n8n-nodes-zoho-bigin

This is an n8n community node that lets you use Zoho Bigin CRM in your n8n workflows.

Zoho Bigin is a simple and affordable CRM solution designed for small businesses. This integration allows you to automate your sales pipeline, manage contacts and companies, create deals, track tasks, and add notes.

n8n is a fair-code licensed workflow automation platform.

Installation Operations Credentials Compatibility Usage Resources

Installation

Follow the installation guide in the n8n community nodes documentation.

NPM Installation

1. Go to Settings > Community Nodes in your n8n instance
2. Click Install a community node
3. Enter n8n-nodes-zoho-bigin
4. Click Install

Manual Installation

To install manually, run the following command in your n8n installation directory:

npm install n8n-nodes-zoho-bigin

Operations

This node supports the following operations:

Contact

• Create - Create a new contact
• Update - Update an existing contact
• Get - Retrieve a single contact by ID
• Get Many - Retrieve multiple contacts
• Delete - Delete a contact

Company

• Create - Create a new company
• Update - Update an existing company
• Get - Retrieve a single company by ID
• Get Many - Retrieve multiple companies
• Delete - Delete a company

Deal

• Create - Create a new deal
• Update - Update an existing deal
• Get - Retrieve a single deal by ID
• Get Many - Retrieve multiple deals
• Delete - Delete a deal

Task

• Create - Create a new task
• Update - Update an existing task
• Get - Retrieve a single task by ID
• Get Many - Retrieve multiple tasks
• Delete - Delete a task

Note

• Create - Create a new note attached to a contact, company, or deal
• Update - Update an existing note
• Get - Retrieve a single note by ID
• Get Many - Retrieve multiple notes
• Delete - Delete a note

Credentials

To use this node, you need to set up OAuth2 credentials for Zoho Bigin:

Creating OAuth2 Credentials

1. Go to Zoho API Console

   • Visit https://api-console.zoho.com/
   • Sign in with your Zoho account

2. Create a New Client

   • Click Add Client
   • Select Server-based Applications
   • Enter your application details:
     • Client Name: n8n Zoho Bigin Integration (or any name you prefer)
     • Homepage URL: Your n8n instance URL
     • Authorized Redirect URI: https://your-n8n-instance.com/rest/oauth2-credential/callback
   • Click Create

3. Copy Credentials

   • Copy the Client ID and Client Secret

4. Configure in n8n

   • In n8n, go to Credentials
   • Click New and select Zoho Bigin OAuth2 API
   • Enter the following:
     • Client ID: Paste your Client ID
     • Client Secret: Paste your Client Secret
     • Data Center: Select your Zoho data center (US, EU, India, Australia, China, or Japan)
   • Click Connect my account
   • Authorize the application in the popup window

Data Centers

Make sure to select the correct data center based on your Zoho Bigin account location:

• US: .com (default)
• EU: .eu
• India: .in
• Australia: .com.au
• China: .com.cn
• Japan: .jp

Compatibility

This node has been tested with:

• n8n version 1.0.0 and above
• Zoho Bigin API v1

Usage

Example: Create a Contact and Associate with a Company

1. Add the Zoho Bigin node to your workflow
2. Select Contact as the resource
3. Select Create as the operation
4. Fill in the required fields:
   • First Name: John
   • Last Name: Doe
5. Add additional fields:
   • Email: [email protected]
   • Phone: +1234567890
   • Company: Acme Inc.

Example: Create a Deal with Contact and Company

1. Add the Zoho Bigin node to your workflow
2. Select Deal as the resource
3. Select Create as the operation
4. Fill in the required fields:
   • Deal Name: Q1 Enterprise Deal
   • Pipeline: Sales Pipeline
   • Stage: Qualification
5. Add additional fields:
   • Amount: 50000
   • Closing Date: 2024-03-31
   • Contact ID: [ID from previous contact creation]
   • Company ID: [ID from previous company creation]

Example: Get All Contacts with Filters

1. Add the Zoho Bigin node to your workflow
2. Select Contact as the resource
3. Select Get Many as the operation
4. Configure options:
   • Return All: false
   • Limit: 50
   • Sort By: Created_Time
   • Sort Order: Descending

Example: Add a Note to a Contact

1. Add the Zoho Bigin node to your workflow
2. Select Note as the resource
3. Select Create as the operation
4. Fill in the required fields:
   • Note Title: Follow-up call
   • Note Content: Customer interested in premium plan. Schedule demo for next week.
   • Parent ID: [Contact ID]
   • Parent Module: Contact

Field Reference

Contact Fields

• First Name (required for create)
• Last Name (required for create)
• Email
• Phone
• Mobile
• Company
• Title
• Description
• Street
• City
• State
• Zip Code
• Country

Company Fields

• Company Name (required for create)
• Email
• Phone
• Website
• Industry
• Description
• Street
• City
• State
• Zip Code
• Country

Deal Fields

• Deal Name (required for create)
• Pipeline (required for create)
• Stage (required for create)
• Amount
• Closing Date
• Contact ID
• Company ID
• Description
• Probability

Task Fields

• Subject (required for create)
• Due Date
• Status: Not Started, In Progress, Completed, Waiting for Input, Deferred
• Priority: Highest, High, Normal, Low, Lowest
• Description
• Related To (Module): ID of related record

Note Fields

• Note Title (required for create)
• Note Content (required for create/update)
• Parent ID (required for create): ID of the parent record
• Parent Module (required for create): Contacts, Companies, or Deals

Limitations

• Maximum of 200 records can be retrieved per API call when using Get Many
• API rate limits apply based on your Zoho Bigin plan
• Some custom fields may not be automatically available and might need to be added manually

Resources

• n8n community nodes documentation
• Zoho Bigin API Documentation
• Zoho Bigin Developer Guide
• n8n Documentation

Support

For bugs, questions, and discussions please use the GitHub Issues.

License

MIT

Version History

1.0.0

• Initial release
• Support for Contact, Company, Deal, Task, and Note resources
• Full CRUD operations for all resources
• OAuth2 authentication
• Multi-data center support