Use Zoho Bigin from Claude
Add the Zoho Bigin connection to a Space that runs Claude, then use it from every channel in that Space.
Create a Zoho Bigin connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
Add the Zoho Bigin connection to a Space that runs Claude, then use it from every channel in that Space.
Add the Zoho Bigin connection to a Space that runs Codex, then use it from every channel in that Space.
Connect your own OpenClaw to Sidekick while Type provides the conversations, permissions, connections, skills, and automations.
Zoho Bigin is a simplified CRM solution from Zoho tailored for small businesses, focusing on pipeline tracking and relationship management
Connect Zoho Bigin once, then decide which Spaces can use it in threads, skills, automations, and coding work.
Tool to add new records to a module. Use when you need to programmatically insert one or more records into Bigin after confirming module name and field API names. Module-specific mandatory fields: - Tasks: Subject (required) - Events: Event_Title, Start_DateTime, End_DateTime (all required) - Calls: Subject, Call_Type (Outbound/Inbound/Missed), Call_Start_Time, Call_Duration (all required) - Contacts: Last_Name (required) - Other modules: Use Get Fields action to discover mandatory fields
Tool to add tags to a specific record in a module. Use when you need to categorize or label a record after creation or update.
Tool to create a bulk read job for exporting large amounts of data asynchronously. Use when you need to export records from a module that may exceed standard API limits. Returns a job ID that can be used to track progress and download results once complete.
Tool to create notes and associate them with records in Zoho Bigin. Use when you need to add notes to contacts, accounts, pipelines, or other module records. Each note requires content, parent record ID, and the module name.
Tool to create new notes for a specific record. Use when you need to add notes to a Bigin record after confirming the module name and record ID.
Zoho Bigin APIs support pipeline-centric CRM workflows such as contacts, companies, products, events, calls, pipelines, records, data-center-specific endpoints, and OAuth access-token authorization.
Yes. Add a Zoho Bigin connection to a Space that runs Claude, then use its approved tools and data from any channel in that Space.
Yes. Add a Zoho Bigin connection to a Space that runs Codex, then use its approved tools and data from any channel in that Space.
Not exactly. Type uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
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