Instant Connections

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.

Tool to create tags for a module. Use when you need to add new tags to a specific module in Zoho Bigin.

Tool to delete an attachment from a record. Use when you need to remove a file after confirming its record_id and attachment_id.

Tool to delete a note from a specific record. Use when you need to remove a note after confirming its record_id and note_id.

Tool to delete multiple notes from Zoho Bigin. Use when removing notes after confirming their IDs.

Tool to delete a specific record from a module. Use when removing a single record after confirming its ID. Can also be used to delink related records.

Tool to delete a profile photo from a record. Use when you need to remove the photo associated with a specific record.

Tool to delete records from a module. Use when removing one or multiple records after confirming their IDs.

Tool to delete the association between a module record and related list records. Use when you need to remove relationships between records without deleting the records themselves.

Tool to disable instant notifications for one or more channels. Use when you need to stop receiving notifications for specific channels that were previously enabled.

Tool to download an attachment from a record. Use when you need the binary content of a specific attachment after confirming the record and attachment IDs.

Tool to download the bulk read job result in ZIP format (containing CSV or ICS export). Use when you need to retrieve completed bulk read job data after obtaining the job_id from the bulk read job creation or status check.

Tool to download the profile photo associated with a specific record. Use when you need the binary content of a record's photo after confirming the record ID. Returns HTTP 204 if the record exists but has no photo.

Tool to enable instant webhook notifications for module events in Bigin. Use when you need to receive real-time alerts for record create, edit, or delete operations in specific modules (Contacts, Pipelines, etc.).

Tool to retrieve the list of notes associated with records. Use when you need to fetch notes with pagination support. Maximum 200 records per call.

Tool to retrieve attachments for a record. Use when you need a paginated list of attachments for a given module record.

Tool to retrieve the details of a bulk read job performed earlier. Use when you need to check the status of a bulk export operation or download the results after job completion.

Tool to get the metadata of a specific custom view configured in a module. Use when you need to retrieve configuration details, criteria, or field lists for a particular custom view.

Tool to retrieve the list of custom views available for a module. Use when you need to discover which custom views exist for a specific Bigin module.

Tool to get a list of deleted records in a module. Use when auditing or restoring recently deleted data (recycle within 60 days, permanent within 120 days).

Tool to retrieve field metadata for a Bigin module. Use when you need to discover available fields, their types, validation rules, and picklist values for a module.

Tool to retrieve details of a specific layout by layout ID. Use when you need to get detailed configuration, sections, fields, and permissions for a particular layout.

Tool to retrieve the list of layouts available for a module. Use when you need to discover layout metadata, sections, fields, and configuration for a specific module.

Tool to retrieve metadata of a specific module by its API name. Use when you need detailed information about a module's configuration, permissions, and features.

Tool to retrieve a list of all modules. Use when you need to discover which modules are available in Bigin.

Tool to retrieve information about enabled notifications. Use when you need to list notification channels, check their configuration, or verify which modules have active notifications.

Tool to retrieve organization details including name, ID, currency, time zone, and other settings. Use when you need to fetch organization-level configuration and metadata.

Tool to retrieve the list of available profiles and their properties in an organization. Use when you need to discover which profiles exist in Bigin.

Tool to retrieve details of a specific record in a module using the record ID. Use when you need to fetch complete information about a single record by its ID.

Tool to retrieve the list of notes associated with a specific record. Use when you need to fetch notes for a given module record with optional field filtering and pagination.

Tool to retrieve records from a Bigin module. Use when listing or paginating module data with specific fields, sorting, filtering. No free-text search supported; use cvid for saved view filtering. Records are nested under result['data']['data']; check result['data']['info']['more_records'] to detect additional pages.

Tool to get the count of records in a Bigin module. Use when you need to know how many records exist in a module, optionally filtered by a custom view.

Tool to retrieve the list of related lists metadata for a module. Use when you need to discover which related lists are available for a specific module.

Tool to retrieve related records associated with a specific record in a module. Use when fetching related data like Notes, Attachments, Products, or Activities linked to a parent record.

Tool to retrieve the list of available roles and their properties in an organization. Use when you need to discover role hierarchy and permissions.

Tool to retrieve pipeline records from Team Pipelines in Zoho Bigin. Use when you need to fetch deals or records from a specific team pipeline with filtering, sorting, and pagination.

Tool to retrieve details of a specific user using the user identification. Use when you need to get complete information about a single user by their ID.

Tool to retrieve the list of users in the organization. Use when you need to get user information with filtering by type (ActiveUsers, DeactiveUsers, AdminUsers, etc.).

Tool to search for records in a Bigin module using various criteria. Use when you need to find records by keyword, email, phone, or custom criteria with specific field comparators.

Tool to update an existing note for a specific record in a module. Use when you need to modify the title or content of a note after confirming the module name, record ID, and note ID.

Tool to update notification channel details in Zoho Bigin. Use when you need to modify notification URLs, events, tokens, or expiry times for existing channels. Supports up to 100 channels per call.

Tool to update specific notification information without losing existing data. Use when you need to modify notification channel settings such as events, expiry, token, or webhook URL.

Tool to update existing records in a module. Use when you need to modify one or multiple records after confirming their IDs and field API names. Supports up to 100 records per call; specify an optional trigger to control workflow execution.

Tool to update related records associated with a specific record in a module. Use when you need to modify existing relationships such as updating notes, products, or activities linked to a contact or account. Max 100 records per call.

Tool to update details of an existing user by user ID. Use when you need to modify user information such as phone, date of birth, time format, role, or status. Cannot update deactivated users.

Tool to update details of multiple users in an organization. Use when you need to modify user information such as phone, date of birth, time format, role, or status. Cannot update deactivated users. Maximum 100 users per request.

Tool to upload an attachment to a record. Use when you need to attach a file or specify a public URL for upload to a Bigin record. Ensure module_api_name and record_id are correct before calling.

Tool to upload or update the brand logo or image for the current organization. Use when you need to set or change the organization's photo/logo in Zoho Bigin.

Tool to upload a photo/image to a specific record (e.g., contact photo). Use when you need to attach a profile picture or image to a Bigin record.

Tool to insert or update records in a module based on unique field values. Use when you need to sync data without checking if records exist first. Updates existing records if duplicates are found, otherwise inserts new records.

Add one or more gifts (donations) to an existing gift batch in Blackbaud Raiser's Edge NXT. Use this tool when you need to: - Append new gifts to an open batch for later processing - Batch multiple donations together before committing them - Add gifts with detailed information (payments, splits, custom fields) Prerequisites: - The batch must already exist (use a create batch action first if needed) - The batch must be in "open" status (not committed) - You need the batch_id (system record ID) and constituent_id (donor ID) for each gift Note: This action returns response details for all HTTP status codes (including errors). Check the status_code field in the response to determine success (200) vs errors (4xx/5xx).

Retrieves comprehensive gift details from Blackbaud Raiser's Edge NXT by gift ID. Use this tool when you need to fetch detailed information about a specific gift including: - Gift amount and currency - Donor/constituent information - Gift type and status - Important dates (gift date, post date) - Associated metadata and custom fields The gift_id is the unique system record ID (integer) that identifies the gift in Raiser's Edge NXT.

Retrieves comprehensive membership details from Blackbaud Raiser's Edge NXT by member junction ID. Fetches detailed information about a specific membership including program name, category/subcategory, membership status and standing (Active, Lapsed), start/expiration dates, dues information, and associated constituent ID. Requires a valid member_junction_id (GUID) that uniquely identifies a membership junction record linking a constituent to a membership program in Raiser's Edge NXT. Returns error information in the response object for graceful error handling in agent workflows.

