Creating and configuring custom service connections in Bigin Toppings

Creating and configuring custom service connections in Bigin Toppings

Hello Biginners,

Integrating Bigin with external applications extends its capabilities and enables customized functionalities. In our last post, we saw how to create a default service connection. Today, we'll see how to create a custom service connection when the application you need to integrate with isn't listed in the default services.

Consider a scenario where a team uses Bigin to manage its tasks and handles project tracking and collaboration in Trello. Keeping both the applications synchronized can be a challenging task and often requires manual data entry, which increases the risk of errors. To solve this challenge, we can create a Bigin topping with a custom service connection established with the Trello application. Using this custom service connection, we can automate the process by creating a new card inside Trello each time a new task is created in Bigin.

Let's learn how to do this.

Setting up the topping

A topping needs to be created using the Bigin Developer Center; for detailed instructions on creating a topping, refer to this post.

Once you've created the topping and accessed the Bigin Developer Console, the next steps are creating the custom service connection and configuring the topping's functionality.
  1. Navigate to the Connections section in the left panel and click the Get Started button.
  1. Under the Services section, select Custom Services, then click Create Service.
  1. Fill in the required details for the custom service in the configuration screen.
  1. Enter a name for the custom service connection under Service Name; this will automatically generate the service link name.
  2. Select the appropriate authentication type supported by the third-party application from the available options: API key, Basic Authentication, OAuth 1, OAuth 2, or AWS signature.
Notes
Note:

Refer to the official API documentation of the third-party application to determine the authentication type.
  1. Each authentication type has its own set of parameters to ensure secure integration with the third-party app. For detailed instructions on configuring each authentication type and field, refer to this guide.
  2. For integrating with Trello, we'll choose API Key, which is the authentication type supported by the Trello app. For more information on getting your API key and token, refer to the Trello API documentation. Trello requires an API key and token to authenticate with another app. They have to be configured as query parameters, so set the parameter type to Query String.
  3. In the Parameter Key fields, enter the key and token, and set their corresponding Parameter Display Names to Trello API Key and Trello Token respectively.
Notes
Note:

Providing both the key and token is essential because Trello requires these two credentials for secure API access.
The key is the unique identifier for your application, and the token is a user-specific credential that authorizes our application to access and modify Trello data.
  1. Once all the required parameters are configured, click Create Service.

After successfully creating the custom service, the next step is to establish the connection with the Trello service by clicking the Create Connection button.

  1. On the following screen, provide a connection name for your Trello integration; this name will automatically generate the Connection Link Name.
  2. Once you've entered the necessary details, click the Create And Connect button to start the connection process.
  1. You'll be prompted to authenticate your Trello account using the API key and token you got from the Trello API documentation.
  2. After entering these credentials, click Connect to authenticate and integrate your Trello account with the custom service you have created.
  1. Once the connection is established, you'll be redirected back to the Bigin Developer Console. Here, you can view the details of your custom service connection, including the connection link name, confirming that the integration with Trello is active and ready for use.

This connection link name serves as a unique identifier for your integration and will be referenced in the Deluge code.

You'll also need to create a default service connection with Bigin with the scope ZohoBigin.modules.tasks.ALL to access Task details from your Bigin account.



The next step is to set up a workflow rule to automate the card creation process. This workflow will trigger whenever a new task is created in Bigin to create a corresponding card in Trello. To do this, a custom function needs to be associated with the workflow.

To configure the workflow, navigate to the Automate section in the left panel of the Bigin Developer Console and select Workflow. Create a new workflow rule within the Tasks module, setting the trigger to activate whenever a new task is created in Bigin. For the trigger condition, choose to apply the workflow to All tasks to ensure every new task initiates the automation.

Next, associate the workflow rule with a function by selecting the Function option from the Instant Actions menu.


After providing the required function details, you'll be redirected to the Deluge editor, where you can implement the logic for creating a new Trello Card.



In the Deluge code:
  1. Retrieve the details of the newly created task from Bigin using its Task ID.
  2. Extract relevant task data such as the subject (used as the task name) and description.
  3. Identify the target Trello board and the specific list where the card should be created.
  4. Fetch all lists from the Trello board and locate the list ID that matches the desired list name. For our use case, we'll be creating the task as a card in the Trello list named "Today" so that the task created on that specific day will fall under the Today list. Later, it can be moved across other lists in Trello as its status updates.
  5. Prepare the card details using the extracted task information and the identified list ID.
  6. Create a new card in Trello using the prepared details.
The code below implements the logic for automatically creating a Trello card whenever a new task is created in Bigin.
  1. // Step 1: Get task details from Bigin
  2. taskDetails = zoho.bigin.getRecordById("Tasks",task.get("Tasks.ID"),Map(),"biginandtrello__biginconnection");
  3. // Step 2: Extract task data
  4. taskData = taskDetails.get("data").get(0);
  5. taskName = taskData.get("Subject");
  6. taskDescription = taskData.get("Description");
  7. // Step 3: Trello board and target list name
  8. boardId = "KQMtdnPX";
  9. targetListName = "Today";
  10. // Step 4: Get all lists on Trello board
  11. listsResponse = invokeurl
  12. [
  13. url :"https://api.trello.com/1/boards/" + boardId + "/lists"
  14. type :GET
  15. connection:"biginandtrello__trello"
  16. ];
  17. // Step 5: Find the list ID by name
  18. listId = "";
  19. for each listItem in listsResponse
  20. {
  21. if(listItem.get("name") == targetListName)
  22. {
  23. listId = listItem.get("id");
  24. break;
  25. }
  26. }
  27. // Step 6: Check if list exists
  28. if(listId == "")
  29. {
  30. info "List with name '" + targetListName + "' not found.";
  31. return;
  32. }
  33. // Step 7: Prepare Trello card details
  34. cardDetails = Map();
  35. cardDetails.put("name",taskName + " - From Bigin");
  36. cardDetails.put("desc",taskDescription);
  37. cardDetails.put("idList",listId);
  38. // Step 8: Create Trello card
  39. createCardResponse = invokeurl
  40. [
  41. url :"https://api.trello.com/1/cards"
  42. type :POST
  43. parameters:cardDetails
  44. connection:"biginandtrello__trello"
  45. ];
  46. // Step 9: Log Trello response
  47. info "Trello card creation response: " + createCardResponse;

For details about the API endpoints and request formats used in this code, refer to the Bigin Deluge reference library and Trello API documentation.
Now, let's test whether the topping is functioning as expected. To test the topping, click Test your Topping on the top right of the Bigin Developer Console.


You can test the topping by creating a new Task in your Bigin Sandbox account and then checking your Trello account to see if a new card is created in the specified list.



In this post, We've successfully created a custom service connection between Bigin and Trello!

By using custom service connections, you can securely integrate third-party applications with Bigin and achieve your business's use cases.

Stay tuned for more posts where we'll dive deeper into additional features and best practices for developing powerful toppings in Bigin.

    • Recent Topics

    • Automate reminder emails for events

      Hi team, I am trying to automate send event reminders via zoho campaign to my attendees 1 day prior to my scheduled events. I used zoho flow, autoresponder in zoho campaign, as well as I used workflow and automation - but none of these methods are working.

    • Update related module entry Zoho Flow not working with custom module ?

      Hi everyone. I am facing an issue here on Zoho Flow. Basically what I am doing is checking when a module entry is being filled in with an Event ID. Event is a custom module that I created. If the field is being filled in I fetch the contact with its ID

    • How to disable time log on / time log off

      Hi We use zoho people just to manage our HR Collaborators. We don't need that each persona check in and out the time tracker. How to disable from the screen that ?

    • Dealing With One-Time Customers on Zoho Books

      Hello there! I am trying to figure out a way to handle One-Time customers without having to create multiple accounts for every single one on Zoho Books. I understand that I can create a placeholder account called "Walk-In Customer", for example, but I

    • Zoho Flow - Add to Google Calendar from trigger in Zoho Creator App

      Hello! New to Zoho Flow, but I believe I have everything setup the way it should be however getting an error saying "Google Calendar says "Bad Request". Any idea where I should start looking? Essentially some background: Zoho Creator app has a trigger

    • Email authentication

      أريد التحقق من البريد الإلكتروني

    • What’s New in Zoho Analytics – December 2025

      December is a special time of the year to celebrate progress, reflect on what we have achieved, and prepare for what’s ahead! As we wrap up the year, this month’s updates focus on refining experiences, strengthening analytics workflows, and setting the

    • Marketing Tip #12: Earn trust with payment badges and clear policies

      Online shoppers want to know they can trust your store. Displaying trust signals such as SSL-secure payment badges, return and refund policies, and verified reviews shows visitors that your store is reliable. These visual cues can turn hesitation into

    • The improved portal experience: Introducing the template view for inventory modules, enhanced configurations, and PDF export support

      Availability: Open for all DCs. Editions: All Hello everyone, You can now achieve a seamless, brand-aligned portal experience with our enhanced configuration options and the new template view for inventory modules. Your clients will now be able to view

    • Zoho Analytics Bulk Api Import json Data

      HI, I’m trying to bulk-update rows in Zoho Analytics, and below are the request and response details. I’d like to understand the required parameters for constructing a bulk API request to import or update data in a table using Deluge. Any guidance on

    • Project Management Bulletin: December, 2025

      The holiday cheer is in the air and it’s time to reflect on the year that was. At Zoho PM Suite, we've been working behind the scenes on something huge and exciting all year and now we are almost ready—with just a bit of confetti—for our grand release

    • Inventory batch details

      Hi there, I'm trying to get the batch details of an item, here's what I've done so far. I've sent cUrl request to the below endpoint and I get a successful response. Within in the response I find the "warehouses" property which correctly lists all the

    • Auto check out after shift complete

      i'm just stuck here right now, i wanna know how to do this thing, now tell me, how can i configure a custom function that runs after complete shift time if employee forget to check-out ?

    • How to create a flow that creates tickets automaticaly everyday based on specific times

      Hi guys Does anyone know how to create a flow that will create tickets automaticaly in ZOHO Desk when a certain time is reached. Im havin a hard time configuring a flow that will create tickets automaticaly everyday during specific hours of the day For

    • ZOHO FLOW - ZOHO CREATOR - ZOHO WRITER : Get Related records

      Bonjour, J'ai besoin que vous m'ajoutiez la solution "Get related Records" dans la liste de choix de zoho creator (sous Zoho flow). En effet, j'ai besoin de récupérer les champs d'un sous formulaire pour l'ajouter à l'impression de mon document. Mer

    • Will zoho thrive be integrated with Zoho Books?

      title

    • Connecting email for each department in ZohoDesk

      Hi! Could someone help me to go through connecting emails for each department?

    • How do I trigger a Flow based on a campaign response?

      Is there a way to trgiider a Zoho Flow based upon a lead opening an email sent via Zoho Campaigns? I see that the data is recorded in the 'Campaigns' section of Zoho CRM under 'Member Status' and I want to trgigger a flow based upon that record changing.

    • All Zoho Flows are filtered

      My two flows operate perfectly when I run them as a test, but when they're activated each run ends with a status of neither success, nor fail, but filtered. I haven't set up any filters. I don't see where to turn off filters. When I test run on a sequence

    • Creating Multiple Items on Sales Order

      Hi, I’m trying to automate some processes using Zoho Flow, specifically the creation of sales orders in my Zoho Inventory. However, Zoho Flow's Create Sales Order function can only add one item. I would like to include multiple items in a single sales

    • Problem Connection from Zoho Flow and Gravity Form

      I obtained my API key from Gravity Forms via WordPress. However, when I enter my Zoho Flow, it states: Gravity Forms says, 'You are not authorised to access the API." I tried recreating a new API key, but it is still not working.

    • Eventbrite Email Field in Zoho Flow Returns "Info Requested" Instead of Actual Email

      Hi Zoho team, I'm using Zoho Flow to connect Eventbrite with Zoho CRM. My goal is to automatically add event attendees as leads in Zoho CRM. I’ve set up the flow and mapped the ${trigger.profile_email}} field to the Email field in CRM. However, I'm running

    • "Invalid value passed for Product ID" Error in Zoho Flow "Create Sales Order" Node

      Hello Zoho Community, I’m facing an issue with Zoho Flow while trying to create a sales order in Zoho Inventory using the "Create Sales Order" node. Here’s a detailed explanation of my setup and the problem: What I’m Trying to Achieve I’m building an

    • Associating Project with an Account via Flow

      I'm using flow to create a Project based on a Deal status update using flow. The fields exist to pass the Account Name through properly, but when you view the Projects module in a CRM Account Record it doesn't automatically associate the new Project Record

    • How to follow up a member in a meeting?

      Hello, I make weekly meeting online with a lot of people. I want(I've been using calendly to do it). I want to do a follow-up to it. I want to send messages via Zoho-flow to all the member that participated in the meeting. How can I do it?

    • Setting Delays in Invoice Reminder Flow

      I am currently working on a flow that sends reminders for unpaid invoices. The flow is designed to delay actions until specific intervals before the due date: A reminder should be sent 7 days before the due date. A second reminder should be sent 3 days

    • Get Sales Orders Related to Inventory Item

      Dear Team, I'm just wondering if there is a way to get a list of all Sales Orders related to a specific Inventory Item. I did search all articles but couldn't find any article that could help.

    • Endpoint Central Cloud Asset Update from Fresh Service

      All, Does anyone use the asset management feature in Fresh Service? I'd like some help on building a flow to update asset attributes in Endpoint Central Cloud based off of an update to that same asset in Fresh Service. The trigger is "asset is updated"

    • Zoho Flow Export to Deluge

      It would be great to take a user built zoho flow and export the entire flow as a deluge script including having multiple connected applications (showing the API connections and webhooks) and different functionality in the other applications interacting

    • Action Iteration/Loop using Zoho Flow

      Trying to use Zoho Flow for automating following Context - A zoho form entry which has image upload field with upto 5 images setting and files are saved into Workdrive. After form is submitted need to create folder based on some fields and move files

    • Zoho Flow - Unable to evaluate formatDate with Zoho Invoice Date Field for Calendar Integration

      Hello Community, I'm trying to automate the creation of all-day events in Zoho Calendar whenever a new invoice is created in Zoho Invoice. I'm using Zoho Flow for this automation. My Goal: When an invoice is created with a specific "Event Date," I want

    • Zoho Inventory Sales Order Items

      I'm trying to build automation using Zoho Flow to add items to a Sales Order. In the automation options for both "create sales order" and "update sales order", The item ID is required. However, when I update the Sales Order, it's just replacing the item

    • Permissions for Azure Devops connection

      I am trying to set up a connection with our Azure DevOps org but it keeps giving me this error. On Azure I should be able to have admin-level access to everything. Can you please point me to which permission this is checking for so I can enable it?

    • Best way to start zoho inventory with bulk openning stock

      We are already using zoho book since long time for cars trading company. Now to streamline more, would like to import the excel data of closing stock of inventory to zoho inventory and to start on. Since we need to track each VIN (unique vehicle id number)

    • My IMAP mail suddenly stopped working

      On my iPhone and iPad, IMAP stopped working for my Zoho account with the error "User name or password incorrect" and "Invalid credentials failure" however I was able to access via web with the same credentials. Also stopped working on Apple Mail client.

    • Confused by the distiction between matched and categorized when reconciling a bank statement an how to

      I used to use quickbooks. In quickbooks, it was possible to use the check writing feature to add an expense that was on the bank statement that did not go through the AP and check writing process. I would write a check, assign it a number like etf (for

    • Not Receiving OTP • https://voters.eci.gov.in/home/family

      Hello Customer, Greetings from Zoho Mail. Upon a detailed review of our delivery logs, we can confirm that other Zoho Mail users are successfully receiving OTP emails from eci.gov.in. However, in your specific case, it appears that the OTP emails are

    • WorkDrive for Excel Add on

      Dear Sir/Madam Have installed Workdrive for Microsoft add on But unable to view the same added in Excel

    • Splitting Transactions in Zoho Books

      I have read in past forum posts that the ability to split bank transactions would likely be implemented - it's definitely a typical accounting program feature.  I'm new to Zoho and thought I'd found nirvana until I realized this feature doesn't seem to

    • Zoho Calendar s’enrichit avec une intégration à Zoho People et Zoho Cliq

      Les journées de travail ne se déroulent jamais exactement comme prévu. Une conversation informelle devient une séance d’échange d'idées, une absence modifie un planning, et votre agenda se retrouve vite décalé par rapport à la réalité. Chez Zoho Calendar,

    • Next Page