Connect Zoho Books and Bigin
Integrate Zoho Books with Bigin to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Bigin when New Sales Invoice in Zoho Books
Update Contact in Bigin when New Sales Invoice in Zoho Books
Update Company in Bigin when New Sales Invoice in Zoho Books
Get Organization Details from Bigin when New Sales Invoice in Zoho Books
Create Or Update Pipeline in Bigin when New Sales Invoice in Zoho Books
Popular Zoho Books + Bigin flows
Start from a real workflow other teams are already running.
Choose a trigger
Zoho Books
When this happens...
New Sales Invoice
Sales Invoice Updated
When a new estimate is created
When a new customer is created
Choose an action
Bigin
Automatically do this!
Create Contact
Update Contact
Update Company
Get Organization Details
Create Or Update Pipeline
Create Or Update Contact
Create Pipeline
Create Contact in Bigin when New Sales Invoice in Zoho Books
Use this flowUpdate Contact in Bigin when New Sales Invoice in Zoho Books
Use this flowUpdate Company in Bigin when New Sales Invoice in Zoho Books
Use this flowGet Organization Details from Bigin when New Sales Invoice in Zoho Books
Use this flowCreate Or Update Pipeline in Bigin when New Sales Invoice in Zoho Books
Use this flowCreate Or Update Contact in Bigin when New Sales Invoice in Zoho Books
Use this flowCreate Pipeline in Bigin when New Sales Invoice in Zoho Books
Use this flowCreate Contact in Bigin when Sales Invoice Updated in Zoho Books
Use this flowUpdate Contact in Bigin when Sales Invoice Updated in Zoho Books
Use this flowUpdate Company in Bigin when Sales Invoice Updated in Zoho Books
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho Books and Bigin.
When this happensTriggers
A trigger is an event that starts a workflow.
New Sales Invoice
Runs when a new sales invoice is created in Zoho Books.
Sales Invoice Updated
Runs when a sales invoice is updated
When a new estimate is created
Runs the workflow automatically whenever a new estimate is created in the account.
When a new customer is created
Runs the workflow automatically whenever a new customer is created in the account.
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.
Do thisActions
Action is the task that follows automatically within your Zoho Books integrations.
Create Invoice
Creates a new invoice for a selected customer.
Create Or Update Customer
Creates a new customer or updates an existing customer in Zoho Books.
Update Invoice
Update an existing invoice’s customer, line items, taxes, discounts, shipping, tags, or custom fields.
Update Contact
Update a customer's details by their customer ID.
Find Invoice
Finds an existing invoice in Zoho Books and returns its details.
Create Item
Creates a new item.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn More About Automation
Top 6 Ways to Automate Zoho Bigin with viaSocket for Efficiency
Explore six automation strategies to optimize Zoho Bigin with viaSocket, including lead management, communications, tasks, invoicing, support, and marketing campaigns, with practical integration examples.
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Zoho Books and Bigin free
No credit card required. Set up your first workflow in minutes.
About Zoho Books
Zoho Books is an online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.
Learn moreSimilar apps
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho Books and Bigin 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 Zoho Books and Bigin 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 Bigin. No coding required.
Yes. You can set up a workflow where Zoho Books triggers actions in Bigin, and a separate workflow where Bigin triggers actions in Zoho Books. 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 Zoho Books and Bigin. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho Books and Bigin integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
