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Automatically create Moco projects from new Bigin by Zoho CRM deals. Latenode's visual editor makes it easier to map fields precisely, while affordable execution-based pricing saves money as you scale.
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Create a New Scenario to Connect Bigin by Zoho CRM and Moco
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 Moco will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Moco, 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 Moco Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Moco from the list of available apps, and choose the action you need from the list of nodes within Moco.
Bigin by Zoho CRM
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Moco
Authenticate Moco
Now, click the Moco node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Moco settings. Authentication allows you to use Moco through Latenode.
Configure the Bigin by Zoho CRM and Moco 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 Moco 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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Moco
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, Moco, 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 Moco integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Moco (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + Moco + Slack: When a deal is won in Bigin, a project is automatically created in Moco. A notification is then sent to a specified Slack channel to inform the team about the new project.
Moco + Bigin by Zoho CRM + Google Sheets: When a new event is logged in Moco, update the corresponding client record in Bigin with the logged time and then log a summary of the time entry to a specified Google Sheet.
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 Moco
Use Moco in Latenode to track time and expenses. Automate reporting, invoice creation, and project budget monitoring. Connect Moco to accounting or CRM systems for streamlined financial workflows. Build flexible, customized solutions without code, and scale automations as your business grows inside Latenode's visual environment.
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How can I connect my Bigin by Zoho CRM account to Moco using Latenode?
To connect your Bigin by Zoho CRM account to Moco on Latenode, follow these steps:
Can I automatically update Moco projects when a new deal is won in Bigin by Zoho CRM?
Yes, you can! Latenode lets you create automated workflows to sync Bigin by Zoho CRM and Moco data. This reduces manual updates and ensures accurate project tracking.
What types of tasks can I perform by integrating Bigin by Zoho CRM with Moco?
Integrating Bigin by Zoho CRM with Moco allows you to perform various tasks, including:
How secure is the Bigin by Zoho CRM integration on Latenode?
Latenode uses secure authentication protocols and encryption to protect your Bigin by Zoho CRM and Moco data during integration and workflow execution.
Are there any limitations to the Bigin by Zoho CRM and Moco integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: