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:
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:
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
Zoho Desk - Zoho FSM Integration issue on Mobile and iPad
Hello Team, I am trying to create a Work Order (WO) using the Zoho FSM integration (Add-on Service) that is integrated with Zoho Desk. The issue is that the integration is not working on mobile devices and iPads. While I am able to create the WO, Request,
E-File Form 1099 Directly With the IRS From Zoho Books
The Form 1099 filing season has begun, and businesses are required to e-file certain forms with the IRS to report payments made to vendors and contractors. If your business made qualifying payments during the year, you must e-file the appropriate Form
Can I hide empty Contact fields from view?
Some contacts have a lot of empty fields, others are mostly filled. Is there a way I can hide/show empty fields without changing the actual Layout? I would like to de-clutter my view, and also be able to add information later as I am able. I would be willing to learn to code a button, but I am highly confused about it and thus worried it would be beyond me. I've looked at a lot of the developer documents and I'm not able to make a lot of sense of them. Thank you in advance to anyone who knows the
Totals for Sales Tax Report
On the sales tax report, the column totals aren't shown for any column other than Total Tax. I can't think of a good reason that they shouldn't be included for the other columns, as well. It would help me with my returns, for sure. It seems ludicrous
Suggestions for showing subscribed Topics in CRM (contact record)
We have several Topics set up in ZMA. We also have a sync set up between ZMA and CRM. I'd like to display the subscribed topics on the CRM Contact record. This will allow the Sales team (who uses CRM) to see at a glance what topics a Contact is subscribed
Replies sometimes creating separate ticket
Sometimes when a customer responds to an email coming from Zoho Desk, instead of adding a reply to the original ticket, a separate ticket is created. This happens even though the response subject line contained the ticket number, and the person responding
Highlight a candidate who is "off limits"
Hello: Is there a way to highlight a candidate who is "off limits"? I would like to have the ability to make certain candidate and / or Client records highlighted in RED or something like that. This would be used for example when we may have placed a candidate somewhere and we want everyone in our company to quickly and easily see that they are off limits. The same would apply when we want to put a client or former client off limits so no one recruits out of there. How can this be done? Cheers,
Zoho Trident Windows - Streams Not Visible
Namaste We’re having an issue with Streams not being visible in Trident (Windows), which is important for us as we share many emails internally. It appears that the feature to show Streams above the Inbox folder, as seen in the default mailbox view, is
Kill zoho meeting
Saying the quiet part out loud. Can zoho please just give up on the idea that they can make a meeting platform and just make our workplace licenses cheaper when you remove it so people can switch to zoom or teams. Tired of the excuses, you guys cant make
Re-hide fields when option is unselected
Hi all Can anyone help me with this - when I create a 'show' field rule for when a dropdown option is selected, how to I make it so the 'show' option re-hides if that option is no longer selected?
ZIA "Generate Content" action doesn't have contexual data from the ticket
"Generate Content" action doesn't have contexual data from the ticket. I try to get AI to help me with this ticket but it doesn't seem to have any ticket information as context. Although the ticket has a lot of information in it.
Allow Attaching Quartz Recordings to Existing Zoho Support Tickets
Hi Zoho Team, We would like to request an enhancement to how Zoho Quartz recordings integrate with Zoho Support tickets. Current Behavior: At the moment, each Quartz recording automatically creates a new support ticket. However, in many real-world scenarios:
I'm getting this error when I try to link an email to a deal inside the Zohomail Zoho CRM extension.
When I click "Yes, associate," the system displays an "Oops!! Something went wrong" error message. I have attached a screenshot of the issue for reference.
Custom Fields
There is no way to add a custom field in the "Timesheet" module. Honestly, the ability to add a custom field should be available in every module.
