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Automatically create FreeAgent invoices from new deals in Bigin by Zoho CRM. Latenode's visual editor and affordable execution pricing make scaling sales and accounting automation easy, with no-code flexibility and JavaScript for advanced needs.
Connect Bigin by Zoho CRM and FreeAgent in minutes with Latenode.
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Create a New Scenario to Connect Bigin by Zoho CRM and FreeAgent
In the workspace, click the โCreate New Scenarioโ button.
Add the First Step
Add the first node โ 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 FreeAgent will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or FreeAgent, 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 FreeAgent Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select FreeAgent from the list of available apps, and choose the action you need from the list of nodes within FreeAgent.
Bigin by Zoho CRM
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FreeAgent
Authenticate FreeAgent
Now, click the FreeAgent node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your FreeAgent settings. Authentication allows you to use FreeAgent through Latenode.
Configure the Bigin by Zoho CRM and FreeAgent 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 FreeAgent 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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FreeAgent
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, FreeAgent, and any additional nodes, donโt 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 โRun onceโ and triggering an event to check if the Bigin by Zoho CRM and FreeAgent integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and FreeAgent (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + FreeAgent + Slack: When a deal is closed in Bigin, an invoice is automatically created in FreeAgent. A notification is then sent to a designated Slack channel to inform the sales team.
FreeAgent + Bigin by Zoho CRM + Google Sheets: When a new invoice is created in FreeAgent, the corresponding contact record in Bigin is updated. The invoice details are then logged in a Google Sheet for tracking and reporting.
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 FreeAgent
Use FreeAgent in Latenode to automate accounting tasks. Create workflows that automatically reconcile bank data, generate reports, or update financial records based on triggers from other apps. Avoid manual data entry and ensure accuracy by connecting FreeAgent with your CRM, payment gateways, or e-commerce platforms.
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How can I connect my Bigin by Zoho CRM account to FreeAgent using Latenode?
To connect your Bigin by Zoho CRM account to FreeAgent on Latenode, follow these steps:
Can I automatically create FreeAgent invoices from new Bigin by Zoho CRM deals?
Yes, with Latenode you can! Automatically generate invoices when deals close in Bigin by Zoho CRM. Latenode's visual editor makes it simple to define the exact conditions, saving you time.
What types of tasks can I perform by integrating Bigin by Zoho CRM with FreeAgent?
Integrating Bigin by Zoho CRM with FreeAgent allows you to perform various tasks, including:
Can I use JavaScript to customize the Bigin by Zoho CRM FreeAgent integration?
Yes! Latenode allows you to use JavaScript code blocks to create highly custom integrations between Bigin by Zoho CRM and FreeAgent, far beyond basic options.
Are there any limitations to the Bigin by Zoho CRM and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: