Requirements
- Target platform
- OpenClaw
- Install method
- Manual import
- Extraction
- Extract archive
- Prerequisites
- OpenClaw
- Primary doc
- SKILL.md
Manage pipelines, contacts, companies, tasks, and activities in Bigin CRM using OAuth2-authenticated API for small business sales automation.
Manage pipelines, contacts, companies, tasks, and activities in Bigin CRM using OAuth2-authenticated API for small business sales automation.
Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.
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.
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.
A simple skill to connect Bigin CRM to OpenClaw
Bigin account (developer sandbox recommended) Python 3.8+ requests library (pip install requests)
โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ โ OpenClaw Agent โ โ (Your personal sales assistant) โ โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ โ โผ โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ 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 โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ โ โผ โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ 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 โโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโโ
# 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
# 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
# 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
# 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
# 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
# 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"
# 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
# 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"
# 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
bigin-crm-skill/ โโโ SKILL.md # Skill documentation โโโ config/ โ โโโ bigin-config.json # API endpoints (bigin/v2) โ โโโ oauth-config.json # Client ID/secret template โโโ scripts/ โ โโโ bigin_crm.py # Main Python module โ โโโ auth.py # OAuth2 flow (ZohoBigin scopes) โ โโโ pipelines.py # Pipeline operations (CORE!) โ โโโ contacts.py # Contact management โ โโโ companies.py # Company/Account management โ โโโ tasks.py # Task management โ โโโ events.py # Event/meeting management โ โโโ calls.py # Call logging โ โโโ reports.py # Analytics & reporting โ โโโ automation.py # Pipeline automation โโโ examples/ โ โโโ bulk-import-contacts.csv # Sample import file โ โโโ pipeline-mapping.json # Pipeline stage mapping โ โโโ automation-workflows/ # Pre-built workflows โ โโโ auto-assign.yaml โ โโโ follow-up-reminders.yaml โ โโโ stage-advancement.yaml โโโ tests/ โ โโโ test_pipelines.py # Pipeline tests โ โโโ test_contacts.py # Contact tests โ โโโ test_automation.py # Automation tests โโโ README.md # Installation & usage
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
API Console: https://api-console.zoho.com/ Create "Server-based Application" for OAuth2
Bigin account (developer sandbox recommended) Python 3.8+ requests library (pip install requests)
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
mkdir -p ~/.openclaw/skills/bigin-crm-skill cd ~/.openclaw/skills/bigin-crm-skill touch SKILL.md README.md mkdir -p scripts config examples tests
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