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Automatically create Confluence documentation from new Bigin by Zoho CRM deals. Latenode's visual editor simplifies complex logic and adds custom JavaScript for nuanced data mapping, saving time and ensuring accuracy.
Connect Bigin by Zoho CRM and Confluence in minutes with Latenode.
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Create a New Scenario to Connect Bigin by Zoho CRM and Confluence
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 Confluence will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Confluence, 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 Confluence Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Confluence from the list of available apps, and choose the action you need from the list of nodes within Confluence.
Bigin by Zoho CRM
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Confluence
Authenticate Confluence
Now, click the Confluence node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Confluence settings. Authentication allows you to use Confluence through Latenode.
Configure the Bigin by Zoho CRM and Confluence 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 Confluence 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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Confluence
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, Confluence, 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 Confluence integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Confluence (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + Confluence + Slack: When a deal reaches a specific stage in Bigin, search for the relevant Confluence page using keywords from the deal. Then, send a message to a designated Slack channel with a link to the Confluence page.
Confluence + Bigin by Zoho CRM + Google Sheets: When a Confluence page is updated, search for a matching contact in Bigin using the page title. If a contact is found, log the page view event in a Google Sheet, including the contact's name and the page title.
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 Confluence
Automate Confluence tasks in Latenode: create pages, update content, or trigger workflows when pages change. Connect Confluence to other apps (like Jira or Slack) for streamlined project updates and notifications. Use Latenode’s visual editor and JS node for custom logic and efficient information sharing across teams.
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How can I connect my Bigin by Zoho CRM account to Confluence using Latenode?
To connect your Bigin by Zoho CRM account to Confluence on Latenode, follow these steps:
Can I automatically create Confluence pages from new Bigin by Zoho CRM deals?
Yes, you can! Latenode allows you to trigger Confluence page creation from new Bigin by Zoho CRM deals. Automate documentation and keep your team aligned with deal progress.
What types of tasks can I perform by integrating Bigin by Zoho CRM with Confluence?
Integrating Bigin by Zoho CRM with Confluence allows you to perform various tasks, including:
Can I use JavaScript to transform data between Bigin by Zoho CRM and Confluence?
Yes, Latenode allows using JavaScript code blocks to transform and map data between Bigin by Zoho CRM and Confluence for advanced customization.
Are there any limitations to the Bigin by Zoho CRM and Confluence integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: