Docusign and Bigin by Zoho CRM Integration

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Automatically update Bigin by Zoho CRM when Docusign contracts are signed. Latenode's visual editor simplifies complex workflows while JavaScript nodes handle custom logic. Scale contract management affordably without per-step costs.

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Docusign

Bigin by Zoho CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Docusign and Bigin by Zoho CRM

Create a New Scenario to Connect Docusign 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 Docusign, triggered by another scenario, or executed manually (for testing purposes). In most cases, Docusign or Bigin by Zoho CRM will be your first step. To do this, click "Choose an app," find Docusign or Bigin by Zoho CRM, and select the appropriate trigger to start the scenario.

Add the Docusign Node

Select the Docusign node from the app selection panel on the right.

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Docusign

Configure the Docusign

Click on the Docusign node to configure it. You can modify the Docusign URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Add the Bigin by Zoho CRM Node

Next, click the plus (+) icon on the Docusign 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.

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Configure the Docusign 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.

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Run node once

Set Up the Docusign 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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Save and Activate the Scenario

After configuring Docusign, 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 Docusign and Bigin by Zoho CRM integration works as expected. Depending on your setup, data should flow between Docusign 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 Docusign and Bigin by Zoho CRM

Docusign + Bigin by Zoho CRM + Google Sheets: When a Docusign envelope status is updated to 'Completed', the flow retrieves the envelope data and updates a corresponding row in a Google Sheet with the contract details. The related Bigin contact is found using data from the Docusign envelope.

Docusign + Bigin by Zoho CRM + Slack: When a Docusign envelope's status is updated to 'Completed', the flow retrieves the envelope details and sends a notification to a designated Slack channel, alerting sales representatives about the fully executed contract. The message contains information regarding the corresponding Bigin contact.

Docusign and Bigin by Zoho CRM integration alternatives

About Docusign

Integrate DocuSign with Latenode to automate contract workflows. Automatically send, track, and store signed documents. Trigger actions based on signature status, update databases, and alert teams. Latenode adds flexible logic and integrations beyond standard DocuSign options, with pay-per-execution pricing and visual flow design.

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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.

See how Latenode works

FAQ Docusign and Bigin by Zoho CRM

How can I connect my Docusign account to Bigin by Zoho CRM using Latenode?

To connect your Docusign account to Bigin by Zoho CRM on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Docusign and click on "Connect".
  • Authenticate your Docusign and Bigin by Zoho CRM accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Bigin deals after document signing?

Yes, you can! Latenode enables real-time updates using webhooks. Keep your Bigin records current by instantly reflecting the latest Docusign status changes, saving manual effort.

What types of tasks can I perform by integrating Docusign with Bigin by Zoho CRM?

Integrating Docusign with Bigin by Zoho CRM allows you to perform various tasks, including:

  • Automatically sending Docusign envelopes when a new deal is created in Bigin.
  • Updating deal stages in Bigin when a document is fully executed in Docusign.
  • Creating new contacts in Bigin from information parsed from signed Docusign documents.
  • Generating Docusign documents pre-filled with data from Bigin contact records.
  • Triggering follow-up tasks in Bigin upon document completion in Docusign.

How do I handle Docusign errors within Latenode workflows?

Latenode provides robust error handling. Use conditional logic and error-catching blocks to gracefully manage Docusign failures and ensure workflow reliability.

Are there any limitations to the Docusign and Bigin by Zoho CRM integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex document parsing may require custom JavaScript code.
  • Rate limits on the Docusign API can affect high-volume workflows.
  • Some advanced Docusign features might not have direct Latenode blocks.

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