Workflow Down/Bug
We have a workflow that sends an email to one of our internal departments 10 minutes after a record is created in a custom module. The workflow actually works correctly. However, we have now noticed that on January 8, between 3:55 p.m. and 4:33 p.m.,
Remove the “One Migration Per User” Limitation in Zoho WorkDrive
Hi Zoho WorkDrive Team, Hope you are doing well. We would like to raise a critical feature request regarding the Google Drive → Zoho WorkDrive migration process. Current Limitation: Zoho WorkDrive currently enforces a hard limitation: A Zoho WorkDrive
Translation from Chinese (Simplified) to Chinese (Traditional) is not working. It randomly translated. Google Translate accurately but zoho translate is not working at all
Hi friends, The newly added language for translation. https://www.zoho.com/deluge/help/ai-tasks/translate.html "zh" - Chinese "zh-CN" - Chinese (Simplified) "zh-TW" - Chinese (Traditional) my original text: 郑这钻 (and it is zh-CN) translated traditional
Consultant-Only Booking Page
Zoho Bookings does not allow for Meeting Type OR Workspace-Wide booking pages to be turned off. This is detrimental to organizations that have territory-based or assigned accounts, because if prospects can go to these booking pages and either select the
All new Address Field in Zoho CRM: maintain structured and accurate address inputs
The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update
Call result pop up on call when call ends
I’d like to be able to create a pop up that appears after a call has finished that allows me to select the Call Result. I'm using RingCentral. I have seen from a previous, now locked, thread on Zoho Cares that this capability has been implemented, but
Custom Sorting based on other columns in table
I need the ability to apply custom sorting to a text-based dimension in the X axis where the sorting is based on another column in the table. For example, I have a chart report where the X axis is a text label. I would like to be able to sort those text
Feature Request: Enable Custom PDF Layout Editor for All Modules (Including Package Slips)
Hello Zoho Community and Product Team, I am writing to share a suggestion that would significantly enhance the customization capabilities within Zoho Books. We all appreciate the power of the Custom PDF Layouts (the "New" template engine) that allows
Is there a way to invoke deluge function from within a widget?
Hi! I have custom functions in deluge and I was wondering whether there is any way to call this function through a widget? Something like on click of a button inside a widget, run the deluge custom function. Would this be possible?
Can a default task Priority be set?
The "Priority" field in the Task layout does not allow a default to be set. Is there another way of doing it? Because the current default is "None" and the Zoho Kanban board design has selected this field as critical information to surface by including
Adding a threshold to a line chart based on date range
I have a line chart that is tracking a percentage over time. It also has a filter for 50 different clients. I would like to create a threshold that is based on a portion of the date range. As I understand it, this would be done by adding a column to the
Resize Signature field dynamically
On the tablet, it is perfect. But on smaller mobile devices and PCs, both web and application, it is too small for people to sign. Is there any plan to make the signature field size dynamically in the future update?
Super Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working
Zoho Creator Application - New User Not able to access the application
In Zoho Creator, The newly added user not able to access the " Added Application" - User has received the Invitation Email, but while clicking "confirm Account" in the invitation Email, the following error message has appeared. "Sorry! you cannot accept
Deleting Salutation Field
We have updated our lead input screen and 'Salutation' has appeared. This is not visible in the 'Edit Pgae Layout' screen so cannot be moved to 'List of Removed Fields' Salutation is visible in the list in 'Customization - Fields' however I can only 'Edit' or 'Replace' I cannot delete and I do not need this field on my lead input screen. Please can you advise how to get rid of this. Screen shots can be provided if needed. Thank you Tasha
Auto-Generate & Update Asset Serial Numbers using a custom function (Assets Module)
Hello Team, I’ve been working on a script to automate one of our processes in Zoho FSM, and the core functionality has been successfully implemented. However, I’m encountering an issue related to serial number allocation, which is not working as expected.
Partner with HDFC And Sbi Bank.
Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.
Zoho Mail iOS app update: Access Delegated Mailbox.
Hello everyone! You can now access the delegated mailbox from within the iOS version of the Zoho Mail app. To access the delegated mailbox: Open the Zoho Mail app. Go on to the 'Email' module. Tap the profile picture. Choose the delegated mailbox Please
How to convert Lead's country field from Text to Pick List
Hi, I would like to change the default country field in ZCRM from text to pick list. It looks like not I can't delete default country field and recreate it as pick list nor can i create an new custom field country because such a label belong to default field. So what do I have to do? Any ideas? L
Introducing parent-child ticketing in Zoho Desk [Early access]
Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child
How create a draft via workflow?
I wish to create a workflow rule for specific emails that creates a draft response - not an automatic email reply, but just a draft with a set response ready to be verified by an agent who can then manually select recipients. Alternatively, the workflow
New feature: Invite additional guests for your bookings
Hello everyone, Greetings from Zoho Bookings! We are happy to announce the much-awaited feature Guest Invite, which enhances your booking experience like never before. This feature allows additional participants to be invited for the bookings to make
Link Contacts to Billed Accounts
Hello, I want to do a survey on all my customers of 2025. For that I want to select all contacts linked to accounts who where billed in 2025. How to I create this link to I can then use Zoho Survey with this database of contacts?
Improved Contact Sync flow in Google Integration with Zoho CRM
Hello Everyone, Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google. With this
Image field in custom module
Hi guy, Is there any hope of adding a custom image field in the custom module? We created a custom module to keep track of assets, and it would be helpful if we could attach an image to the record. Thanks Rudy
Please can the open tasks be shown in each customer account at the top.
Hi there This has happened before, where the open tasks are no longer visible at the top of the page for each customer in the CRM. They have gone missing previously and were reinstated when I asked so I think it's just after an update that this feature
Next Page