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Sync new Bigin by Zoho CRM contacts to Clio for streamlined client management. Latenode’s visual editor and affordable execution-based pricing simplify the process, letting you customize your workflow with JavaScript for advanced data handling.
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Create a New Scenario to Connect Bigin by Zoho CRM and Clio
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 Clio will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Clio, 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 Clio Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
Bigin by Zoho CRM
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Clio
Authenticate Clio
Now, click the Clio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Clio settings. Authentication allows you to use Clio through Latenode.
Configure the Bigin by Zoho CRM and Clio 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 Clio 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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Clio
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, Clio, 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 Clio integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + Clio + Google Calendar: When a new contact is added in Bigin, a corresponding contact is created in Clio. Then, a calendar entry for a consultation is created in Google Calendar, linked to both the Bigin contact and the Clio contact.
Clio + QuickBooks + Bigin by Zoho CRM: When a case is closed in Clio, an invoice is created in QuickBooks for the client. Subsequently, the client's record in Bigin is updated to reflect the closed case and the created invoice.
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 Clio
Automate legal workflows with Clio in Latenode. Sync client data, trigger document generation, and manage tasks based on case updates, avoiding manual data entry. Integrate Clio with other apps like email and payment gateways for streamlined legal process automation. Latenode’s visual editor makes building these flows simple.
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How can I connect my Bigin by Zoho CRM account to Clio using Latenode?
To connect your Bigin by Zoho CRM account to Clio on Latenode, follow these steps:
Can I automatically create Clio matters from new Bigin deals?
Yes, you can! Latenode lets you automate matter creation in Clio when a new deal is closed in Bigin. Automate legal workflows with our no-code editor and custom JavaScript functions.
What types of tasks can I perform by integrating Bigin by Zoho CRM with Clio?
Integrating Bigin by Zoho CRM with Clio allows you to perform various tasks, including:
How secure is connecting Bigin by Zoho CRM and Clio via Latenode?
Latenode uses secure authentication protocols to protect your data. We ensure secure data transfer between Bigin and Clio, giving you peace of mind.
Are there any limitations to the Bigin by Zoho CRM and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: