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bigin-crm-skill

Manage pipelines, contacts, companies, tasks, and activities in Bigin CRM using OAuth2-authenticated API for small business sales automation.

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Manage pipelines, contacts, companies, tasks, and activities in Bigin CRM using OAuth2-authenticated API for small business sales automation.

โฌ‡ 0 downloads โ˜… 0 stars Unverified but indexed

Install for OpenClaw

Quick setup
  1. Download the package from Yavira.
  2. Extract the archive and review SKILL.md first.
  3. Import or place the package into your OpenClaw setup.

Requirements

Target platform
OpenClaw
Install method
Manual import
Extraction
Extract archive
Prerequisites
OpenClaw
Primary doc
SKILL.md

Package facts

Download mode
Yavira redirect
Package format
ZIP package
Source platform
Tencent SkillHub
What's included
README.md, SKILL.md, scripts/auth.py, scripts/contacts.py, scripts/tasks.py, scripts/bigin_crm.py

Validation

  • Use the Yavira download entry.
  • Review SKILL.md after the package is downloaded.
  • Confirm the extracted package contains the expected setup assets.

Install with your agent

Agent handoff

Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.

  1. Download the package from Yavira.
  2. Extract it into a folder your agent can access.
  3. Paste one of the prompts below and point your agent at the extracted folder.
New install

I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Then review README.md for any prerequisites, environment setup, or post-install checks. Tell me what you changed and call out any manual steps you could not complete.

Upgrade existing

I downloaded an updated skill package from Yavira. Read SKILL.md from the extracted folder, compare it with my current installation, and upgrade it while preserving any custom configuration unless the package docs explicitly say otherwise. Then review README.md for any prerequisites, environment setup, or post-install checks. Summarize what changed and any follow-up checks I should run.

Trust & source

Release facts

Source
Tencent SkillHub
Verification
Indexed source record
Version
1.0.1

Documentation

ClawHub primary doc Primary doc: SKILL.md 18 sections Open source page

๐Ÿ—๏ธ About

A simple skill to connect Bigin CRM to OpenClaw

Prerequisites

Bigin account (developer sandbox recommended) Python 3.8+ requests library (pip install requests)

๐Ÿ—๏ธ Architecture

โ”Œโ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ” โ”‚ OpenClaw Agent โ”‚ โ”‚ (Your personal sales assistant) โ”‚ โ””โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”˜ โ”‚ โ–ผ โ”Œโ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ” โ”‚ Bigin CRM Skill (Python) โ”‚ โ”‚ - OAuth2 authentication โ”‚ โ”‚ - REST API v2 wrapper โ”‚ โ”‚ - Pipeline automation โ”‚ โ”‚ - Contact/Company management โ”‚ โ””โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”˜ โ”‚ โ–ผ โ”Œโ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ” โ”‚ Bigin CRM REST API v2 โ”‚ โ”‚ - Pipelines (core sales module) โ”‚ โ”‚ - Contacts & Companies โ”‚ โ”‚ - Tasks, Events, Calls โ”‚ โ”‚ - Products & Notes โ”‚ โ””โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”˜

1. Authentication & Setup

# One-time OAuth setup bigin auth --client-id "1000.xxx" --client-secret "xxx" # Opens browser for Bigin/Zoho login # Stores tokens securely in ~/.openclaw/credentials/bigin-crm.json # Check auth status bigin auth:whoami

2. Pipeline Management (Core Feature)

# Create a pipeline entry (like a deal/opportunity) bigin pipeline create --contact-id 12345 --company-id 67890 \ --stage "Initial Contact" --amount 50000 \ --closing-date "2026-03-15" --owner "sales@yourcompany.com" # Update pipeline stage bigin pipeline update --id 12345678 --stage "Negotiation" \ --amount 75000 --probability 70 # Move to next stage bigin pipeline advance --id 12345678 # Mark as won/lost bigin pipeline win --id 12345678 bigin pipeline lose --id 12345678 --reason "Budget constraints" # List all pipelines bigin pipeline list --stage "Proposal" --owner "me" --limit 50 # Search pipelines bigin pipeline search --query "company:Acme" --stage "Open" # Get pipeline details with history bigin pipeline get --id 12345678 --include-history

3. Contact Management

# Create contact bigin contact create --first-name "John" --last-name "Doe" \ --email "john@company.com" --phone "+91-98765-43210" \ --company "Acme Inc" --source "Website" # Bulk import from CSV bigin contact import --file contacts.csv --mapping mapping.json # Search contacts bigin contact search --query "company:Acme" --limit 100 # Update contact bigin contact update --id 87654321 --phone "+91-99999-88888" # Get contact with associated pipelines bigin contact get --id 87654321 --include-pipelines

4. Company Management

# Create company bigin company create --name "Acme Inc" --industry "Technology" \ --website "https://acme.com" --employees 50 \ --address "123 Business Park, Bengaluru" # Search companies bigin company search --query "industry:Technology" # Get company with all contacts and pipelines bigin company get --id 67890 --include-contacts --include-pipelines

5. Task & Activity Management

# Create follow-up task bigin task create --related-to pipeline:12345678 \ --subject "Send proposal" --due "2026-02-25" --priority "High" # Create event (meeting) bigin event create --related-to contact:87654321 \ --title "Product Demo" --start "2026-02-24 14:00" --duration 30 \ --location "Zoom" # Log a call bigin call create --related-to contact:87654321 \ --subject "Discovery call" --duration 15 \ --outcome "Interested, follow-up scheduled" # List upcoming tasks bigin task list --due-before "2026-02-28" --status "Open" # Complete task bigin task complete --id 54321

6. Pipeline Automation

# Auto-assign unassigned pipelines (round-robin) bigin pipeline assign --unassigned --round-robin # Create follow-up tasks for stale pipelines bigin automation follow-up --stale-days 7 --create-tasks # Move pipelines based on activity bigin automation advance --auto-advance --criteria "proposal-sent-and-7-days" # Bulk update stage bigin pipeline bulk-update --stage "Negotiation" \ --new-stage "Closed Won" --criteria "probability-gt-80"

7. Reporting & Analytics

# Pipeline report bigin report pipeline --by-stage --by-owner --output pipeline-report.csv # Sales performance bigin report performance --owner "sales@company.com" \ --month "2026-02" --output performance.json # Forecast (weighted by probability) bigin forecast --month "2026-03" --output forecast.csv # Activity report bigin report activity --user "me" --week "2026-08" \ --include-calls --include-tasks --include-events

8. AI-Powered Features

# Auto-enrich contact from email "When I receive an email from a new sender, create contact and check for existing company" # Smart pipeline scoring "Score all open pipelines based on: last activity, email replies, stage age, company size" # Follow-up reminders "Which contacts haven't been contacted in 7 days? Create tasks for them." # Meeting prep "Before my 2 PM demo, give me: contact history, active pipelines, last 3 emails, company details" # Pipeline health check "Identify pipelines stuck in same stage for >14 days and suggest next actions"

9. Integration with Zoho Email Skill

# Unified workflow: Email โ†’ Bigin # 1. Receive email from prospect # 2. Extract sender info โ†’ Create/update contact # 3. Check if company exists โ†’ Create if new # 4. Create pipeline entry if none exists # 5. Assign to sales rep # 6. Set follow-up task # 7. Reply with acknowledgment

๐Ÿ“ Project Structure

bigin-crm-skill/ โ”œโ”€โ”€ SKILL.md # Skill documentation โ”œโ”€โ”€ config/ โ”‚ โ”œโ”€โ”€ bigin-config.json # API endpoints (bigin/v2) โ”‚ โ””โ”€โ”€ oauth-config.json # Client ID/secret template โ”œโ”€โ”€ scripts/ โ”‚ โ”œโ”€โ”€ bigin_crm.py # Main Python module โ”‚ โ”œโ”€โ”€ auth.py # OAuth2 flow (ZohoBigin scopes) โ”‚ โ”œโ”€โ”€ pipelines.py # Pipeline operations (CORE!) โ”‚ โ”œโ”€โ”€ contacts.py # Contact management โ”‚ โ”œโ”€โ”€ companies.py # Company/Account management โ”‚ โ”œโ”€โ”€ tasks.py # Task management โ”‚ โ”œโ”€โ”€ events.py # Event/meeting management โ”‚ โ”œโ”€โ”€ calls.py # Call logging โ”‚ โ”œโ”€โ”€ reports.py # Analytics & reporting โ”‚ โ””โ”€โ”€ automation.py # Pipeline automation โ”œโ”€โ”€ examples/ โ”‚ โ”œโ”€โ”€ bulk-import-contacts.csv # Sample import file โ”‚ โ”œโ”€โ”€ pipeline-mapping.json # Pipeline stage mapping โ”‚ โ””โ”€โ”€ automation-workflows/ # Pre-built workflows โ”‚ โ”œโ”€โ”€ auto-assign.yaml โ”‚ โ”œโ”€โ”€ follow-up-reminders.yaml โ”‚ โ””โ”€โ”€ stage-advancement.yaml โ”œโ”€โ”€ tests/ โ”‚ โ”œโ”€โ”€ test_pipelines.py # Pipeline tests โ”‚ โ”œโ”€โ”€ test_contacts.py # Contact tests โ”‚ โ””โ”€โ”€ test_automation.py # Automation tests โ””โ”€โ”€ README.md # Installation & usage

Bigin API Documentation

Bigin API v2 Overview: https://www.bigin.com/developer/docs/apis/v2/ Modules API: https://www.bigin.com/developer/docs/apis/v2/modules-api.html Bulk APIs: https://www.bigin.com/developer/docs/apis/v2/bulk-read/overview.html OAuth Guide: https://www.bigin.com/developer/docs/apis/v2/oauth-overview.html Notification APIs: https://www.bigin.com/developer/docs/apis/v2/notifications/overview.html

Zoho OAuth Console

API Console: https://api-console.zoho.com/ Create "Server-based Application" for OAuth2

Prerequisites

Bigin account (developer sandbox recommended) Python 3.8+ requests library (pip install requests)

Step 1: Create Zoho OAuth App

Go to https://api-console.zoho.com/ Click "Add Client" โ†’ "Server-based Application" Set redirect URI: http://localhost:8888/callback Select scopes: ZohoBigin.modules.ALL, ZohoBigin.settings.ALL Note down Client ID and Client Secret

Step 2: Initialize Project

mkdir -p ~/.openclaw/skills/bigin-crm-skill cd ~/.openclaw/skills/bigin-crm-skill touch SKILL.md README.md mkdir -p scripts config examples tests

Category context

Code helpers, APIs, CLIs, browser automation, testing, and developer operations.

Source: Tencent SkillHub

Largest current source with strong distribution and engagement signals.

Package contents

Included in package
4 Scripts2 Docs
  • SKILL.md Primary doc
  • README.md Docs
  • scripts/auth.py Scripts
  • scripts/bigin_crm.py Scripts
  • scripts/contacts.py Scripts
  • scripts/tasks.py Scripts