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Automatically generate, prefill, and send contracts when a new deal reaches a specific stage in Bigin by Zoho CRM. Latenode's visual editor and affordable pay-by-execution pricing simplifies complex document workflows. Customize document logic further with JavaScript.
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Create a New Scenario to Connect Bigin by Zoho CRM and pdfFiller
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 pdfFiller will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or pdfFiller, 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 pdfFiller Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select pdfFiller from the list of available apps, and choose the action you need from the list of nodes within pdfFiller.
Bigin by Zoho CRM
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pdfFiller
Authenticate pdfFiller
Now, click the pdfFiller node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your pdfFiller settings. Authentication allows you to use pdfFiller through Latenode.
Configure the Bigin by Zoho CRM and pdfFiller 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 pdfFiller Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
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pdfFiller
Trigger on Webhook
β
Bigin by Zoho CRM
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Bigin by Zoho CRM, pdfFiller, 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 pdfFiller integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and pdfFiller (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
pdfFiller + Bigin by Zoho CRM + Google Drive: When a document is filled in pdfFiller, download it and find the corresponding contact in Bigin. Then, upload the document to a specific folder in Google Drive associated with that contact.
pdfFiller + Bigin by Zoho CRM + Slack: When a document is filled in pdfFiller, find the associated record in Bigin and update it. Then, send a notification to a Slack channel to alert the sales team.
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 pdfFiller
Automate PDF workflows with pdfFiller in Latenode. Fill, sign, and edit PDFs automatically as part of larger processes. Need to pre-fill contracts from a database, route signed documents to storage, or update records based on PDF content? Integrate pdfFiller into Latenode for scalable, no-code automation without per-step fees, and add custom logic if needed.
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How can I connect my Bigin by Zoho CRM account to pdfFiller using Latenode?
To connect your Bigin by Zoho CRM account to pdfFiller on Latenode, follow these steps:
Can I automatically populate pdfFiller documents from Bigin deals?
Yes, you can! Latenode lets you map Bigin data to pdfFiller templates, automatically generating pre-filled documents. Save time and reduce errors with this powerful automation feature.
What types of tasks can I perform by integrating Bigin by Zoho CRM with pdfFiller?
Integrating Bigin by Zoho CRM with pdfFiller allows you to perform various tasks, including:
How secure is my Bigin by Zoho CRM data when using Latenode integrations?
Latenode employs robust security measures, including encryption and access controls, to ensure your Bigin by Zoho CRM data remains secure during integration.
Are there any limitations to the Bigin by Zoho CRM and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: