zoho-bigin

name	zoho-bigin
description	Zoho Bigin API integration with managed OAuth. Manage CRM records, contacts, pipelines, notes, attachments, tags, and bulk operations for small businesses. Use this skill when users want to manage customer relationships, track pipeline deals, handle contact records, or organize CRM data in Zoho Bigin.

Zoho Bigin

Small business CRM from chat -- manage contacts, pipeline deals, notes, attachments, tags, and bulk data operations.

Powered by ClawLink, an integration hub for OpenClaw that handles hosted OAuth flows and credentials so you don't need to configure Zoho Bigin API access yourself.

Setup in 3 Steps

Step 1: Install	Step 2: Pair Account	Step 3: Connect Zoho Bigin
		App-specific connection GIF coming soon
Run the install command in OpenClaw	Sign in and approve the device	Open the dashboard and connect Zoho Bigin

How It Works

┌─────────────────┐     ┌──────────────┐     ┌──────────────────┐
│   OpenClaw      │────▶│   ClawLink   │────▶│ Zoho Bigin API   │
│   (User Chat)   │     │   (OAuth)    │     │                  │
└─────────────────┘     └──────────────┘     └──────────────────┘

Install

openclaw plugins install clawhub:clawlink-plugin
openclaw config set tools.alsoAllow '["clawlink-plugin"]' --strict-json
openclaw gateway restart

Quick Start

1. Discover modules: zoho_bigin_get_modules -- see all available Bigin modules.
2. List contacts: zoho_bigin_get_records with module Contacts -- view your contact records.
3. Search records: zoho_bigin_search_records -- find records by keyword, email, or phone.

Authentication

Zoho Bigin uses managed OAuth via ClawLink. No API keys needed. Connect at claw-link.dev/dashboard?add=zoho-bigin.

Connection Management

List connections: clawlink_list_integrations -- confirm Zoho Bigin is connected.

Verify: Call zoho_bigin_get_modules to test access.

Reconnect: If you see auth errors, reconnect at claw-link.dev/dashboard?add=zoho-bigin.

Security & Permissions

Read operations run safely. Write operations require confirmation. Delete operations are high-impact and irreversible.

Tool Reference

Record Operations

Tool	Description	Mode
zoho_bigin_get_records	List records from a module with pagination	Read
zoho_bigin_get_record	Get a single record by ID	Read
zoho_bigin_get_records_count	Count records in a module	Read
zoho_bigin_search_records	Search by keyword, email, phone, or criteria	Read
zoho_bigin_add_records	Create new records in a module	Write
zoho_bigin_update_records	Update existing records (up to 100 per call)	Write
zoho_bigin_upsert_records	Insert or update based on unique field values	Write
zoho_bigin_delete_record	Delete a single record	Write
zoho_bigin_delete_records	Delete multiple records	Write
zoho_bigin_get_deleted_records	List recently deleted records (60-day recycle)	Read
zoho_bigin_get_related_records	Get records related to a parent record	Read
zoho_bigin_update_related_records	Update related records (max 100 per call)	Write
zoho_bigin_delink_related_records	Remove relationships between records	Write
zoho_bigin_get_team_pipeline_records	Get pipeline records from Team Pipelines	Read

Module / Metadata Operations

Tool	Description	Mode
zoho_bigin_get_modules	List all available modules	Read
zoho_bigin_get_module_metadata	Get detailed module configuration	Read
zoho_bigin_get_fields	Get field metadata for a module	Read
zoho_bigin_get_layouts	List layouts available for a module	Read
zoho_bigin_get_layout	Get a specific layout by ID	Read
zoho_bigin_get_custom_views	List custom views for a module	Read
zoho_bigin_get_custom_view	Get a specific custom view	Read
zoho_bigin_get_related_lists_metadata	List related lists metadata for a module	Read

Notes Operations

Tool	Description	Mode
zoho_bigin_get_all_notes	List all notes with pagination (max 200 per call)	Read
zoho_bigin_get_record_notes	Get notes for a specific record	Read
zoho_bigin_create_notes	Create notes and associate with records	Write
zoho_bigin_create_record_notes	Create notes for a specific record	Write
zoho_bigin_update_note	Update an existing note	Write
zoho_bigin_delete_note	Delete a note from a record	Write
zoho_bigin_delete_notes	Delete multiple notes	Write

Tag Operations

Tool	Description	Mode
zoho_bigin_create_tags	Create tags for a module	Write
zoho_bigin_add_tags_to_records	Add tags to a specific record	Write

Attachment / Photo Operations

Tool	Description	Mode
zoho_bigin_get_attachments	List attachments for a record	Read
zoho_bigin_download_attachment	Download an attachment file	Read
zoho_bigin_upload_attachment	Upload a file to a record	Write
zoho_bigin_delete_attachment	Delete an attachment	Write
zoho_bigin_download_record_photo	Download a record's profile photo	Read
zoho_bigin_upload_record_photo	Upload a photo to a record	Write
zoho_bigin_delete_record_photo	Delete a record's profile photo	Write

Bulk Operations

Tool	Description	Mode
zoho_bigin_create_bulk_read_job	Create a bulk export job	Write
zoho_bigin_get_bulk_read_job_status	Check bulk job status	Read
zoho_bigin_download_bulk_read_result	Download bulk export (ZIP with CSV)	Read

User / Org Operations

Tool	Description	Mode
zoho_bigin_get_users	List users with type filtering	Read
zoho_bigin_get_user	Get a specific user by ID	Read
zoho_bigin_update_user	Update user details	Write
zoho_bigin_update_users	Update multiple users (max 100)	Write
zoho_bigin_get_profiles	List available profiles	Read
zoho_bigin_get_roles	List available roles	Read
zoho_bigin_get_organization	Get organization details	Read
zoho_bigin_upload_organization_photo	Upload org brand logo	Write

Notification Operations

Tool	Description	Mode
zoho_bigin_get_notification_details	List enabled notification channels	Read
zoho_bigin_enable_notifications	Enable webhook notifications for module events	Write
zoho_bigin_update_notification_details	Update notification channel details	Write
zoho_bigin_update_notification_info	Update specific notification settings	Write
zoho_bigin_disable_notifications	Disable notification channels	Write

Code Examples

List contacts

{
  "tool": "zoho_bigin_get_records",
  "args": { "module_api_name": "Contacts" }
}

Create a new contact

{
  "tool": "zoho_bigin_add_records",
  "args": {
    "module_api_name": "Contacts",
    "data": [{ "Last_Name": "Johnson", "Email": "[e-mail]", "Phone": "555-0100" }]
  }
}

Search by email

{
  "tool": "zoho_bigin_search_records",
  "args": { "module_api_name": "Contacts", "email": "[e-mail]" }
}

Discovery Workflow

1. Call clawlink_list_integrations to confirm zoho-bigin is connected.
2. Call clawlink_list_tools --integration zoho-bigin to see the live catalog.
3. Call zoho_bigin_get_modules to discover module API names.
4. Call zoho_bigin_get_fields to learn field names before creating records.

Execution Workflow

Read Flow:  User asks for contacts → clawlink resolves connection → Zoho Bigin API → results displayed
Write Flow: User wants to add contact → confirmation prompt → clawlink resolves connection → Zoho Bigin API → record created

Notes

• Contacts require Last_Name. Events require Event_Title, Start_DateTime, End_DateTime.
• Records are nested under result['data']['data']; check result['data']['info']['more_records'] for pagination.
• No free-text search; use cvid for saved view filtering.
• Deleted records can be recycled within 60 days, permanently after 120 days.

Related Skills

• Zoho CRM (zoho) -- Full Zoho CRM suite
• Zoho Desk (zoho-desk) -- Customer support
• Zoho Inventory (zoho-inventory) -- Stock and order management
• Zoho Invoice (zoho-invoice) -- Invoicing and billing
• Zoho Mail (zoho-mail) -- Business email

Error Handling

Status / Error	Meaning
401 Unauthorized	Token expired; reconnect at the dashboard
INVALID_MODULE	Incorrect module API name
INVALID_DATA	Incorrect field names or values
MANDATORY_NOT_FOUND	Missing required fields

Troubleshooting

Tools Not Visible

Run openclaw gateway restart after installing the plugin. Start a fresh chat session.

MANDATORY_NOT_FOUND

Use zoho_bigin_get_fields to discover required fields for each module.

Resources

• Zoho Bigin API Docs: https://www.zoho.com/bigin/developer-help/api/
• ClawLink: https://claw-link.dev/?utm_source=clawhub&utm_medium=referral&utm_content=zoho-bigin
• ClawLink Docs: https://docs.claw-link.dev/openclaw

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Powered by ClawLink -- an integration hub for OpenClaw