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Bigin by Zoho CRM - Create PDF, Word, Excel Documents
Bigin by Zoho CRM connects with Documentero to turn your CRM data into ready-to-use documents. Whenever new contacts, companies, or deals are added in Bigin, Documentero can instantly create contracts, proposals, or reports using your own templates. This integration helps you keep documents accurate and up to date without manual copy-pasting.
Bigin by Zoho CRM
Documentero
Triggers
Watch Calls — Triggers when a new call has been created.
Watch Company — Triggers when a new company has been created.
Watch Contacts — Triggers when a new contact has been created.
Watch Events — Triggers when a new event has been created.
Watch Pipelines — Triggers when a new pipeline has been created.
Watch Tasks — Triggers when a new task has been created.
Watch Users — Triggers when a new user has been created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Bigin by Zoho CRM using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Bigin by Zoho CRM using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate customer contracts from Bigin contacts
Create PDF invoices from new Bigin deals
Export Bigin pipeline updates into Excel reports
Generate meeting agendas from Bigin events
Build personalized letters from new Bigin users
Create service agreements from Bigin company records
Produce follow-up documents after Bigin calls
Export task lists from Bigin into structured reports
Automatically generate sales quotes from Bigin pipeline stages
Create event summary PDFs directly from Bigin event data
How you can use Bigin by Zoho CRM + Documentero
Generate Sales Proposals
When a new pipeline stage is reached in Bigin, Documentero can create a proposal document with customer details and deal information.
Create Call Summaries
Each time a new call is logged in Bigin, Documentero can generate a call summary PDF for record-keeping or sharing with team members.
Produce Onboarding Documents
When a new contact is added in Bigin, Documentero can automatically prepare a welcome letter or onboarding pack.
Build Company Profiles
As soon as a new company is created in Bigin, Documentero can generate a company profile document with stored details.
Task Reports
When new tasks are created in Bigin, Documentero can generate a task report in Excel for team tracking.
Setup Guides
Zapier Tutorial: Integrate Bigin by Zoho CRM with Documentero
- Create a new Zap in Zapier.
- Add Bigin by Zoho CRM to the zap and choose one of the triggers (Watch Calls, Watch Company, Watch Contacts). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Bigin by Zoho CRM trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Bigin by Zoho CRM with Documentero
- Create a new scenario in Make.
- Add Bigin by Zoho CRM to the scenario and choose one of the triggers (Watch Calls, Watch Company, Watch Contacts). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Bigin by Zoho CRM trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Bigin by Zoho CRM with Documentero
- Create a new workflow in n8n.
- Add Bigin by Zoho CRM to the workflow and choose one of the triggers (Watch Calls, Watch Company, Watch Contacts). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In n8n: Add Documentero as the next step and connect it using your API key.
- In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Bigin by Zoho CRM trigger.
- Execute (or activate) your workflow and verify the output.
