AI agents for Bigin

Search records

Searches one module (Contacts, Accounts for companies, Pipelines for deals, Products, Tasks, Events, Calls) by email, phone, a word, or criteria like.

List records

Lists a module's records with the fields named (up to 50 field API names, like Last_Name,Email or Deal_Name,Stage,Amount), optionally sorted by a field.

Get a record

Reads one record by its module and ID: every field, or only the ones named.

List fields

Lists a module's fields: each one's api_name (what the other actions take), field_label, data_type, whether it is required and, for a picklist, its pick_list_values (like the stages of a deal).

Create or update a contact

Creates a contact, or updates the one Bigin finds with the same email (when one is given) or the module's other unique fields.

Create a company

Adds a company (an Accounts record) with a name and optional phone, website, description and billing address.

Create a deal

Adds a deal (a Pipelines record) with a name, its sub-pipeline and stage.

Update a record

Changes fields on one record by its module and ID, with values keyed by field API name, like {"Stage": "Closed Won", "Amount": 5000} for a deal or {"Mobile": "609-961-5520"} for a contact.

Add a note

Adds a note to a contact, company, deal, product, task, event or call, with optional title.