
When this happens...
Deal Trigger
Contact Trigger
Company Trigger
Lead Trigger

Automatically do this!
Create Lead
Create Lead List
Test account vitals
Add Lead to List
Add Lead to Campaign
Create Campaign
Create Block List
Create Custom Tag
Delete Custom Tag
Update Lead
Remove Lead From Campaign
Remove Lead From List
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when deal is created, updated, deleted or any other actions perform on deal.
Triggers when contact is created, updated, deleted or any other actions perform on contact.
Triggers when company is created, updated, deleted or any other actions perform on company.
Triggers when Lead is created, updated, deleted or any other actions perform on Lead.
Triggered when a new lead is created in a specific campaign.
Triggered when a new email is received in a specific campaign.
Action is the task that follows automatically within your Bitrix24 CRM integrations.
Creates Or Update Deal
Search for deals by filters
Search for leads by filters
Search for contacts by filters
Search for quotes by filters
Search for companies by filters

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Bitrix24 CRM and Instantly accounts to viaSocket. Once connected, you can set up a workflow where an event in Bitrix24 CRM triggers actions in Instantly (or vice versa).
Absolutely. You can customize how Bitrix24 CRM data is recorded in Instantly. This includes choosing which data fields go into which fields of Instantly, setting up custom formats, and filtering out unwanted information.
The data sync between Bitrix24 CRM and Instantly 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 Instantly. 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.
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 MoreInstantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their operations.
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