Retrieves payment transaction details from Blackbaud SKY Payments API. Use this to check transaction status, amounts, payment methods, and error details. Transaction IDs come from payment processing endpoints, checkout callbacks, batch operations, or webhook notifications. Requires: Payments API subscription key (Bb-Api-Subscription-Key) and OAuth Bearer token. This retrieves existing transactions; it does not process new payments.

Tool to interact with Blackbaud OneRoster OAuth2 base endpoints. Use to fetch OpenID configuration (/.well-known/openid-configuration), JWKS key set (publickeys), or obtain an access token via the client credentials grant. Ensure client credentials are configured before using the token operation.

Tool to get brand details by brand ID. Use after obtaining the brand identifier.

Tool to list all brands in the account. Use after confirming account is authenticated.

Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.

Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.

Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.

Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.

Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.

Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.

Tool to remove authentication from a document. Use when you need to disable signer authentication on an existing document before the signing process.

Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.

Tool to list team documents. Use when a team or account admin needs to retrieve all team documents with optional filters.

Tool to create an embedded request link. Use after specifying title and signers to generate an embeddable URL for in-app document preparation and sending.

Helper action to upload a file to R2 temp via the Xava file pipeline, returning a key that can be passed to FileUploadable fields in other actions (e.g., BrandLogo in brand create).

Tool to get remaining BoldSign API credits count. Use after authenticating your BoldSign account.

Tool to attach a file from a provided URL to a task. The file will be downloaded and attached asynchronously. Use when you need to add a file attachment to a task from a URL source.

Tool to create a new comment on a DART task. Use when you need to add feedback, notes, or discussion to a specific task. Supports markdown formatting and threaded replies via parentId.

Tool to add a time tracking entry to a DART task. Use when you need to record time spent on a specific task. The finishedAt timestamp must be after startedAt.

Tool to create a new doc in Dart. Use when you need to record a new document that the user intends to write down. By default, the created doc will be in the Docs folder unless a specific folder is specified.

Tool to create a new task in DART with title and optional metadata. Use when you need to add a task to a workspace.

Tool to move an existing doc to the trash where it can be recovered if needed. Use when you need to delete a doc without permanently removing it.

Tool to delete an existing task in Dart by moving it to trash. Use when a task needs to be removed but can be recovered later.

Tool to retrieve workspace configuration including dartboards, folders, types, statuses, and more. Use when you need to understand available options in the workspace.

Tool to retrieve an existing doc with metadata and content. Use when you need to access a specific document's details including title, folder, and text content.

Tool to retrieve an existing task with full details including title, dartboard, status, and description. Use when you need to fetch complete information about a specific task.

Tool to list comments for a task with filtering options. Use when you need to retrieve comments on a specific task. Supports filtering by author, text content, date range, and pagination. Can be ordered by date or hierarchical thread structure.

Tool to list docs with filtering and search capabilities. Use when you need to retrieve documents from DART with filters like folder, title, text content, or full-text search. Supports pagination and custom ordering by creation date, update date, or title.

Tool to search help center articles by semantic similarity to query. Use when you need to find relevant help articles based on a short search query (1-5 words). Returns up to two most relevant articles.

Tool to list tasks with powerful filtering options. Use when you need to retrieve tasks from DART with filters like dartboard, status, assignee, tags, priority, dates, or completion state. Supports pagination and custom ordering.

Tool to move a task to a specific position within its dartboard. Use when you need to reorder tasks in a list. Specify either afterTaskId or beforeTaskId to position the task.

Tool to retrieve a skill by its exact title from the workspace. Use when you need to find details about a specific skill including its ID and instructions.

Tool to update an existing doc in Dart. Use when you need to modify a document's title, folder location, or content. Any properties not specified will remain unchanged.

Tool to update an existing task in DART with new properties. Use when you need to modify a task's title, status, assignees, or other attributes. Only properties specified in the request will be updated.