Automate Bitrix24 CRM tasks — convert leads to revenue
Use viaSocket to link Bitrix24 with your apps and AI to qualify leads, update pipelines, automate billing, and deliver faster customer responses without coding.
Ready to use Bitrix24 CRM automations
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Triggers and Actions in Bitrix24 CRM Automations
viaSocket makes it simple to connect Bitrix24 CRM and automate repetitive tasks.
When this happensTriggers
A trigger is an event that starts a workflow.
Deal Trigger
Triggers when deal is created, updated, deleted or any other actions perform on deal.
Contact Trigger
Triggers when contact is created, updated, deleted or any other actions perform on contact.
Company Trigger
Triggers when company is created, updated, deleted or any other actions perform on company.
Lead Trigger
Triggers when Lead is created, updated, deleted or any other actions perform on Lead.
Do thisActions
Action is the task that follows automatically within your Bitrix24 CRM integrations.
Deal Action
Creates Or Update Deal
Deal Search
Search for deals by filters
Lead Search
Search for leads by filters
Contact Search
Search for contacts by filters
Quote Search
Search for quotes by filters
Company Search
Search for companies by filters
How to get started with Bitrix24 CRM automations
Automate when something happens in Bitrix24 CRM
Login -> Create new flow -> Select trigger -> Search Bitrix24 CRM -> Choose the trigger from the list
Take action in Bitrix24 CRM when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Bitrix24 CRM -> Choose the action from the list
Trigger
Action
Real-world use cases of Bitrix24 CRM integrations
See how Bitrix24 CRM integrates with popular apps to automate tasks and streamline your workflow.
- Integrate bitrix24 with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and bitrix24 databases.
- Integrate bitrix24 with MySQL to automatically sync records, facilitating seamless data exchange between bitrix24 and your SQL databases.
Know More About Bitrix24 Integrations
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Frequently Asked Questions
viaSocket automates practical business tasks: lead capture and scoring, deal creation and pipeline updates, follow-ups and scheduling, invoice generation and payment reconciliation, ticket-to-task conversions, and routine sales or support reporting.
Most common automations can be set up in under an hour with prebuilt templates. More complex flows that combine external systems or custom fields usually take a few hours of configuration and testing.
Yes. viaSocket can add AI steps — for example, to summarize customer messages, prioritize leads by intent, or draft personalized outreach — so your Bitrix24 workflows act smarter without extra manual work.
Automations only access the Bitrix24 account you connect. viaSocket follows standard data security practices: authenticated API connections, option to restrict data scope, and audit logs for changes made by automations.
Yes. viaSocket reads and writes custom fields, pipelines and stages available in your Bitrix24 instance, so automations follow your existing sales process and reporting structure.
About Bitrix24 CRM
Bitrix24 is a comprehensive business management platform that offers a suite of tools for CRM, project management, team collaboration, and communication. It is designed to streamline business processes and enhance productivity by providing features such as task management, document sharing, and customer relationship management in a single platform.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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