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Bitrix24Care

Zapier for CRM app

Bitrix24 CRM app goes public (ссылка на блог) on Zapier!
Connect Bitrix24 CRM to 4000+ popular web services and apps supported by the platform.

Installation & Setup

The app does not have a user interface in Bitrix24, but you need to install it from Bitrix24 Market to let your account connect with the Zapier platform.

No setup is required in Bitrix24. It all happens in Zapier.

Find Bitrix24 CRM app when building your Zap:
Sign-in after choosing trigger, action or search event:
To proceed, enter your Bitrix24 account's URL in the pop-up window according to Zapier's instructions:
When successfully established, you will see your Bitrix24 account and user ID in the connection's name:

Proceed with building the Zap as usual.

Triggers

Triggers watch any changes made in a particular app and initiate the launch of the subsequent actions in the Zap.

The frequency of Zapier checks for changes (update time) depends on your Zapier plan. It can be anywhere from 15 and down to 1 minute.
All apps have their triggers, but if you're looking to do something upon changes made in Bitrix24, here are the entity types you can work with:
Triggers respond to Adding, Updating and Deleting of a selected entity type in Bitrix24:

Example: Get Slack channel notifications for new Leads in Bitrix24

Select Bitrix24 CRM as your trigger app:
Choose a corresponing Bitrix24 account (multiple can be connected):
Select the event type:
Test the trigger:
and continue to the Slack action setup:
Choose your Slack account:
Map the fields:
Test the action:
Check your Slack:

If you turn the Zap on it will do the steps automaticly until you decide to change something.

Custom fields in Bitrix24 have a UF_ prefix so you can easily distinguish them when mapping the fields to other systems:

Actions

Actions come after triggers and actually do stuff.

Bitrix24 CRM app actions and search work with the following entity types:
You can add, update and delete from Bitrix24 CRM:
When working with Bitrix24 CRM actions you will encouter the fields autoload switch:

It's a useful tool when you have 10 000s of records in your CRM, many custom fileds and values to pull overall.
It keeps the step from hitting a Zapier's 30-second timeout for loading the fields and their values to configure the step.

Example: Creating a contact from JotFrom fillout

Start building the Zap by adding the JotForm New Submission trigger:
Chooose account and form:
Test the trigger:
The name from JotForm came as two words in one field so we need to split that to map the fields correctly in the next step:
Setting the parameters:
Test the step:
Now we're ready to build the actual Bitrix24 action block:
Select a Bitrix24 account where you want the contact to create:
Map the fields:
Test the step and check your Bitrix24 Contacts:

If we turned the Zap on, all the new form fill outs will create Contacts in Bitrix24 automaticly.

Learn more about Zapier tools.

FAQ

General

Q: Why are there two Zapier apps, one in the Marketplace and the other in Zapier? The versions are different.
A: These are indeed two separate apps that work together. The Zapier for CRM app from the Marketplace allows to accessing Bitrix API, while the one in Zapier interacts with it. We recommend using the latest version of the connector to make the most out of the integration.

Q: Is it possible to connect two separate Bitrix24 accounts via Zapier?
A: Yes, you can have multiple Bitrix24 connections at a time and build Zaps connecting different Bitrix24 accounts.
To add a connection in Zapier go to My apps > Custom integrations > Bitrix24 CRM connector > Add connection

Q: I do like your app, but what if I want to submit feature ideas? How can I do that?
A: You're welcome to reach our Bitrix24 support to pass your feedback and ideas.

Trivial

Q: Just wondering why the fields derived from the app's trigger have a Res word in front of them?
A: Res stands for Result. For example, Res ID = result ID.

Technical

Q: Why am I getting a 404 page in Zapier when trying to re-establish a connection with my Bitrix24 account?
A: That happens when you're trying to use a deprecated version of a Bitrix24 CRM app in Zapier. Rebuild the step using publicly avaliable version of the app.

Q: I'm getting ERROR_OAUTH: Application not installed error after entering my Bitrix domain in Zapier to establish a connection. Why is that?
A: Please install Zapier for CRM app from Bitrix24 Market.

Q: How do I find a record by its ID? I do not seem to get the option under the Field name tab.
A: If you need to find an entity by its ID, use the custom input option.

Q:???How to pass text into a comment (or any other multi-line input field) if I want each value on a new line?
A: Use the HTML <br> tags to establish the line breaks.

Q: Is there duplicate control when adding new entries via Zapier?
A: There is no automatic duplicate control when adding new records using our API. You need to establish the check yourself. The integration app offers the Search action that can help you identify existing records and, therefore, not create duplicates.

Q: My on-premise version is not accessible from the internet. Is it possible to install the integration app locally?
A: This is a REST API-only app. There is not much to install locally, and access to the internet is necessary for the app to work.

Q: Why do the boolean yes/no values from Bitrix show in Zapier as 1/0?
A: This is how Bitrix passes the values of this field type to external systems.

Q: How do I know the deal stages' IDs for adding a deal to a specific stage when creating a deal using the app?
A: To get an ID of a specific stage, you can get it by inspecting the stage using your web browser in Statuses & Dropdows settings

Q:??? Can I link multiple contacts to a company when creating it using the app?
A: As of now, you can only link one contact to a company and vice versa via the Zapier app.



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