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Automatically populate Bigin by Zoho CRM with data extracted from invoices and documents using OCR Space. Latenode’s visual editor makes custom data mapping simple, plus, pay only for execution time as your automation scales.
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Create a New Scenario to Connect Bigin by Zoho CRM and OCR Space
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 OCR Space will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or OCR Space, 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 OCR Space Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select OCR Space from the list of available apps, and choose the action you need from the list of nodes within OCR Space.
Bigin by Zoho CRM
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OCR Space
Authenticate OCR Space
Now, click the OCR Space node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your OCR Space settings. Authentication allows you to use OCR Space through Latenode.
Configure the Bigin by Zoho CRM and OCR Space 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 OCR Space 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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OCR Space
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, OCR Space, 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 OCR Space integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and OCR Space (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
OCR Space + Bigin by Zoho CRM + Google Sheets: When a new image is received, OCR Space extracts text, creates a new contact in Bigin by Zoho CRM, and logs the contact's information in a Google Sheet.
OCR Space + Bigin by Zoho CRM + Slack: When a new image is processed by OCR Space, the extracted text is used to create a contact in Bigin by Zoho CRM. Then, a message is sent to a Slack channel notifying the team about the new contact.
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 OCR Space
Need to extract text from images or PDFs? Use OCR Space in Latenode to automatically process documents and integrate the data into your workflows. Automate invoice processing, data entry, or compliance checks. Latenode adds flexible logic, file parsing, and destinations to your OCR results, scaling beyond single-document processing.
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How can I connect my Bigin by Zoho CRM account to OCR Space using Latenode?
To connect your Bigin by Zoho CRM account to OCR Space on Latenode, follow these steps:
Can I extract data from invoices into Bigin contacts?
Yes, with Latenode! Automate data extraction from invoices using OCR Space and instantly update your Bigin by Zoho CRM contacts. This saves time and ensures accurate record-keeping in your CRM.
What types of tasks can I perform by integrating Bigin by Zoho CRM with OCR Space?
Integrating Bigin by Zoho CRM with OCR Space allows you to perform various tasks, including:
How secure is Bigin by Zoho CRM data when using Latenode integration?
Latenode uses secure protocols to ensure your Bigin by Zoho CRM data is protected during the OCR process. We prioritize data privacy and security.
Are there any limitations to the Bigin by Zoho CRM and OCR Space integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: