Connect Bigin and Custom Views to Build Intelligent Automations

Choose a Trigger

Bigin

When this happens...

Choose an Action

Custom Views

Automatically do this!

Enable Integrations or automations with these events of Bigin and Custom Views

Enable Integrations or automations with these events of Bigin and Custom Views

Actions

Create Contact

Create Contact

Create a new contact

Get Organization Details

Get Organization Details

Retrieves the details of the organization.

Request a new Action for Bigin

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Frequently Asked Questions

How do I start an integration between Bigin and Custom Views?

To start, connect both your Bigin and Custom Views accounts to viaSocket. Once connected, you can set up a workflow where an event in Bigin triggers actions in Custom Views (or vice versa).

Can we customize how data from Bigin is recorded in Custom Views?

Absolutely. You can customize how Bigin data is recorded in Custom Views. This includes choosing which data fields go into which fields of Custom Views, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Bigin and Custom Views?

The data sync between Bigin and Custom Views typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Bigin to Custom Views?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Bigin and Custom Views?

Yes, you can set conditional logic to control the flow of data between Bigin and Custom Views. 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.

Bigin

About Bigin

Bigin is your secret weapon to organize your business data into Contacts, Companies, Pipelines, and Activities allowing you to see what areas need your attention and when.

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Custom Views

About Custom Views

Custom Views allows users to personalize how data, dashboards, and workflows are displayed. It enables filtering, sorting, and creating role-based or task-specific views for improved productivity. By tailoring interfaces to individual or team needs, Custom Views helps organizations boost efficiency, collaboration, and decision-making.

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