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Add users to projects in HacknPlan for new Bigin by Zoho CRM contacts

Add users to projects in HacknPlan for new Bigin by Zoho CRM contacts

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Apps used in template

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Every time a new contact appears in your Bigin by Zoho CRM, Make will send an email to a designated email with predefined permissions for a user.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Bigin by Zoho CRM
Add Tags to Records

Adds tags to existing records.

Search
HacknPlan
Add a User to a Project

Adds a new user to the project.

Action
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Close a Milestone

Closes the milestone.

Action
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Create a Board

Creates a new board.

Action
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Create a Call

Creates a new call.

Action
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Create a Company

Creates a new company.

Action
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Create a Contact

Creates a new contact.

Action
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Create a Milestone

Creates a new milestone.

Action
Bigin by Zoho CRM
Create a Pipeline

Creates a new pipeline.

Action

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