Connect Zoho Books and Bitrix24 CRM
Integrate Zoho Books with Bitrix24 CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Invoice in Zoho Books when Deal Trigger in Bitrix24 CRM
Update Invoice in Zoho Books when Deal Trigger in Bitrix24 CRM
Update Contact in Zoho Books when Deal Trigger in Bitrix24 CRM
Find Invoice in Zoho Books when Deal Trigger in Bitrix24 CRM
Create Estimate in Zoho Books when Deal Trigger in Bitrix24 CRM
Popular Zoho Books + Bitrix24 CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Zoho Books
When this happens...
New Sales Invoice
Sales Invoice Updated
When a new estimate is created
When a new customer is created
Choose an action
Bitrix24 CRM
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
Create Invoice in Zoho Books when Deal Trigger in Bitrix24 CRM
Use this flowUpdate Invoice in Zoho Books when Deal Trigger in Bitrix24 CRM
Use this flowUpdate Contact in Zoho Books when Deal Trigger in Bitrix24 CRM
Use this flowFind Invoice in Zoho Books when Deal Trigger in Bitrix24 CRM
Use this flowCreate Estimate in Zoho Books when Deal Trigger in Bitrix24 CRM
Use this flowFind Items By SKU in Zoho Books when Deal Trigger in Bitrix24 CRM
Use this flowList Purchase Orders from Zoho Books when Deal Trigger in Bitrix24 CRM
Use this flowList All Invoices from Zoho Books when Deal Trigger in Bitrix24 CRM
Use this flowSend Invoice via Zoho Books when Deal Trigger in Bitrix24 CRM
Use this flowCreate Invoice in Zoho Books when Contact Trigger in Bitrix24 CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Zoho Books and Bitrix24 CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Sales Invoice
Runs when a new sales invoice is created in Zoho Books.
Sales Invoice Updated
Runs when a sales invoice is updated
When a new estimate is created
Runs the workflow automatically whenever a new estimate is created in the account.
When a new customer is created
Runs the workflow automatically whenever a new customer is created in the account.
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.
Do thisActions
Action is the task that follows automatically within your Zoho Books integrations.
Create Invoice
Creates a new invoice for a selected customer.
Create Or Update Customer
Creates a new customer or updates an existing customer in Zoho Books.
Update Invoice
Update an existing invoice’s customer, line items, taxes, discounts, shipping, tags, or custom fields.
Update Contact
Update a customer's details by their customer ID.
Find Invoice
Finds an existing invoice in Zoho Books and returns its details.
Create Item
Creates a new item.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About Zoho Books
Zoho Books is an online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.
Learn moreSimilar apps
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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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Zoho Books and Bitrix24 CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Zoho Books and Bitrix24 CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Bitrix24 CRM. No coding required.
Yes. You can set up a workflow where Zoho Books triggers actions in Bitrix24 CRM, and a separate workflow where Bitrix24 CRM triggers actions in Zoho Books. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Zoho Books and Bitrix24 CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Zoho Books and Bitrix24 CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
