How to connect Bigin by Zoho CRM + Wave
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- New CallTriggers when a new call is added.Trigger
- New CompanyTriggers when a new company is created.Trigger
- New ContactTriggers when a new contact is created.Trigger
- New DealTriggers when a new deal is created.Trigger
- New EventTriggers when a new event is added.Trigger
- New ProductTriggers when a new product is created.Trigger
- New TaskTriggers when a new task is added.Trigger
- Updated CompanyTriggers when an existing company is updated.Trigger
- Bigin by Zoho CRM
Triggers when an existing contact is updated.
Instant
Trigger
- Bigin by Zoho CRM
Triggers when a new deal is created.
Instant
Trigger
- Bigin by Zoho CRM
Creates a new call.
Scheduled
Action
- Bigin by Zoho CRM
Creates a new company or updates the details of the existing company.
Scheduled
Action
- Bigin by Zoho CRM
Creates a new contact or updates the details of the contact, if contact with the provided email address exists.
Scheduled
Action
- Bigin by Zoho CRM
Creates a new deal or updates the details of an existing deal.
Scheduled
Action
- Bigin by Zoho CRM
Creates a new event.
Scheduled
Action
- Bigin by Zoho CRM
Creates a new company
Scheduled
Action
- Bigin by Zoho CRM
Creates a new contact.
Scheduled
Action
- Bigin by Zoho CRM
Creates a new deal
Scheduled
Action
- Bigin by Zoho CRM
Creates a new product.
Scheduled
Action
- Bigin by Zoho CRM
Creates a new task.
Scheduled
Action
- Bigin by Zoho CRM
Updates an existing company
Scheduled
Action
- Bigin by Zoho CRM
Updates an existing contact.
Scheduled
Action
- Bigin by Zoho CRM
Updates the details of an existing deal
Scheduled
Action
- Bigin by Zoho CRM
Updates an existing event
Scheduled
Action
- Bigin by Zoho CRM
Updates an existing product.
Scheduled
Action
- Bigin by Zoho CRM
Updates a new task.
Scheduled
Action
- Bigin by Zoho CRM
Searches an existing company.
Scheduled
Action
- Bigin by Zoho CRM
Searches an existing contact.
Scheduled
Action
- Bigin by Zoho CRM
Searches an existing deal.
Scheduled
Action
- Bigin by Zoho CRM
Searches an existing event.
Scheduled
Action
- Bigin by Zoho CRM
Searches an existing product.
Scheduled
Action
- Bigin by Zoho CRM
Searches an existing task.
Scheduled
Action
- Bigin by Zoho CRM
Searches an existing user.
Scheduled
Action
- Wave
Triggers when a new customer is added to a business you choose.
Scheduled
Trigger
- Wave
Triggers when a new invoice is created.
Scheduled
Trigger
- Wave
Creates a customer in a business that you choose.
Scheduled
Action
- Wave
Creates a new invoice.
Scheduled
Action
- Wave
Creates a product or service in a business that you choose.
Scheduled
Action
- Wave
Records an Income transaction with optional Sales Tax and optional Payment Processing Fee.
Scheduled
Action
- Wave
Finds an existing customer.
Scheduled
Action
- Wave
Finds an existing product or service by name.
Scheduled
Action
- Wave
Finds an existing customer.
Scheduled
Action
How Bigin by Zoho CRM + Wave Integrations Work
- Step 1: Authenticate Bigin by Zoho CRM and Wave.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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