Connect Zoho Bigin with Hookshot™ and your stack

Zoho Bigin is a simplified CRM solution from Zoho tailored for small businesses, focusing on pipeline tracking and relationship management

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Tools and triggers

What Agents can do in Zoho Bigin

Available tools and events after Zoho Bigin is connected.

  • Add Records

    Tool to add new records to a module. Use when you need to programmatically insert one or more records into Bigin after confirming module name and field API names. Module-specific mandatory fields: - Tasks: Subject…

  • Add Tags to Records

    Tool to add tags to a specific record in a module. Use when you need to categorize or label a record after creation or update.

  • Create Bulk Read Job

    Tool to create a bulk read job for exporting large amounts of data asynchronously. Use when you need to export records from a module that may exceed standard API limits. Returns a job ID that can be used to track…

  • Create Notes

    Tool to create notes and associate them with records in Zoho Bigin. Use when you need to add notes to contacts, accounts, pipelines, or other module records. Each note requires content, parent record ID, and the module…

  • Create Record Notes

    Tool to create new notes for a specific record. Use when you need to add notes to a Bigin record after confirming the module name and record ID.

  • Create Tags

    Tool to create tags for a module. Use when you need to add new tags to a specific module in Zoho Bigin.

  • Delete Attachment

    Tool to delete an attachment from a record. Use when you need to remove a file after confirming its record_id and attachment_id.

  • Delete Note

    Tool to delete a note from a specific record. Use when you need to remove a note after confirming its record_id and note_id.

  • Delete Notes

    Tool to delete multiple notes from Zoho Bigin. Use when removing notes after confirming their IDs.

  • Delete Record

    Tool to delete a specific record from a module. Use when removing a single record after confirming its ID. Can also be used to delink related records.

  • Delete Record Photo

    Tool to delete a profile photo from a record. Use when you need to remove the photo associated with a specific record.

  • Delete Records

    Tool to delete records from a module. Use when removing one or multiple records after confirming their IDs.

  • Delink Related Records

    Tool to delete the association between a module record and related list records. Use when you need to remove relationships between records without deleting the records themselves.

  • Disable Notifications

    Tool to disable instant notifications for one or more channels. Use when you need to stop receiving notifications for specific channels that were previously enabled.

  • Download Attachment

    Tool to download an attachment from a record. Use when you need the binary content of a specific attachment after confirming the record and attachment IDs.

  • Download Bulk Read Result

    Tool to download the bulk read job result in ZIP format (containing CSV or ICS export). Use when you need to retrieve completed bulk read job data after obtaining the job_id from the bulk read job creation or status…

  • Download Record Photo

    Tool to download the profile photo associated with a specific record. Use when you need the binary content of a record's photo after confirming the record ID. Returns HTTP 204 if the record exists but has no photo.

  • Enable Notifications

    Tool to enable instant webhook notifications for module events in Bigin. Use when you need to receive real-time alerts for record create, edit, or delete operations in specific modules (Contacts, Pipelines, etc.).

  • Get All Notes

    Tool to retrieve the list of notes associated with records. Use when you need to fetch notes with pagination support. Maximum 200 records per call.

  • Get Attachments

    Tool to retrieve attachments for a record. Use when you need a paginated list of attachments for a given module record.

  • Get Bulk Read Job Status

    Tool to retrieve the details of a bulk read job performed earlier. Use when you need to check the status of a bulk export operation or download the results after job completion.

  • Get Custom View

    Tool to get the metadata of a specific custom view configured in a module. Use when you need to retrieve configuration details, criteria, or field lists for a particular custom view.

  • Get Custom Views

    Tool to retrieve the list of custom views available for a module. Use when you need to discover which custom views exist for a specific Bigin module.

  • Get Deleted Records

    Tool to get a list of deleted records in a module. Use when auditing or restoring recently deleted data (recycle within 60 days, permanent within 120 days).

Setup

Connect Zoho Bigin in Hookshot™

Pick a scope, then confirm what can start a Protege and what it can do.

Trigger Access

What can start a Protege from this app.

Tool Access

What a Protege can do after it starts.

Connection scope

Prefer team for production.

Team

Shared credential for production and unattended runs.

Personal

Tied to one user—only when the workflow needs their account.

Chat

Team-scoped for supported chat surfaces.

Full setup guide

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Hookshot™ setup screen — AI agent workflow configuration with model selection, trigger status, and governance controls.