Bitrix24Care

Zapier for Tasks app

Connect Bitrix24 Tasks to thousands of other web services and apps supported by Zapier. Installation is as simple as only possible, just follow these steps to install the app from Bitrix24.Market. 

Zapier for Tasks app requires an additional setup procedure, though. We've summarized all you need to know about the configuration and initial tests in this article.

Setup

The app has the Private status in Zapier and can only be accessed via a personal invitation at the moment. Once more features are rolled out, you'll be able to access it as any other public connector.
Accept the invitation:
Zapier for Tasks. Invitation.jpeg
Now you're ready to build the Zaps using Bitrix24 blocks:
Zapier for Tasks. Create a zap.jpeg

Triggers

Triggers allow Zapier to launch actions in third-party services if something changes regarding tasks in your Bitrix24 account (and vice versa).

There are three types of event types for a Bitrix24 task trigger to respond to:
Zapier for Tasks. Trigger.jpeg
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.

Example: Creating a trigger

Select the latest available version of Bitrix24 Tasks app as your Zap's trigger:
Zapier for Tasks. Select connector.jpeg

Select the Trigger event from the list (delete, update or create a new task):
Zapier for Tasks. Trigger.jpeg
Choose an appropriate Bitrix24 account or connect a new one:

Zapier for Tasks. Connect an account.jpeg
Test the Trigger:

Zapier for Tasks. Test the Trigger.jpeg
If everything goes well, you get a list of retrieved fields and values from Bitrix24 Tasks. Then, you could use them in the subsequent actions:

Successful Trigger test.jpeg

Actions

Thousands of apps, including Bitrix, can trigger Tasks to be created and updated all without coding, thanks to the Zapier platform and the integration app:

Zapier for Tasks. Trigger.jpeg

Creating tasks

Allows you to create a new task in your Bitrix24 account.

You can set field values as you need to, but there are two required fields for a task to be created via Zapier:

  1. Task Title - a task cannot exist in Bitrix24 without this essential piece of information
  2. Responsible User ID - system ID of a responsible user for a new task
You can find the IDs of your Bitrix24 users in the Employees section:

Employees section.jpeg
Or quickly look it up in the URL of the user's profile page:

User ID.jpeg
See our technical lookup table describing the many available fields when creating and updating tasks via Zapier.


Example: Creating a Task

Choose Bitrix24 Tasks app:

Zapier for Tasks. Select connector.jpeg
Choose the Create Task event:

Zapier for Tasks. App and event.jpeg
Choose an appropriate account:

Zapier for Tasks. Connected account.jpeg

Map or fill out the fields:

Zapier for Tasks. Action fields.jpeg

If configured correctly, you should have success status report on created task upon completion of the zap.

Zapier for Tasks. Successful task creation.jpeg

The task got created in our Bitrix24 account per our preferences:

Zapier for Tasks. Created task.jpeg



Was this information helpful?
Integration specialist assistance
That's not what I'm looking for
Complicated and incomprehensible text
The information is outdated
It's too short. I need more information
I don't like the way this tool works
Go to Bitrix24
Don't have an account? Create for free
You may also like
Related articles
Zapier Dashboard Issues in Zapier apps: data for technical support Zapier for CRM app Zapier for Communications app