Connect Bigin and Process Street to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Created
New Deal Is Created
Choose an Action
Automatically do this!
Create Data Set Record
Delete Data Set Record
Update Task
List Workflows
List Users
List Data Sets
Ready to use Bigin and Process Street automations
Actions and Triggers
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.
New Workflow Run
Triggers when a workflow is run.
Workflow Run Completed
Triggers when a workflow run is completed.
New Task Checked
Triggers when a task is checked off in a workflow.
Task Ready
Triggers when a task is ready to be worked on.
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.
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Frequently Asked Questions
To start, connect both your Bigin and Process Street accounts to viaSocket. Once connected, you can set up a workflow where an event in Bigin triggers actions in Process Street (or vice versa).
Absolutely. You can customize how Bigin data is recorded in Process Street. This includes choosing which data fields go into which fields of Process Street, setting up custom formats, and filtering out unwanted information.
The data sync between Bigin and Process Street 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 Process Street. 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.
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 MoreAbout Process Street
Automate your team's recurring tasks and workflows with Process Street, a powerful process management and checklist tool designed to enhance productivity and collaboration.
Learn More
