Connect Bitrix24 CRM and Planable
Integrate Bitrix24 CRM with Planable to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Post in Planable when Deal Trigger in Bitrix24 CRM
Add Comment to Post on Planable when Deal Trigger in Bitrix24 CRM
Update Post in Planable when Deal Trigger in Bitrix24 CRM
Create Campaign in Planable when Deal Trigger in Bitrix24 CRM
Update Campaign in Planable when Deal Trigger in Bitrix24 CRM
Popular Bitrix24 CRM + Planable flows
Start from a real workflow other teams are already running.
Choose a trigger
Bitrix24 CRM
When this happens...
Deal Trigger
Contact Trigger
Company Trigger
Lead Trigger
Choose an action
Planable
Automatically do this!
Create Post
Add Comment to Post
Update Post
Create Campaign
Update Campaign
View Campaign Details
List Campaigns
Find Post By ID
List Posts
Get Post Comments
Create a Story
List Workspaces
List Pages
List Labels
Find Media
Create Post in Planable when Deal Trigger in Bitrix24 CRM
Use this flowAdd Comment to Post on Planable when Deal Trigger in Bitrix24 CRM
Use this flowUpdate Post in Planable when Deal Trigger in Bitrix24 CRM
Use this flowCreate Campaign in Planable when Deal Trigger in Bitrix24 CRM
Use this flowUpdate Campaign in Planable when Deal Trigger in Bitrix24 CRM
Use this flowView Campaign Details in Planable when Deal Trigger in Bitrix24 CRM
Use this flowList Campaigns from Planable when Deal Trigger in Bitrix24 CRM
Use this flowFind Post By ID in Planable when Deal Trigger in Bitrix24 CRM
Use this flowList Posts from Planable when Deal Trigger in Bitrix24 CRM
Use this flowGet Post Comments from Planable when Deal Trigger in Bitrix24 CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Bitrix24 CRM and Planable.
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.
When a new post is created
Runs the workflow automatically when a new post is created in the workspace.
When a post becomes fully approved in the workspace
Runs the workflow automatically whenever a post becomes fully approved in the workspace.
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
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About Planable
Planable is a collaboration‑first social media management platform for teams and agencies to create, plan, collaborate, approve, schedule, engage, and analyze content in one place. It offers native‑like post previews, a unified calendar, grid and feed views, in‑context comments, suggestions and annotations, customizable multi‑step approvals (including kanban approvals), bulk actions across brands and locations, client‑friendly share links, and reporting—supporting Facebook, Instagram, LinkedIn, TikTok, YouTube, Pinterest, Threads, X (Twitter), and Google Business Profile.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Bitrix24 CRM and Planable accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Bitrix24 CRM and Planable as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Planable. No coding required.
Yes. You can set up a workflow where Bitrix24 CRM triggers actions in Planable, and a separate workflow where Planable triggers actions in Bitrix24 CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Bitrix24 CRM and Planable. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Bitrix24 CRM and Planable integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
