Zoho Bigin
for LuumenAI
Zoho Bigin is a simplified CRM solution from Zoho tailored for small businesses, focusing on pipeline tracking and relationship management
Operate Zoho Bigin from the same conversation as the hosts it runs on. Check jobs, queues, and interfaces without a second console; run diagnostic reports; and restart or update with the change previewed, approved, and logged.
The Zoho Bigin toolbox
54 tools: 29 read, 25 write. Reads answer instantly. Writes require approval by default. Everything is logged.
- ReadCreate Bulk Read JobCreate a bulk read job for exporting large amounts of data asynchronously.
- ReadDownload AttachmentDownload an attachment from a record.
- ReadDownload Bulk Read ResultDownload the bulk read job result in ZIP format (containing CSV or ICS export).
- ReadDownload Record PhotoDownload the profile photo associated with a specific record.
- ReadGet All NotesRetrieve the list of notes associated with records.
- ReadGet AttachmentsRetrieve attachments for a record.
- ReadGet Bulk Read Job StatusRetrieve the details of a bulk read job performed earlier.
- ReadGet Custom ViewGet the metadata of a specific custom view configured in a module.
- ReadGet Custom ViewsRetrieve the list of custom views available for a module.
- ReadGet Deleted RecordsGet a list of deleted records in a module.
- ReadGet FieldsRetrieve field metadata for a Bigin module.
- ReadGet LayoutRetrieve details of a specific layout by layout ID.
- ReadGet LayoutsRetrieve the list of layouts available for a module.
- ReadGet Module MetadataRetrieve metadata of a specific module by its API name.
- ReadGet ModulesRetrieve a list of all modules.
- ReadGet Notification DetailsRetrieve information about enabled notifications.
- ReadGet OrganizationRetrieve organization details including name, ID, currency, time zone, and other settings.
- ReadGet ProfilesRetrieve the list of available profiles and their properties in an organization.
- ReadGet RecordRetrieve details of a specific record in a module using the record ID.
- ReadGet Record NotesRetrieve the list of notes associated with a specific record.
- ReadGet RecordsRetrieve records from a Bigin module.
- ReadGet Records CountGet the count of records in a Bigin module.
- ReadGet Related Lists MetadataRetrieve the list of related lists metadata for a module.
- ReadGet Related RecordsRetrieve related records associated with a specific record in a module.
- ReadGet RolesRetrieve the list of available roles and their properties in an organization.
- ReadGet Team Pipeline RecordsRetrieve pipeline records from Team Pipelines in Zoho Bigin.
- ReadGet UserRetrieve details of a specific user using the user identification.
- ReadGet UsersRetrieve the list of users in the organization.
- ReadSearch RecordsSearch for records in a Bigin module using various criteria.
- WriteAdd RecordsAdd new records to a module. Approval by default
- WriteAdd Tags to RecordsAdd tags to a specific record in a module. Approval by default
- WriteCreate NotesCreate notes and associate them with records in Zoho Bigin. Approval by default
- WriteCreate Record NotesCreate new notes for a specific record. Approval by default
- WriteCreate TagsCreate tags for a module. Approval by default
- WriteDelete AttachmentDelete an attachment from a record. Approval by default
- WriteDelete NoteDelete a note from a specific record. Approval by default
- WriteDelete NotesDelete multiple notes from Zoho Bigin. Approval by default
- WriteDelete RecordDelete a specific record from a module. Approval by default
- WriteDelete Record PhotoDelete a profile photo from a record. Approval by default
- WriteDelete RecordsDelete records from a module. Approval by default
- WriteDelink Related RecordsDelete the association between a module record and related list records. Approval by default
- WriteDisable NotificationsDisable instant notifications for one or more channels. Approval by default
- WriteEnable NotificationsEnable instant webhook notifications for module events in Bigin. Approval by default
- WriteUpdate NoteUpdate an existing note for a specific record in a module. Approval by default
- WriteUpdate Notification DetailsUpdate notification channel details in Zoho Bigin. Approval by default
- WriteUpdate Notification InfoUpdate specific notification information without losing existing data. Approval by default
- WriteUpdate RecordsUpdate existing records in a module. Approval by default
- WriteUpdate Related RecordsUpdate related records associated with a specific record in a module. Approval by default
- WriteUpdate UserUpdate details of an existing user by user ID. Approval by default
- WriteUpdate UsersUpdate details of multiple users in an organization. Approval by default
- WriteUpload AttachmentUpload an attachment to a record. Approval by default
- WriteUpload Organization PhotoUpload or update the brand logo or image for the current organization. Approval by default
- WriteUpload Record PhotoUpload a photo/image to a specific record (e.g., contact photo). Approval by default
- WriteUpsert RecordsInsert or update records in a module based on unique field values. Approval by default
Questions
Authorize once with OAuth 2.0. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.
Read actions answer immediately. Anything that writes — add records, add tags to records, create notes, create record notes, and more — is shown as a plan and requires approval by default, including the 8 actions classified as destructive. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.
You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.
Every call to Zoho Bigin — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.
Often connected alongside
All integrations
SAP BTPGateways, jobs, and subaccounts operated from one governed chat.
SalesforceRecords and integration jobs checked without a second console.
SAP S/4HANAJobs, queues, and records in SAP S/4HANA without a second console.
SAP SuccessFactorsJobs, queues, and records in SAP SuccessFactors without a second console.Put Zoho Bigin to work with Luumen
Connect in minutes. Every action scoped, approved, and audited from day one.