
When this happens...
When New Account Created

Automatically do this!
Deal Action
Deal Search
Lead Search
Contact Search
Quote Search
Company Search
Smart Process Search
Create Task
Update Task
Create Blogpost
Create Message
Company Action
Contact Action
Create Or Update Lead
When this happensTriggers
A trigger is an event that starts a workflow.
When a user creates an account
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.
Action is the task that follows automatically within your ChatbotAI partner integrations.
Add subscribers to a plan
Add funds to a user's wallet
Create a new user account
Generate a one-time sign-in link
Creates Or Update Deal
Search for deals by filters
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To start, connect both your ChatbotAI partner and Bitrix24 CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ChatbotAI partner triggers actions in Bitrix24 CRM (or vice versa).
Absolutely. You can customize how ChatbotAI partner data is recorded in Bitrix24 CRM. This includes choosing which data fields go into which fields of Bitrix24 CRM, setting up custom formats, and filtering out unwanted information.
The data sync between ChatbotAI partner and Bitrix24 CRM 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 ChatbotAI partner and Bitrix24 CRM. 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.
A chatbot AI partner providing conversational AI for automated user interactions.
Learn MoreBitrix24 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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