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Automatically create Avaza projects from new Bigin by Zoho CRM deals. Latenode's visual editor makes it easy to customize the automation logic, and our affordable execution pricing means you only pay for what you use.
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Create a New Scenario to Connect Bigin by Zoho CRM and Avaza
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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 Avaza will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Avaza, 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 Avaza Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Avaza from the list of available apps, and choose the action you need from the list of nodes within Avaza.
Bigin by Zoho CRM
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Avaza
Authenticate Avaza
Now, click the Avaza node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Avaza settings. Authentication allows you to use Avaza through Latenode.
Configure the Bigin by Zoho CRM and Avaza 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 Avaza 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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Avaza
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, Avaza, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Bigin by Zoho CRM and Avaza integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Avaza (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + Avaza + Slack: When a new deal is created in Bigin by Zoho CRM, a new project is created in Avaza. A message is then sent to a designated Slack channel to notify the project team of the new project, including the project name.
Avaza + Bigin by Zoho CRM + Google Sheets: When a task is completed in Avaza, the corresponding deal stage is updated in Bigin by Zoho CRM and the task details are logged in a Google Sheet.
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 Avaza
Automate project management with Avaza in Latenode. Create flows that sync tasks, track time, and manage expenses automatically. Use Latenode's visual editor to tailor Avaza workflows and connect them to other apps. Streamline reporting and billing cycles with no-code logic and custom scripts for efficient project oversight.
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How can I connect my Bigin by Zoho CRM account to Avaza using Latenode?
To connect your Bigin by Zoho CRM account to Avaza on Latenode, follow these steps:
Can I automatically create Avaza projects from new Bigin by Zoho CRM deals?
Yes, you can. Latenode's visual editor simplifies this integration, ensuring that project creation in Avaza is triggered automatically when a new deal appears in Bigin by Zoho CRM. Save time and stay organized!
What types of tasks can I perform by integrating Bigin by Zoho CRM with Avaza?
Integrating Bigin by Zoho CRM with Avaza allows you to perform various tasks, including:
How secure is my Bigin by Zoho CRM data when using Latenode?
Latenode employs advanced encryption and secure authentication protocols to ensure the privacy and security of your Bigin by Zoho CRM data during integration.
Are there any limitations to the Bigin by Zoho CRM and Avaza integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: