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Automatically create Awork projects when deals reach key stages in Bigin by Zoho CRM. Latenode's visual editor simplifies this integration, adding custom logic via JavaScript if needed and saving you money with execution-based pricing.
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Create a New Scenario to Connect Bigin by Zoho CRM and Awork
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 Awork will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Awork, 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 Awork Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Awork from the list of available apps, and choose the action you need from the list of nodes within Awork.
Bigin by Zoho CRM
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Awork
Authenticate Awork
Now, click the Awork node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Awork settings. Authentication allows you to use Awork through Latenode.
Configure the Bigin by Zoho CRM and Awork 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 Awork 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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Awork
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, Awork, 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 Awork integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Awork (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + Awork + Slack: When a deal is created (New Contact) in Bigin, a new project is automatically created in Awork. Then, a message is sent to a Slack channel to notify the team about the new project.
Awork + Bigin by Zoho CRM + Google Sheets: When a task is updated (Updated Task) in Awork, the related contact in Bigin is updated. The details of the updated task and contact 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 Awork
Manage Awork tasks in Latenode to automate project updates and reporting. Trigger flows on new tasks, sync deadlines across tools, or create custom reports. Use Latenode's logic functions and webhooks to connect Awork to any system, crafting automated workflows without complex coding, and scale project management tasks efficiently.
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How can I connect my Bigin by Zoho CRM account to Awork using Latenode?
To connect your Bigin by Zoho CRM account to Awork on Latenode, follow these steps:
Can I automatically create Awork tasks from new Bigin by Zoho CRM leads?
Yes, with Latenode! Automate task creation using triggers and actions. Ensure seamless workflow between sales leads and project management, improving team coordination.
What types of tasks can I perform by integrating Bigin by Zoho CRM with Awork?
Integrating Bigin by Zoho CRM with Awork allows you to perform various tasks, including:
HowsecureistheBiginbyZohoCRMconnectiononLatenodeplatform?
Latenode uses secure authentication protocols. Data is encrypted both in transit and at rest,safeguarding your Bigin by Zoho CRM data during automation.
Are there any limitations to the Bigin by Zoho CRM and Awork integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: