Explore more automations built by businesses and experts
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 SimpleKPI integrations.
Add a KPI data entry with a date, actual and target values, and optional notes.
Update an existing KPI entry for a given date with new actual, target, or notes.
Creates Or Update Deal
Search for deals by filters
Search for leads by filters
Search for contacts by filters

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 SimpleKPI and Bitrix24 CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in SimpleKPI triggers actions in Bitrix24 CRM (or vice versa).
Absolutely. You can customize how SimpleKPI 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 SimpleKPI 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 SimpleKPI 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.
SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.
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.
Learn More