Connect Bigin by Zoho CRM and Projectworks to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Call" from Bigin by Zoho CRM.

Add your action

An action happens after the trigger—such as "Assign Timecode" in Projectworks.

You’re connected!

Zapier seamlessly connects Bigin by Zoho CRM and Projectworks, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It

- Organization
  Required
Action
Write
- Organization
  Required
Action
Write

- Organization
  Required
Action
Write
- Organization
  Required
Action
Write
- Organization
  Required
Action
Write
- Organization
  Required
- Company ID
  Required
Action
Write
- Organization
  Required
- Deal ID
  Required
Action
Write
- Organization
  Required
- Product ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Organization
  Required
- Full Name
Action
Search
- Organization
  Required
- Deal Name
Action
Search
- Organization
  Required
- Product Name
- Product Code
Action
Search
- Organization
  Required
- User Email
Action
Search
Get Clients
Triggers when a user requests a list of clients.
Trigger
Polling
Try It
Get Leave Statuses
Triggers when a user requests a list of leave statuses.
Trigger
Polling
Try It
- clientID
Trigger
Polling
Try It
- iD
- userID
- taskID
- date
- userExternalReference
- taskExternalReference
Trigger
Polling
Try It
- StatusID
  Required
Trigger
Polling
Try It
- ProjectID
  Required
- ModuleName
  Required
- Budget
  Required
- IsServices
  Required
- GLCodeID
  Required
- IsActive
- ExternalReference
Action
Write
- UserID
  Required
- StatusID
  Required
- Date
  Required
- TypeID
  Required
- Hours
  Required
Action
Write
- moduleID
  Required
- TaskName
  Required
- TaskTypeID
  Required
- StartDate
- EndDate
- IsOnTimesheet
- StatusID
- PercentComplete
- ExternalReference
- EnforceTimesheetDates
- IsScheduled
Action
Write
- ProjectID
  Required
- Date
  Required
- ResourceTypeID
  Required
- UserID
  Required
- IsPenciled
  Required
- Hours
  Required
- Comment
- ModeID
  Required
Action
Write
- clientID
  Required
- ClientName
- AccountManagerID
- OfficeID
- ExternalReference
- IsActive
Action
Write
- projectID
  Required
- ProjectName
- ProjectStatusID
- ProjectManagerID
- AccountManagerID
- ExternalReference
Action
Write
- ID
  Required
- IsReviewed
- Minutes
- Comment
Action
Write
- name
- code
Action
Search
- code
- description
Action
Search
- name
- externalReference
Action
Search
- externalReference
  Required
Action
Search

- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Action
Write
Create or Update Pipeline Record
Creates a new pipeline record or updates the details of an existing pipeline record.
Action
Write
- Organization
  Required
Action
Write
Create Pipeline Record
Creates a new pipeline record
Action
Write
- Organization
  Required
Action
Write
- Organization
  Required
- Contact ID
  Required
Action
Write
- Organization
  Required
- Event ID
  Required
Action
Write
- Organization
  Required
- Task ID
  Required
Action
Write
- Organization
  Required
- Select Query
Action
Search
- Organization
  Required
- Full Name
- Email Address
- Mobile Number
- Phone Number
- Home Phone Number
Action
Search
- Organization
  Required
- Event Title
- Start DateTime
Action
Search
- Organization
  Required
- Task Name
Action
Search
- projectID
Trigger
Polling
Try It
Get Custom Fields
Triggers when a user requests a list of Custom Fields
Trigger
Polling
Try It
Get Offices
Triggers when a user requests a list of offices.
Trigger
Polling
Try It
- moduleID
Trigger
Polling
Try It
Get Users
Triggers when a user requests a list of users.
Trigger
Polling
Try It
- UserID
  Required
- TaskID
  Required
- Hours
- IsActive
  Required
Action
Write
- ClientName
  Required
- AccountManagerID
  Required
- OfficeID
  Required
- ExternalReference
- IsActive
- CurrencyID
  Required
Action
Write
- ProjectName
  Required
- OfficeID
  Required
- ClientID
  Required
- ProjectTypeID
  Required
- ProjectStatusID
  Required
- CurrencyID
  Required
- ProjectManagerID
  Required
- AccountManagerID
  Required
- TaskSelfServiceModeID
  Required
- ExternalReference
Action
Write
- UserID
  Required
- TaskID
  Required
- Date
  Required
- Minutes
  Required
- Comment
Action
Write
- moduleID
  Required
- ModuleName
- glcodeID
- IsActive
- Budget
- ExternalReference
Action
Write
- EntityID
  Required
- EntityTypeID
  Required
- FieldID
  Required
- Value
  Required
Action
Write
- taskID
  Required
- TaskName
- StatusID
- PercentComplete
- ExternalReference
Action
Write
- name
- externalReference
Action
Search
- entityTypeID
  Required
- label
  Required
Action
Search
- externalReference
  Required
Action
Search
- name
- externalReference
- projectNumber
Action
Search
- email
- name
- externalReference
Action
Search

For AI agents & developers

Use Bigin by Zoho CRM and Projectworks with AI agents and code

Beyond Zap workflows. Call Bigin by Zoho CRM and Projectworks actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Bigin by Zoho CRM and Projectworks actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Call
Assign Timecode

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Bigin by Zoho CRM and Projectworks actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* bigin / projectworks action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Bigin by Zoho CRM and Projectworks to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Bigin by Zoho CRM to Projectworks integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Bigin by Zoho CRM

Bigin is a sales pipeline management software that lets you manage deals, track activities and keep all the interactions with your contacts at one place.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Zoho

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About Projectworks

Projectworks is a professional services automation software that connects time and expense tracking, resource management, invoicing, and financial reporting.

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