Send an email from a new contact in Bitrix24
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This template regularly checks for new contacts in Bitrix24 and uses the retrieved information to send an email containing the contact details.
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
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The Google Sheets module checks for matches between the sender’s email address and the list of client email addresses. If a match is found, the label client_mailbox
is added to the email. More information here.
This template regularly checks for deal updates in Bitrix24 and uses the retrieved information to create rows in Google Sheets spreadsheet.
The template is using this sample Google Sheets spreadsheet as the destination for the Bitrix24 deals. You should make a copy of it before configuring the template.
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a checklist to an existing task.
Copies an email or a draft into a selected folder.
Creates a new company.
Creates a new contact.
Creates a new deal.
Creates and adds a new draft to a selected folder.
Creates a new lead.
Creates a new task.
Creates a new invoice
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