Connect Envoy for Visitors and Bitrix24 CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Visitor Invited
Choose an Action
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
Lead Action
Ready to use Envoy for Visitors and Bitrix24 CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Visitor Invited
Triggers when a visitor invite is created in Envoy.
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.
Do thisActions
Action is the task that follows automatically within your Envoy for Visitors 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
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Frequently Asked Questions
To start, connect both your Envoy for Visitors and Bitrix24 CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Envoy for Visitors triggers actions in Bitrix24 CRM (or vice versa).
Absolutely. You can customize how Envoy for Visitors 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 Envoy for Visitors 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 Envoy for Visitors 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.
About Envoy for Visitors
Envoy is a leading platform for workplace management, offering solutions for visitor management, room booking, and employee sign-in. It helps businesses streamline their operations and enhance security.
Learn MoreAbout 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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