So I went into Zoho Accounts and generate

      • Alias Email Id already exists

        Hi, I just verified my domain sesque (dot) com and now I am trying to create the admin account using admin (at) sesque (dot) com, but I am getting an error saying "Alias Email Id already exists". I used to have another Zoho account with this email address,

      • Unable to connect to smtp server, connection timed out

        Hi Team, I am facing below issue, while sending out emails from thunderbird client. It used to work, facing this issue from morning. Error: Sending of the message failed. The message could not be sent because the connection to Outgoing server (SMTP) smtp.zoho.com

      • Kaizen #217 - Actions APIs : Tasks

        Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.

      • DKIM Verification Failed (Namecheap)

        Hi! I have already set up the TXT records in Namecheap but I keep getting the "Verification Failed" pop up. Was wondering if I'm the only one who has this problem and can anyone help me with this? Thanks!

      • Emails stuck in Queue

        Hi there, Since yesterday I have a few out going emails stuck in a queue. It say it will auto retry sending however nothing is happening. It seems to be affecting roughly 50% of my outgoing emails. Please help Thanks

      • Soft Bounce from transational emails from BREVO (Sendinblue)

        I manage the website of a client who uses your EMAIL service for the domain floranativadobrasil.com. And I use the BREVO email service, previously called SendinBlue, to send transactional emails about events specific to the website. All emails sent to

      • Getting an error Address not found Your message wasn't delivered

        Hey, I'm trying to configure zoho mail for my website https://businessentity.org/ The email is meredith.karter@businessentity.org I'm able to successfully send the mails but when someone sends an email to above mail, this error shoots up: Address not

      • Support Uploading YouTube Videos Longer Than 60 Minutes

        Hi Zoho Social Team, How are you? We would like to request support for uploading YouTube videos longer than 60 minutes directly through Zoho Social. Your support team informed us that Zoho Social currently cannot upload videos over 60 minutes due to “API

      • Need Faster Help? Try Live Chat Support

        Hello there, We understand that sometimes, whether you’re facing an issue, exploring a feature, or need quick clarification, sending an email and waiting for a response just doesn’t cut it. You need answers, and you need them now. That’s exactly why we

      • Can't deactivate Spell Check

        Hi Community, right now I'm using the Zoho Mail Desktop-Software. So far, so good.. many possibilities. Overall very nice. What is extremely annoying right now, is that we are not able to deactivate the Spell Check feature. And we are barely able to focus

      • Zoho Toolkit Email Signature Generator

        I'm having real issues with the email signature generator with no matter where I host the photo, Zoho doesn't seem to show the photo on the link provided?

      • Company Policy Upload - Request All EE to review and sign

        How can I upload policies into Zoho People and have the employees review them and sign off saying they agree, etc.? Also, if I make a revision to a policy, I would like that changed or updated policy to be distributed or have the employees notified that

      • Zoho Sign Global Settings vs. Template and Document

        Hello, We are running into an issue on a current use case. We already use Zoho Sign. Now that KBA is available, we want to begin using it in our tax delivery process, by allowing clients to sign electronically, but also download a copy of their return

      • Zoho Mail Desktop Crashes on Linux - Ubuntu 24 LTS

        Hi, I have been trying to run the desktop app on Ubuntu for the past few day with no luck. I have tried both the .deb package and the appImage. When I attempt to open the app. It just crashes immediately. The crash error dialog appeared once and I cant

      • Zoho IP blocked by SpamCop

        Hi, Many of my emails are blocked and I receive this:  INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :spamcop.mimecast.org Blocked - see https://www.spamcop.net/bl.shtml?136.143.188.51. - https://community.mimecast.com/docs/DOC-1369#550 [DGwIYPPSOfWI

      • Next Page