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Automatically create Streamtime projects from new Bigin by Zoho CRM deals. Latenode's visual editor makes it easy to customize your workflow, add complex logic with JavaScript, and scale affordably.
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Create a New Scenario to Connect Bigin by Zoho CRM and Streamtime
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 Streamtime will be your first step. To do this, click "Choose an app," find Bigin by Zoho CRM or Streamtime, 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 Streamtime Node
Next, click the plus (+) icon on the Bigin by Zoho CRM node, select Streamtime from the list of available apps, and choose the action you need from the list of nodes within Streamtime.
Bigin by Zoho CRM
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Streamtime
Authenticate Streamtime
Now, click the Streamtime node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Streamtime settings. Authentication allows you to use Streamtime through Latenode.
Configure the Bigin by Zoho CRM and Streamtime 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 Streamtime 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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Streamtime
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, Streamtime, 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 Streamtime integration works as expected. Depending on your setup, data should flow between Bigin by Zoho CRM and Streamtime (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Bigin by Zoho CRM + Streamtime + Slack: When a new contact is added in Bigin, a corresponding project is created in Streamtime, and a notification is sent to a designated Slack channel to inform the project team.
Streamtime + Bigin by Zoho CRM + Google Sheets: When a job is completed in Streamtime, the corresponding company in Bigin is updated, and the key project data (job name, completion date, client) is logged to a Google Sheet for reporting purposes.
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 Streamtime
Streamtime project management inside Latenode: automate tasks like invoice creation based on project status, or sync time entries with accounting. Connect Streamtime to other apps via Latenode's visual editor and AI tools. Customize further with JavaScript for complex workflows. Manage projects and data automatically.
Related categories
How can I connect my Bigin by Zoho CRM account to Streamtime using Latenode?
To connect your Bigin by Zoho CRM account to Streamtime on Latenode, follow these steps:
Can I automatically update Streamtime projects when deals close in Bigin by Zoho CRM?
Yes, you can! Latenode's visual editor makes this easy. Trigger project updates automatically, saving time and ensuring your project timelines stay accurate when new deals are won.
What types of tasks can I perform by integrating Bigin by Zoho CRM with Streamtime?
Integrating Bigin by Zoho CRM with Streamtime allows you to perform various tasks, including:
HowsecureisBiginbyZohoCRMintegrationonLatenodewithmyStreamtimedata?
Latenodeemploysrobustsecuritymeasures,includingencryptionandsecureauthentication,toprotectyourBiginbyZohoCRMandStreamtimedata.Yourdatatransmissionsarealwayssecure.
Are there any limitations to the Bigin by Zoho CRM and Streamtime integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: