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Automatically generate personalized documents from Bigin by Zoho CRM data in Google docs. Latenode's visual editor and affordable execution pricing make document automation and versioning simple, scalable, and customizable with JavaScript.
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Create a New Scenario to Connect Bigin by Zoho CRM and Google docs
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 Google docs will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Google docs, 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 Google docs Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Google docs from the list of available apps, and choose the action you need from the list of nodes within Google docs.
Bigin by Zoho CRM
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Google docs
Authenticate Google docs
Now, click the Google docs node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Google docs settings. Authentication allows you to use Google docs through Latenode.
Configure the Bigin by Zoho CRM and Google docs 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 Google docs 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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Google docs
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, Google docs, 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 Google docs integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Google docs (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + Google Docs + Slack: When a deal is closed in Bigin by Zoho CRM (triggering a 'New Contact' event), a contract document is created in Google Docs by replacing the text. A message is then sent to a designated Slack channel to notify the sales team about the new contract.
Google Docs + Bigin by Zoho CRM + Zoho Books: When a new document is created in Google Docs (triggering a 'New Document' event), the details extracted from the document are used to create a new contact in Bigin by Zoho CRM and subsequently create an invoice in Zoho Books for the new client.
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 Google docs
Automate document creation and updates with Google Docs in Latenode. Populate templates, extract text, and trigger workflows based on document changes. Connect Google Docs to CRMs, databases, or marketing tools to streamline content generation and approval processes. Less manual work, more consistent documents, and automated collaboration.
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How can I connect my Bigin by Zoho CRM account to Google docs using Latenode?
To connect your Bigin by Zoho CRM account to Google docs on Latenode, follow these steps:
Can I automatically create contracts from Bigin deal data?
Yes, you can! Latenode allows you to automatically generate personalized contracts in Google docs using data from Bigin, saving time and ensuring accuracy with every deal.
What types of tasks can I perform by integrating Bigin by Zoho CRM with Google docs?
Integrating Bigin by Zoho CRM with Google docs allows you to perform various tasks, including:
Can I use custom JavaScript code with Bigin by Zoho CRM on Latenode?
Yes! Latenode allows you to enhance your Bigin by Zoho CRM automations with custom JavaScript for advanced data manipulation and complex logic.
Are there any limitations to the Bigin by Zoho CRM and Google docs integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: