Connect Bitrix24 CRM and Vertex to Build Intelligent Automations
Choose a Trigger
When this happens...
Deal Trigger
Contact Trigger
Company Trigger
Lead Trigger
Choose an Action
Automatically do this!
- Request a new Action for Vertex
Enable Integrations or automations with these events of Bitrix24 CRM and Vertex
Enable Integrations or automations with these events of Bitrix24 CRM and Vertex
Triggers
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.
Actions
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 Vertex accounts to viaSocket. Once connected, you can set up a workflow where an event in Bitrix24 CRM triggers actions in Vertex (or vice versa).
Absolutely. You can customize how Bitrix24 CRM data is recorded in Vertex. This includes choosing which data fields go into which fields of Vertex, setting up custom formats, and filtering out unwanted information.
The data sync between Bitrix24 CRM and Vertex 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 Vertex. 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 Vertex
Vertex is a leading provider of comprehensive tax technology solutions, helping businesses manage their tax compliance and streamline their tax processes. With a focus on delivering accurate and efficient tax solutions, Vertex offers a range of services including tax calculation, reporting, and compliance management for various industries.
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