A Bigin Workflow consists of three parts: a trigger, optional conditions, and one or more actions. Triggers include record creation, field value changes, or stage transitions. Conditions narrow which records the rule applies to, for example, only deals above a certain value. Actions can send an email template, update a field, create a task, or send a Slack notification. Workflows are created and managed in Bigin’s Settings panel by an administrator and apply across the organisation once active.
Use Workflows to remove repetitive manual steps that happen consistently at the same point in your process, such as sending a welcome email when a contact is added, or creating a follow-up task when a deal enters the proposal stage. Avoid using Workflows for exceptions or edge cases that require human judgement: automating a response to a complex complaint, for example, is better handled by a person than a template email triggered by a stage change.
Bigin’s Workflow functionality is intentionally simpler than Zoho CRM’s automation suite. The number of active Workflows is capped depending on your Bigin plan, so prioritise rules that affect the highest volume of records. Test each Workflow on a small subset of records before activating it broadly. Looping Workflows, where one action triggers another, are not supported in Bigin and must be avoided to prevent unintended repeated actions.
Yes, provided you have connected and verified your company email account within Bigin. Workflow emails are sent using the from-address configured in the email integration settings. If no email integration is connected, Bigin will send from a default Zoho address, which may reduce deliverability or appear unprofessional to recipients.
A Signal notifies a user that a customer has taken an action, prompting the user to respond. A Workflow acts automatically when a record condition is met, without requiring any user involvement. In practice, Signals drive timely human outreach while Workflows handle routine administrative tasks and communications that do not need human decision-making.
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