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Automatically generate customized marketing visuals from Bigin by Zoho CRM data using Canva. Latenode's visual editor and flexible API integration make it easy to design scalable, personalized campaigns that reflect real-time customer insights, all at an affordable cost.
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Create a New Scenario to Connect Bigin by Zoho CRM and Canva
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 Canva will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Canva, 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 Canva Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Canva from the list of available apps, and choose the action you need from the list of nodes within Canva.
Bigin by Zoho CRM
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Canva
Authenticate Canva
Now, click the Canva node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Canva settings. Authentication allows you to use Canva through Latenode.
Configure the Bigin by Zoho CRM and Canva 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 Canva 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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Canva
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, Canva, 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 Canva integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Canva (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + Canva + Slack: When a deal is closed in Bigin, a celebratory graphic is automatically generated in Canva using a predefined template, and then posted to a designated Slack channel to notify the team.
Canva + Bigin by Zoho CRM + Google Drive: When new marketing materials are designed in Canva, they are automatically saved to a specific folder in Google Drive, and the Google Drive file link is updated in the corresponding contact record in Bigin.
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 Canva
Automate content creation with Canva in Latenode. Generate designs on demand, populated with data from your databases or triggered by events. Forget manual updates; connect Canva to your workflows for dynamic marketing materials, reports, or social media content. Latenode's visual editor and flexible nodes simplify design automation.
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How can I connect my Bigin by Zoho CRM account to Canva using Latenode?
To connect your Bigin by Zoho CRM account to Canva on Latenode, follow these steps:
Can I automatically create Canva designs from new Bigin deals?
Yes, you can! Latenode's visual editor makes this simple. Trigger workflows from Bigin, then use Canva's API to generate designs. Easily automate personalized marketing materials.
What types of tasks can I perform by integrating Bigin by Zoho CRM with Canva?
Integrating Bigin by Zoho CRM with Canva allows you to perform various tasks, including:
Can I use JavaScript to extend Bigin by Zoho CRM + Canva workflows?
Yes! Latenode allows you to add custom JavaScript code. This enables complex data transformations and logic beyond no-code options.
Are there any limitations to the Bigin by Zoho CRM and Canva integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: