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Automatically send contracts from Bigin by Zoho CRM for signing via Signnow. Latenode's visual editor simplifies building advanced workflows and adding custom logic with JavaScript—automating follow-ups and record updates effortlessly while saving costs.
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Create a New Scenario to Connect Bigin by Zoho CRM and Signnow
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 Signnow will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Signnow, 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 Signnow Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Signnow from the list of available apps, and choose the action you need from the list of nodes within Signnow.
Bigin by Zoho CRM
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Signnow
Authenticate Signnow
Now, click the Signnow node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Signnow settings. Authentication allows you to use Signnow through Latenode.
Configure the Bigin by Zoho CRM and Signnow 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 Signnow 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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Signnow
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, Signnow, 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 Signnow integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Signnow (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + Signnow + Google Sheets: When a deal closes in Bigin, automatically send a contract for signature via Signnow using a pre-existing template. Once the contract is signed, log the signature event details in a Google Sheets spreadsheet.
Signnow + Bigin by Zoho CRM + Slack: After a contract is signed via Signnow, update the corresponding contact in Bigin with the document details and notify the sales team via Slack about the signed contract.
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 Signnow
Automate document signing with Signnow in Latenode. Request signatures automatically when specific events occur in your other apps. Streamline contract workflows and approvals without manual intervention. Latenode provides the flexible logic and integrations Signnow lacks, automating end-to-end processes with AI and custom scripts.
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How can I connect my Bigin by Zoho CRM account to Signnow using Latenode?
To connect your Bigin by Zoho CRM account to Signnow on Latenode, follow these steps:
Can I automatically send contracts upon new lead creation?
Yes, you can! Latenode lets you trigger Signnow contract sends when new leads are added in Bigin by Zoho CRM, saving time and ensuring prompt follow-up. Automate personalized document workflows easily.
What types of tasks can I perform by integrating Bigin by Zoho CRM with Signnow?
Integrating Bigin by Zoho CRM with Signnow allows you to perform various tasks, including:
Can I use JavaScript code to transform data between Bigin by Zoho CRM and Signnow?
Yes, Latenode allows you to use JavaScript to manipulate data, ensuring seamless compatibility and customized data transformations between Bigin by Zoho CRM and Signnow.
Are there any limitations to the Bigin by Zoho CRM and Signnow integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: