
When this happens...
New Contact Created
New Deal Is Created

Automatically do this!
Update Form by ID
Form Details by ID
Find Partial-Submissions
Delete Partial submission by ID
Updates Sold Amount for Product
Find Product By SKU
Updates product by SKU
Update Product Quantity
Delete Product
Creates Coupon
Update Coupon
Delete Coupon
Creates Spaces
Updates Space
Copy Document
Cancel Document
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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.
Triggers when a new Document Completed for a form.
Triggered when a document is sent out for signing.
Triggered when a document is cancelled, meaning the signing process was terminated before completion.
Triggered when a document is rejected by the signer.
Action is the task that follows automatically within your Bigin integrations.
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.
Updates an existing company in Bigin with the provided details such as name, contact info, address, owner, and tags.
Retrieves the details of the organization.
Creates a new pipeline or updates an existing pipeline in Bigin.
Creates a new contact or updates an existing contact matched by email.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Bigin and Paperform accounts to viaSocket. Once connected, you can set up a workflow where an event in Bigin triggers actions in Paperform (or vice versa).
Absolutely. You can customize how Bigin data is recorded in Paperform. This includes choosing which data fields go into which fields of Paperform, setting up custom formats, and filtering out unwanted information.
The data sync between Bigin and Paperform 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 Bigin and Paperform. 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 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 MorePaperform is a powerful online tool that lets you easily create beautiful forms to do almost anything. Use it to collect information, sell products, take payments, or schedule appointments—all without needing to code.
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