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Question

How do I use Zapier to automatically tag pipeline deals in Bigin based on event type?

  • July 31, 2024
  • 1 reply
  • 34 views

We are trying to tag our pipeline deals within Bigin, using the in built Bigin tags. On Zapier, there doesn’t seem to be a way to use the Bigin tags at all, or at least from what we’ve seen. How can we ensure that when a deal lands in the pipeline, it is correctly tagged with the event type? We need to tag them based on event type, and so far no tagging of any kind is taking place.

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1 reply

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • July 31, 2024

Hi @Sea Lanes 

You may have to explore using the Bigin API: https://www.bigin.com/developer/docs/apis/add-tags-records.html

 

Zap action: Bigin - API Request