Bigin by Zoho CRM and Airparser Integration

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Automatically update Bigin by Zoho CRM leads with parsed data from Airparser documents using Latenode. Enrich your CRM data without manual entry, using flexible API integrations and affordable, execution-based pricing.

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Bigin by Zoho CRM

Airparser

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Bigin by Zoho CRM and Airparser

Create a New Scenario to Connect Bigin by Zoho CRM and Airparser

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Bigin by Zoho CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Bigin by Zoho CRM or Airparser will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Airparser, and select the appropriate trigger to start the scenario.

Add the Bigin by Zoho CRM Node

Select the Bigin by Zoho CRM node from the app selection panel on the right.

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Bigin by Zoho CRM

Configure the Bigin by Zoho CRM

Click on the Bigin by Zoho CRM node to configure it. You can modify the Bigin by Zoho CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Bigin by Zoho CRM

Sign In

Run node once

Add the Airparser Node

Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Airparser from the list of available apps, and choose the action you need from the list of nodes within Airparser.

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Authenticate Airparser

Now, click the Airparser node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Airparser settings. Authentication allows you to use Airparser through Latenode.

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Configure the Bigin by Zoho CRM and Airparser Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Airparser Oauth 2.0

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Run node once

Set Up the Bigin by Zoho CRM and Airparser Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Bigin by Zoho CRM, Airparser, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Bigin by Zoho CRM and Airparser integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Airparser (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Bigin by Zoho CRM and Airparser

Airparser + Google Sheets + Bigin by Zoho CRM: Extracts invoice data from emails into Airparser, then adds key metrics to Google Sheets for reporting, and finally, updates Bigin by Zoho CRM with relevant customer information.

Airparser + Bigin by Zoho CRM + Zoho Books: When a new document is parsed in Airparser containing lead contact details, a new contact is created in Bigin by Zoho CRM, and a corresponding customer record is created in Zoho Books.

Bigin by Zoho CRM and Airparser integration alternatives

About Bigin by Zoho CRM

Sync Bigin by Zoho CRM data with other apps in Latenode to automate deal pipelines. Update records, trigger custom actions, and route data based on deal stages. Use visual tools or code for tailored workflows. Automate lead nurturing, task creation, and reporting across your business without complex coding or high per-task costs.

About Airparser

Airparser in Latenode extracts data from PDFs, emails, and documents. Automate data entry by feeding parsed content directly into your CRM or database. Use Latenode's logic functions to validate or transform data, then trigger actions like sending notifications or updating records. Scale document processing without complex code.

See how Latenode works

FAQ Bigin by Zoho CRM and Airparser

How can I connect my Bigin by Zoho CRM account to Airparser using Latenode?

To connect your Bigin by Zoho CRM account to Airparser on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Bigin by Zoho CRM and click on "Connect".
  • Authenticate your Bigin by Zoho CRM and Airparser accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Bigin contacts from parsed invoices?

Yes, you can! Latenode’s visual editor makes it easy to map Airparser data to Bigin by Zoho CRM, ensuring your contact information is always up-to-date, saving time and improving data accuracy.

What types of tasks can I perform by integrating Bigin by Zoho CRM with Airparser?

Integrating Bigin by Zoho CRM with Airparser allows you to perform various tasks, including:

  • Automatically creating new Bigin by Zoho CRM leads from parsed email attachments.
  • Updating contact details in Bigin by Zoho CRM based on data extracted from documents.
  • Triggering Bigin by Zoho CRM workflows when specific data points are parsed by Airparser.
  • Populating Bigin by Zoho CRM deal information using data extracted from parsed forms.
  • Creating tasks in Bigin by Zoho CRM based on information automatically scraped by Airparser.

How do I handle errors in Bigin by Zoho CRM workflows?

Latenode provides built-in error handling, allowing you to automatically retry failed steps or send alerts, ensuring reliable automation.

Are there any limitations to the Bigin by Zoho CRM and Airparser integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Rate limits imposed by the Bigin by Zoho CRM and Airparser APIs may affect performance.
  • Complex data transformations may require JavaScript knowledge for optimal results.
  • Real-time data synchronization is subject to the polling intervals of each service.

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