
When this happens...

Automatically do this!
Create Contact
Update Contact
Update Company
Get Organization Details
Create Or Update Pipeline
Create Or Update Contact
Create Pipeline
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new contact is created in Zoho Bigin.
Runs when a new deal is created in Zoho Bigin.
Action is the task that follows automatically within your Altoviz integrations.
Find a sales invoice by internal ID. Optionally creates a sales invoice if none are found
Find an application settings
Find a product by its number. Optionally create a product if none is found
Finds a customer by email-ID. Optionally creates a new customer if none are found
Find a contact by Email.Optionally create a contact if none are found
Creates a new contact

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To start, connect both your Altoviz and Bigin accounts to viaSocket. Once connected, you can set up a workflow where an event in Altoviz triggers actions in Bigin (or vice versa).
Absolutely. You can customize how Altoviz data is recorded in Bigin. This includes choosing which data fields go into which fields of Bigin, setting up custom formats, and filtering out unwanted information.
The data sync between Altoviz and Bigin typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Altoviz and Bigin. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Altoviz is a cloud-based invoicing and accounting platform** for small businesses, starting with a web application. It aims to empower entrepreneurs with an appealing and powerful platform.
Learn MoreBigin by Zoho CRM is a customer relationship management system tailored for small businesses to streamline sales, marketing, and customer service. Its intuitive pipeline management tracks opportunities across sales stages with customizable workflows.
Learn More