Connect Bigin and Cardly
Integrate Bigin with Cardly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Invite User to Account on Cardly when New Contact Created in Bigin
Create a Contact List in Cardly when New Contact Created in Bigin
Create a Contact in Cardly when New Contact Created in Bigin
Delete a Contact in Cardly when New Contact Created in Bigin
Revoke User Access in Cardly when New Contact Created in Bigin
Popular Bigin + Cardly flows
Start from a real workflow other teams are already running.
Choose a trigger
Bigin
When this happens...
New Contact Created
New Deal Is Created
Choose an action
Cardly
Automatically do this!
Invite User to Account
Create a Contact List
Create a Contact
Delete a Contact
Revoke User Access
Send a Card
Synchronize a Contact
Invite User to Account on Cardly when New Contact Created in Bigin
Use this flowCreate a Contact List in Cardly when New Contact Created in Bigin
Use this flowCreate a Contact in Cardly when New Contact Created in Bigin
Use this flowDelete a Contact in Cardly when New Contact Created in Bigin
Use this flowRevoke User Access in Cardly when New Contact Created in Bigin
Use this flowSend a Card via Cardly when New Contact Created in Bigin
Use this flowSynchronize a Contact with Cardly when New Contact Created in Bigin
Use this flowInvite User to Account on Cardly when New Deal Is Created in Bigin
Use this flowCreate a Contact List in Cardly when New Deal Is Created in Bigin
Use this flowCreate a Contact in Cardly when New Deal Is Created in Bigin
Use this flowSupported Triggers & Actions
Everything you can automate between Bigin and Cardly.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Runs when a new contact is created in Zoho Bigin.
New Deal Is Created
Runs when a new deal is created in Zoho Bigin.
Automation Order Cancelled
Get details about an order that was cancelled for one of your contacts and the rule that originally triggered it.
Automation Order Created
Get details about an order that was just created for one of your contacts based on an automation rule being triggered.
Automation Order Sent
Get details about an order that was dispatched for one of your contacts and the rule that originally triggered it.
Contact Change of Address Notification
Feed back details of a change of address notification for one of your contacts back into an external system.
Do thisActions
Action is the task that follows automatically within your Bigin integrations.
Create Contact
Adds a new contact to Bigin with name, contact details, address, owner, tags, and associated company.
Update Contact
Updates an existing contact in Bigin with the provided details.
Update Company
Updates an existing company in Bigin with the provided details such as name, contact info, address, owner, and tags.
Get Organization Details
Retrieves the details of the organization.
Create Or Update Pipeline
Creates a new pipeline or updates an existing pipeline in Bigin.
Create Or Update Contact
Creates a new contact or updates an existing contact matched by email.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About Bigin
Bigin 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
About Cardly
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Bigin and Cardly accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Bigin and Cardly as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Cardly. No coding required.
Yes. You can set up a workflow where Bigin triggers actions in Cardly, and a separate workflow where Cardly triggers actions in Bigin. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Bigin and Cardly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Bigin and Cardly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
