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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.
Connect Bigin by Zoho CRM and Airparser in minutes with Latenode.
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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.
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.
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.
Bigin by Zoho CRM
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Airparser
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.
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.
Set Up the Bigin by Zoho CRM and Airparser Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Airparser
Trigger on Webhook
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Bigin by Zoho CRM
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Iterator
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Webhook response
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.
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.
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.
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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.
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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:
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:
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: