Connect Bitrix24 CRM and finlight to Build Intelligent Automations
Choose a Trigger
When this happens...
Deal Trigger
Contact Trigger
Company Trigger
Lead Trigger
Choose an Action
Automatically do this!
List all Sources
Search Articles
Get Article By Link
Ready to use Bitrix24 CRM and finlight automations
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Actions and Triggers
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.
Search Finlight Articles
Searches Finlight for articles using a query and optional countries.
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
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Frequently Asked Questions
To start, connect both your Bitrix24 CRM and finlight accounts to viaSocket. Once connected, you can set up a workflow where an event in Bitrix24 CRM triggers actions in finlight (or vice versa).
Absolutely. You can customize how Bitrix24 CRM data is recorded in finlight. This includes choosing which data fields go into which fields of finlight, setting up custom formats, and filtering out unwanted information.
The data sync between Bitrix24 CRM and finlight typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Bitrix24 CRM and finlight. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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.
Learn MoreAbout finlight
Finlight is a comprehensive platform designed to streamline financial management and investment tracking. It offers tools for analyzing financial data, managing portfolios, and generating insightful reports, making it ideal for both individual investors and financial professionals.
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