Hi @NoahFr 

You may have to use a Bigin webhook.

https://www.bigin.com/developer/docs/toppings/webhooks.html

https://www.bigin.com/developer/docs/toppings/configure-webhook.html

Zap trigger: Webhook - Catch Hook

Hi Troy

That worked.  Event updates now trigger our Zap. Thanks!

However, now we’re stuck on the next step.  We have retrieved a Contact ID from the Event “Related To” field and wish to access other fields from the contact.  We have tried both the Search Contact step and the Update Contact step.  The Search Contact step does not have a Contact ID Option.  The Update Contact step works the wrong way round, modifying the Bigin record rather than getting information!

So how to access details of a Contact record based on its Contact ID?

@NoahFr 

You’d likely have to use the Bigin API: https://www.bigin.com/developer/docs/apis/v2/get-records.html

See screenshots.

Options

• Custom Action (with the help of AI)
• API Request

Help:

https://help.zapier.com/hc/en-us/articles/12899473501453-API-Request-actions-in-Zapier

https://help.zapier.com/hc/en-us/articles/16276574838925-Custom-Actions-in-Zapier

Now getting a 401 “invalid oauth token” error.  This suggests that we need to pass a different access token as an authorization header.  However, the notes in the Zap step say “Authentication headers are included automatically”.  Also, if we do get or generate new tokens, it’s not obvious where to put them!

@NoahFr 

For us to have context, we would need to see screenshots with how the Zap step and API request is configured.

Here

@NoahFr 

In the URL change Contacts to lowercase.

The possible modules include:

• contacts
• accounts (companies in Bigin)
• products
• calls
• events
• tasks

Check if you are using the correct base url.

That changed the response, so it definitely helped.  However, we still have an error -- now “invalid oauth scope to access this URL”

@NoahFr 

Based on the Bigin API docs these are the needed scopes.

That would likely have to be adjusted in Bigin and possibly then reconnect the Bigin Zap app connection:

https://zapier.com/app/connections

Info about scopes: https://www.bigin.com/developer/docs/apis/scopes.html

So I assume from this that I need to generate a new authentication token, with the relevant scope.  The Bigin API console offers five different types of “client type”.  I assume that Zapier is a “server based app”.  In that case, please help me complete the “Client name”, “Homepage URL” and “Authorised Redirect URIs” fields.

I appreciate that I’ll need to make a new connection once that’s done, but when I get the token, where do I enter it in Zapier?

@NoahFr 

The Bigin API Request Zap action should handle the authentication for you.

You may need to adjust scope settings/permissions in Bigin for the Bigin account that is/will be re/connected to Zapier.

Sorry, but I have no idea how or where to “adjust scope settings/permissions in Bigin for the Bigin account that is/will be re/connected to Zapier”!

@NoahFr 

Perhaps it is in the Bigin account settings or user settings.

@NoahFr 

When connecting Bigin to Zapier these are the set scopes:

@NoahFr 

You may need to try using the Zoho CRM Zap app to find a Contact.

So these do not include reading or updating records in the “contacts” and “pipelines” and “activities” modules.  Ideally, at this point, the scope should include {ZohoBigin.modules.ALL}

Where is the scope set?  How can we change it?

@NoahFr 

You may have to explore the custom API request route via the Webhooks app: https://zapier.com/apps/webhook/help

That involves knowledge of API authentication, Headers, etc. based on the Bigin API docs.

We are already using a webhook as the trigger for this Zap, but I am not at all clear how to mix Webhooks and API calls to deal with a sequence including an authentication handshake (along with keepalive?) and then accessing the data that we actually need!

@NoahFr 

Yeah that can be the challenge of using certain apps in certain ways.

Often a thin line between plug&play/advanced.

Perhaps consider using Zoho CRM instead of Bigin.