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Automatically generate personalized contracts or proposals from Bigin by Zoho CRM data with PDFMonkey. Latenode's visual editor makes this complex automation easy, plus it scales affordably as your business grows.
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Create a New Scenario to Connect Bigin by Zoho CRM and PDFMonkey
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 PDFMonkey will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or PDFMonkey, 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 PDFMonkey Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select PDFMonkey from the list of available apps, and choose the action you need from the list of nodes within PDFMonkey.
Bigin by Zoho CRM
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PDFMonkey
Authenticate PDFMonkey
Now, click the PDFMonkey node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your PDFMonkey settings. Authentication allows you to use PDFMonkey through Latenode.
Configure the Bigin by Zoho CRM and PDFMonkey 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 PDFMonkey 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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PDFMonkey
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, PDFMonkey, 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 PDFMonkey integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and PDFMonkey (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + PDFMonkey + Google Drive: When a contact is created in Bigin, a document is generated in PDFMonkey, and then saved in Google Drive.
Bigin by Zoho CRM + PandaDoc: When a deal reaches a specific stage in Bigin by Zoho CRM, a document is created from a template in PandaDoc.
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 PDFMonkey
Use PDFMonkey in Latenode to automate document creation from templates. Populate PDFs with data from any app (CRM, database, etc.) via API. Latenode lets you trigger PDF generation based on events, archive documents, and send them automatically. Simplify reporting and document workflows with no-code or custom code.
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How can I connect my Bigin by Zoho CRM account to PDFMonkey using Latenode?
To connect your Bigin by Zoho CRM account to PDFMonkey on Latenode, follow these steps:
Can I automate contract creation after deal closing?
Yes, trigger PDFMonkey contract creation directly from Bigin by Zoho CRM deal stages. Latenode’s visual editor simplifies setup, enabling automatic, customized document generation upon deal closure.
What types of tasks can I perform by integrating Bigin by Zoho CRM with PDFMonkey?
Integrating Bigin by Zoho CRM with PDFMonkey allows you to perform various tasks, including:
Can I use JavaScript to transform Bigin by Zoho CRM data for PDFMonkey?
Yes, Latenode allows using JavaScript to format and manipulate Bigin by Zoho CRM data before sending it to PDFMonkey. This enables complex customizations.
Are there any limitations to the Bigin by Zoho CRM and PDFMonkey integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: