
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 Nibo integrations.
Add a company bank account with name, bank, agency, account number, verification digit, and opening balance/date.
Create a new employee record with contact, address, bank, and company details.
Create a cost center using the provided description.
Shows the account statement for a selected account and date range.
Adds a new contact to Bigin with name, contact details, address, owner, tags, and associated company.
Updates an existing contact in Bigin with the provided details.

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To start, connect both your Nibo and Bigin accounts to viaSocket. Once connected, you can set up a workflow where an event in Nibo triggers actions in Bigin (or vice versa).
Absolutely. You can customize how Nibo 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 Nibo 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 Nibo 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.
Nibo is a comprehensive platform designed to streamline financial management and accounting processes for businesses. It offers tools for bookkeeping, financial reporting, and tax management, making it easier for companies to maintain accurate financial records and ensure compliance.
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.
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