The Bigin interface can be triggered by both new records and updated records in various modules. However, the Events module seems to have only a New Event trigger. Can an Updated Event trigger be added?
Hi
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?
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!
For us to have context, we would need to see screenshots with how the Zap step and API request is configured.
Here
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”
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?
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”!
Perhaps it is in the Bigin account settings or user settings.
When connecting Bigin to Zapier these are the set scopes:
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?
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!
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.
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