
When this happens...

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
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When this happensTriggers
A trigger is an event that starts a workflow.
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 Fakturoid integrations.
Generates a new invoice in Fakturoid.
Creates a subject in account.
Get an existing subject by id in account.
Updates a invoice in Fakturoid.
Get an existing invoice by id in Fakturoid.
Delete an existing invoice by id in Fakturoid.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Fakturoid and Bitrix24 CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Fakturoid triggers actions in Bitrix24 CRM (or vice versa).
Absolutely. You can customize how Fakturoid 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 Fakturoid 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 Fakturoid 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.
Fakturoid is an online invoicing and accounting platform designed to simplify financial management for small businesses and freelancers. It offers features such as automated invoicing, expense tracking, and financial reporting, making it easier to manage your business finances efficiently.
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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