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How to connect Clio and Bigin by Zoho CRM
Create a New Scenario to Connect Clio and Bigin by Zoho CRM
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 Clio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Clio or Bigin by Zoho CRM will be your first step. To do this, click "Choose an app," find Clio or Bigin by Zoho CRM, and select the appropriate trigger to start the scenario.
Add the Clio Node
Select the Clio node from the app selection panel on the right.
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Add the Bigin by Zoho CRM Node
Next, click the plus (+) icon on the Clio node, select Bigin by Zoho CRM from the list of available apps, and choose the action you need from the list of nodes within Bigin by Zoho CRM.
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Authenticate Bigin by Zoho CRM
Now, click the Bigin by Zoho CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Bigin by Zoho CRM settings. Authentication allows you to use Bigin by Zoho CRM through Latenode.
Configure the Clio and Bigin by Zoho CRM 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 Clio and Bigin by Zoho CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Clio, Bigin by Zoho CRM, 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 Clio and Bigin by Zoho CRM integration works as expected. Depending on your setup, data should flow between Clio and Bigin by Zoho CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Clio and Bigin by Zoho CRM
Clio + Bigin by Zoho CRM + Google Calendar: When a new or updated calendar entry is created in Clio, a corresponding event is created in Google Calendar, and a contact is created in Bigin by Zoho CRM.
Bigin by Zoho CRM + Zoom + Clio: When a deal is closed in Bigin by Zoho CRM, a meeting is created in Zoom, and a corresponding activity is created in Clio to log the meeting details.
Clio and Bigin by Zoho CRM integration alternatives
About Clio
Automate legal workflows with Clio in Latenode. Sync client data, trigger document generation, and manage tasks based on case updates, avoiding manual data entry. Integrate Clio with other apps like email and payment gateways for streamlined legal process automation. Latenode’s visual editor makes building these flows simple.
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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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FAQ Clio and Bigin by Zoho CRM
How can I connect my Clio account to Bigin by Zoho CRM using Latenode?
To connect your Clio account to Bigin by Zoho CRM on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Clio and click on "Connect".
- Authenticate your Clio and Bigin by Zoho CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Bigin contacts from new Clio clients?
Yes, you can! Latenode automates contact creation, saving time and ensuring your Bigin CRM is always up-to-date with new Clio clients. Leverage no-code tools and custom logic.
What types of tasks can I perform by integrating Clio with Bigin by Zoho CRM?
Integrating Clio with Bigin by Zoho CRM allows you to perform various tasks, including:
- Create Bigin deals when new matters are created in Clio.
- Update Bigin contact information when a Clio client is updated.
- Trigger custom notifications in Bigin for key Clio events.
- Sync Clio client notes to Bigin contact records automatically.
- Generate summary reports across both Clio and Bigin with custom JavaScript.
How do I handle errors when using the Clio integration?
Latenode provides robust error handling. Use "Try/Catch" blocks to manage errors gracefully and ensure workflow stability and data integrity.
Are there any limitations to the Clio and Bigin by Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Real-time sync depends on the API rate limits of both services.
- Custom field mappings require careful configuration for accuracy.
