IntegrationsBitrix24 CRMYousign
Bitrix24 CRM + Yousign

Connect Bitrix24 CRM and Yousign to Build Intelligent Automations

Choose a Trigger

Bitrix24 CRM

When this happens...

Choose an Action

Yousign

Automatically do this!

Ready to use Bitrix24 CRM and Yousign automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Deal Trigger

Deal Trigger

Triggers when deal is created, updated, deleted or any other actions perform on deal.

Contact Trigger

Contact Trigger

Triggers when contact is created, updated, deleted or any other actions perform on contact.

Company Trigger

Company Trigger

Triggers when company is created, updated, deleted or any other actions perform on company.

Lead Trigger

Lead Trigger

Triggers when Lead is created, updated, deleted or any other actions perform on Lead.

New Contact

New Contact

Trigger when new Contact is Created.

New Workspace

New Workspace

Trigger when new workspace is Created.

Do thisActions

Action is the task that follows automatically within your Bitrix24 CRM integrations.

Deal Action

Deal Action

Creates Or Update Deal

Deal Search

Deal Search

Search for deals by filters

Lead Search

Lead Search

Search for leads by filters

Contact Search

Contact Search

Search for contacts by filters

Quote Search

Quote Search

Search for quotes by filters

Company Search

Company Search

Search for companies by filters

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Frequently Asked Questions

How do I start an integration between Bitrix24 CRM and Yousign?

To start, connect both your Bitrix24 CRM and Yousign accounts to viaSocket. Once connected, you can set up a workflow where an event in Bitrix24 CRM triggers actions in Yousign (or vice versa).

Can we customize how data from Bitrix24 CRM is recorded in Yousign?

Absolutely. You can customize how Bitrix24 CRM data is recorded in Yousign. This includes choosing which data fields go into which fields of Yousign, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Bitrix24 CRM and Yousign?

The data sync between Bitrix24 CRM and Yousign typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Bitrix24 CRM to Yousign?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Bitrix24 CRM and Yousign?

Yes, you can set conditional logic to control the flow of data between Bitrix24 CRM and Yousign. 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 CRM

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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Yousign

About Yousign

Yousign is an electronic signature solution that enables businesses to securely sign documents online. It offers features for document management, compliance with legal standards, and integration with various platforms. The app streamlines the signing process, improving efficiency and reducing paperwork.

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