Install and uninstall actions

Install and uninstall actions

Hello Biginners!

In our previous forum post, we explored creating connections - specifically, custom service connections in the Bigin Developer Console. In this post, we'll focus on another feature that can be used in every topping: install actions.

We'll look at what install actions are and when to use them, and then we'll walk through a real-world example where users are notified whenever a topping is installed or uninstalled.

What are install actions?

Install actions are important features of a topping that let you execute custom logic during installation and uninstallation events.

Instead of treating installation and uninstallation as silent background events, the Bigin Developer Console allows you to run your own logic the moment a user installs your topping, updates it, or decides to uninstall it. This logic can be implemented as Deluge functions that are executed automatically based on the installation action.

Primarily, install actions are executed in the following scenarios:
  1. On Installation: This action is triggered when the topping is installed for the first time or when the topping is upgraded. (A topping upgrade refers to a new version of the topping being installed by the organization user.) In both cases, the On Installation action runs to perform the required logic.
  2. On Uninstallation: This action is triggered when the topping is uninstalled or removed from an organization.
Let's look at each of these in detail.

On Installation

The On Installation action is triggered immediately after a topping is successfully installed or updated in a Bigin organization. Conceptually, this is the topping's first run and the right place to perform one-time setup tasks that you don't want users to handle manually.

Note: You can write only one On Installation script per topping. This script is executed only during two key events of the topping: the topping being installed for the first time and an updated version of the topping being installed after publishing changes.

This means the On Installation script is not executed repeatedly. It runs only when the topping is installed or updated, ensuring that setup logic is executed only when it's actually required.

To create an On Installation script, access the Bigin Developer Console, navigate to the Install Actions section in the left panel, and choose Toppings.

You'll be redirected to the Deluge editor where you can write the script for the On Installation action.


In the right panel of the Deluge editor, you'll be able to find the installParamMap which contains important contextual details such as the organizationId, installerId, previousVersion, and other details that are provided by the install action script itself. These keys can be used within your script to perform custom logic based on the installation context.

For more information about the keys that you can use inside the installation script, refer to the install actions documentation.

On Uninstallation

The uninstallation process of a topping will be handled by the On Uninstallation action. This function runs when a topping is removed from an organization.

To create an On Uninstallation script, navigate to Install Actions in the left panel, choose Toppings, and write the script in the On Uninstallation section of the Deluge editor.


In the On Uninstallation action, the installParamMap provides the keys organizationId and installerId. These values indicate which organization the topping is being removed from and which user initiated the uninstallation.

Now that we've explored how both of the install actions work, let's move on to creating a topping using these actions in a real-world scenario.

Let's create a topping with install actions

To understand how install actions work in a real-world scenario, we’ll build a Compliance Notification Topping.

The purpose of the topping is to keep organization administrators of the Bigin account informed about the lifecycle of the topping—specifically when it becomes active and when it's removed from their Bigin account.

In many business environments, it's important for admins to be aware of compliance-related changes and system-level additions. Using install actions in the topping ensures that such notifications are handled automatically, without requiring any manual effort from the user.

To achieve this functionality, we'll rely on both of the install actions:
  1. When a user installs the topping, the On Installation action is triggered, through which an email notification is sent to all active admin users in the organization, informing them that the Compliance Notification Topping has been successfully enabled. Along with this, a compliance checklist document stored in Zoho WorkDrive is also attached to the email.
  2. When the topping is uninstalled, the On Uninstallation action is triggered, sending an email notification to all active admin users in the organization to inform them that the Compliance Notification Topping has been successfully enabled. A compliance checklist document stored in WorkDrive is also attached to the email.
Let's learn how to do this.

Setting up the topping

First, create a topping in the Bigin Developer Center. For detailed instructions on creating a topping, refer to this post on how to create a topping.

After creating a topping and accessing it in the Bigin Developer Console, the next step is to create the required service connections.
A connection for Bigin will be used to fetch admin users from the organization into the topping. In this connection we'll use the scope ZohoBigin.org.ALL, as we need to retrieve the org details of the Bigin account where the topping is installed.

Next, we need a WorkDrive connection because we need to download the compliance checklist file stored in WorkDrive and attach it to the notification email. For the WorkDrive connection, we'll be using the scopes WorkDrive.files.READ and ZohoFiles.files.READ.

For a detailed explanation of creating the default connections, refer to this post.

Once the connections are created, we can write the install action scripts.

Implementing the scripts

When the topping is installed, we need to send an email to all the active admin users with the installation details and the WorkDrive checklist as an attachment.

To begin, navigate to the Install Actions section in the left panel and select Toppings. Under the On Installation tab, we’ll write the Deluge script that needs to be executed when the user installs the extension.

Writing the On Installation script

In our topping, the On Installation script performs the following actions:
  1. Fetches all the active admin users in the organization
  2. Downloads the checklist file from WorkDrive
  3. Sends an email notification to the admin users with the installation details and the checklist file.
  1. topping_name = "Compliance Notification Topping";
  2. // 1) Fetch admin users
  3. resp = invokeurl
  4. [
  5. url :"https://www.bigin.com/developer/docs/apis/v2/get-users.html"
  6. type :GET
  7. connection:"biginplus__biginnewconnection"
  8. ];
  9. // 2) recipient list
  10. stakeholders = List();
  11. usersList = resp.get("users");
  12. if(usersList != null)
  13. {
  14. for each user in usersList
  15. {
  16. email = user.get("email");
  17. status = user.get("status");
  18. if(email != null && (status == null || status.toLowerCase() == "active"))
  19. {
  20. stakeholders.add(email);
  21. }
  22. }
  23. }
  24. // 3) Download WorkDrive file via Download API
  25. header = Map();
  26. header.put("Accept","application/vnd.api+json");
  27. resource_id = "khw4zbab917b7f4774260a06636089ef0074f";
  28. fileResp = invokeurl
  29. [
  30. url :"https://download.zoho.com/v1/workdrive/download/" + resource_id
  31. type :GET
  32. headers:header
  33. connection:"biginplus__zohoworkdriveconnection"
  34. ];
  35. // 4) constructing email
  36. org_id = installParamMap.get("organizationId");
  37. installer_id = installParamMap.get("installerId");
  38. current_time = zoho.currenttime;
  39. subject = "Bigin Topping Enabled: " + topping_name;
  40. message = "";
  41. message = message + "<b>" + topping_name + "</b> was <b>Installed</b>.<br/><br/>";
  42. message = message + "<b>Organization ID:</b> " + org_id + "<br/>";
  43. message = message + "<b>Installed by (User ID):</b> " + installer_id + "<br/>";
  44. message = message + "<b>Time:</b> " + current_time + "<br/><br/>";
  45. message = message + "<b>Business impact:</b> This topping is now active for the organization.<br/>";
  46. //sending the email
  47. if(!stakeholders.isEmpty())
  48. {
  49. sendmail
  50. [
  51. from :zoho.adminuserid
  52. to :stakeholders
  53. subject :subject
  54. message :message
  55. Attachments :file:fileResp
  56. ]
  57. }
For details about the API endpoints and request formats used in this code, refer to the Bigin and WorkDrive API documentation. For the syntax to send emails via a Deluge task, you can refer to this documentation.

Writing the On Uninstallation script

When a user decides to remove the topping, we'll send an email notification to ensure the admins stay informed.
  1. topping_name = "Compliance Notification Topping";
  2. // Fetch admin users
  3. resp = invokeurl
  4. [
  5. url :"https://www.zohoapis.com/bigin/v2/users?type=AdminUsers"
  6. type :GET
  7. connection:"biginplus__biginnewconnection"
  8. ];
  9. stakeholders = List();
  10. usersList = resp.get("users");
  11. if(usersList != null)
  12. {
  13. for each user in usersList
  14. {
  15. email = user.get("email");
  16. status = user.get("status");
  17. if(email != null && (status == null || status.toLowerCase() == "active"))
  18. {
  19. stakeholders.add(email);
  20. }
  21. }
  22. }
  23. org_id = installParamMap.get("organizationId");
  24. uninstaller_id = installParamMap.get("installerId");
  25. current_time = zoho.currenttime;
  26. subject = "Bigin Topping Disabled: " + topping_name;
  27. message = "";
  28. message = message + "<b>" + topping_name + "</b> was <b>Uninstalled</b>.<br/><br/>";
  29. message = message + "<b>Organization ID:</b> " + org_id + "<br/>";
  30. message = message + "<b>Uninstalled by (User ID):</b> " + uninstaller_id + "<br/>";
  31. message = message + "<b>Time:</b> " + current_time + "<br/><br/>";
  32. message = message + "<b>Business impact:</b> This topping is no longer available from now on.<br/>";
  33. if(!stakeholders.isEmpty())
  34. {
  35. //Send email
  36. sendmail
  37. [
  38. from :zoho.adminuserid
  39. to :stakeholders
  40. subject :subject
  41. message :message
  42. ]
Once we've configured both the On Installation and On Uninstallation scripts, we can test and publish the topping. When the user installs the topping, the install actions will be triggered automatically based on the topping's lifecycle events.

Let's walk through what happens at runtime.

What happens when the topping is installed or uninstalled

Upon installation, the user receives an email notification along with the topping checklist attachment as shown below.


When the topping is uninstalled, the user receives an email indicating that the topping has been disabled as shown below:


In this post, we've explored how install actions and uninstall actions give us control over the toppings. We'll cover more features of the Bigin Developer Console in our upcoming posts.

Stay tuned!

<<Previous                                                                                                                                                                            Next>>

    Nederlandse Hulpbronnen


      • Recent Topics

      • Zoho CRM strips whitespace in text fields

        When editing field text with multiple spaces: CRM - both UI and API trim / compress the whitespace to a single space when saving: Is this known / expected / documented behaviour?
      • Career site URL - Suggestion to modify URL of non-english job posting

        Hi, I would like to suggest making a few modification to career sites that are not in english. Currently, the URL are a mix of different languages and are very long. It makes for very unprofessional looking URLs... Here is an example of one of our URL
      • Uplifted homepage experience

        Editions: All editions. Availability update: 17th February 2026: All editions in the CA and SA DC | JP DC (Free, Standard and Professional editions) 23 February 2026: JP (All Editions) | AU, CN (Free, Standard, Professional editions) 27 February 2026:
      • 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
      • How to update "Lead Status" to more than 100 records

        Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan
      • Connection Not Secure (Certificate Mismatch) Error

        Hi, Just a fyi, when you go to https://bigin.zohocloud.ca/bigin/Home you get a "Your Connection Is Not private" error. (Certificate mismatch to domain.) I get to that page after I have signed up and signed in as a customer and select the Access Bigin
      • Introducing Contract Settings & Backdated Contracts in Zoho Contracts

        We are rolling out updates that give you more control over how contracts are created and managed in Zoho Contracts. From defining default workflows with Contract Settings to aligning agreements with real timelines using Backdated Contracts, these enhancements
      • Celebrating our customers on International Client's Day

        Hi everyone, Every customer is part of our Zoho Desk family, and we wouldn’t want to miss celebrating you on this special day. This International Client's Day, we’d like to take a moment to appreciate every customer who has helped us grow and build meaningful
      • Zoho Books | Product updates | February 2026

        Hello users, We’ve rolled out new features and enhancements in Zoho Books. From Advanced Reporting Tags to the ability to mark projects as completed, explore the latest updates designed to improve your bookkeeping experience. Introducing Advanced Reporting
      • Faster Ticket Response with use of Snippets in comments

        Hello everyone, Responding to tickets often involves repeating the same messages, whether it is sharing updates with customers or leaving notes for internal collaboration. To make this easier and more consistent, we are allowing agents to use snippets
      • Improving Zoho Creator's email deliverability

        Hi all, We're pleased to announce updates to email handling in Zoho Creator to improve the deliverability of the emails sent from the Creator platform. These updates have been designed keeping in mind the fact that emails from domains with strong sender
      • What's New in Zoho Billing | February 2026

        February brings a powerful set of updates to Zoho Billing, from smarter subscription management and flexible payment options to better reporting and more control over your hosted pages. Here's everything that's new this February. Create Subscriptions
      • Introducing Radio Buttons and Numeric Range Sliders in Zoho CRM

        Release update: Currently out for CN, JP, AU and CA DCs (Free and standard editions). For other DCs, this will be released by mid-March. Hello everyone, We are pleased to share with you that Zoho CRM's Layout Editor now includes two new field formats—
      • Reassign Partially Saved Entries

        Hi, I would like to be able to go to Partially Saved Entries and like the option to delete them I would like the option to multi-select and be able to reassign them to another user to complete (Such as when a user has left the company). Thanks Dan
      • Enhancement to ICR’s field prompting: Preferred data extraction using advanced field prompting

        Dear Customers, We hope you’re well A quick background Intelligent Character Recognition (ICR) comes as part of Zia’s optical recognition capability called Zia Vision. When we introduced it last April, the data extraction was training-based and was applicable
      • Can we rely on order of returned ids when inserting multiple records?

        Hello! API https://www.zoho.com/crm/developer/docs/api/v8/insert-records.html does not mention that the response array will match the input array*, keeping this important information implicit and someone might have doubts to rely on it. (*the response
      • Displaying only unread tickets in ticket view

        Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter that
      • What is a realistic turnaround time for account review for ZeptoMail?

        On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It still
      • Best Way to Manage Approvals Within Blueprint Stages?

        Hi, I am working on a requirement involving Blueprint and approval logic in Zoho CRM and would appreciate some guidance. I understand that approval processes do not trigger when a record is currently within a blueprint, which makes it challenging to implement
      • Zoho Books: tax is not automatically pulled from product-data anymore - why?

        Hi, until a short time ago, you could set a default taxrate for each product/item. This taxrate automatically appeared each time the item was chosen in an invoice or quote. Why does this not work anymore? The field is still there at the product record,
      • Issue creating a YTD report with last years numbers

        I am looking to create a widget to compare the YTD leads we have in 2023 to the YTD leads we had in 2022. I'm having issues with the aggregate formula creation to gain access to the 2022 Leads YTD data point. Feeling like this is a common view of data
      • Brand Studio Projects in Analytics

        Hi All, Currently pulling my hair out over trying to link together some social media posts for a reporting dashboard in Analytics, so I thought I'd see if anyone on here had a solution. Our Marketing Team created a LinkedIn campaign in Zoho Brand Studio,
      • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

        Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. Latest
      • Manage Testing Process in Zoho Sprints

        Agile framework supports a robust quality assurance system that incorporates continuous testing throughout the development lifecycle of the product. The agile testing team focuses on planning the testing around the development, identifying defects early
      • Announcing the Zohotshots of the ZDC Hackathon 2025

        Hey everyone, The wait is finally over! After weeks of building, experimenting, and pushing creative boundaries, we’re excited to announce the winners of the second edition of the ZDC Hackathon. This edition brought together an incredible community of
      • ZOHO CRM Button Integration

        Hi Team, I’m currently working with Zoho CRM along with a custom application where I fetch deal details from the CRM and use them based on my requirements for each deal. Now, I want to enhance this setup. I plan to create a button on the Deal Detail page
      • Major journey crash and not loading. Zoho Marketing Automation

        Hi all. Last night (19MAR, 2026) Marketing Automation for a specific journey completely crashed, and since the crash the specific journey has failed to load at all (blank journey canvas, no journey appears, no menu accessible) but other separate journey's
      • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

        Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
      • Dynamic image in form works in the app but not on the customer portal.

        img = frm_Fichas[ID == input.Nombre].Foto; imgno = Nophoto[ID2 = 1].Image; if(len(img) > 1) { img = img.replaceAll("/sharedBy/appLinkName/",zoho.appuri); img = img.replaceAll("viewLinkName","Fichas_de_personal_public"); img = img.replaceAll("fieldName","Foto");
      • Candidate Assessments, no workflows.

        I have an issue where I would like to trigger a workflow based on a candidate assessment being completed. Sometimes a returning candidate will complete a second assessment, on completion the status of the candidate will be updated to "Unqualified" if
      • Mail Merge in Zoho Desk

        Hello Team, Do we have an option of mail merge within Zoho Desk like we have in Zoho CRM? We have a requirement to generate some pdf file in the form of mail merge doc from the ticket.
      • Workdrive backup and default storage selection

        Hi community, I have been informed by Zoho that workdrive will be the default storage mechanism for crm and projects. These 2 Apps seem to have different design on how they interact with workdrive for storage. 1. Crm: seems to have files saves at the
      • Sync your CRM Tasks with Zoho Projects

        Zoho Projects integration with Zoho CRM helps you manage your tasks more efficiently. You can create all project related activities right inside your CRM using this integration. Create new portal or associate an existing portal, add projects to the portal,
      • Tax in Quote

        Each row item in a quote has a tax value. At the total numbers at the bottom, there is also a Tax entry. If you select tax in both of the (line item, and the total), the tax doubles. My assumption is that the Tax total should be totalling the tax from
      • Zoho vault filling in a form it's not supposed to fill in

        Hey there, I have a problem with ZOHO Vault autofill. In a software package, we have these options: For some reason zoho vault always replaces what's in the top option and fills a 2fa password in there, and then saves that value.. Meaning whatever was
      • Zoho Booking Integration with Desk

        Just wanting to share something in case it helps someone else who may run into a similar use case as we did. Issue: Currently, the Zoho Booking integration with desk will drop a comment into the ticket when a customer books a time, however it won't change
      • Let us view and export the full price books data from CRM

        I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for
      • WorkDrive issues with Windows Explorer Not Responding

        We are using WorkDrive to collaborate on editing video content. We have a lot of files and quite a few are a few gigs. Recently anytime I try and work with the files Explorer freezes for a couple minutes whether it's dragging the files into Premiere or
      • Syncing calendar with Google Calendar doesn't work when events are sent to auto repeat

        Hi... The ZOHO CRM -- GOOGLE CALENDAR sync is broken. If I create a single event on either side, sync works, but if I create an event with auto repeat on either side it doesn't work. Furthermore, events created before the sync don't show up in the calendar.
      • Organization wide Account and Contacts Visibility/Sharing Capabilities?

        Has anyone figured out a way to make visibility or sharing of Accounts and Contacts to be available across the entire organization without having to have every individual user edit their Sharing permissions? For our sales folks they need to be able to
      • Next Page