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Bitrix24 Make integrationAutomate Bitrix24 with Make.
Can Make keep your Bitrix24 CRM in step with the rest of your tools, without code? The Bitrix24 Make integration gives you 37 modules, 6 of them triggers, across contacts, companies, leads, deals, invoices and tasks. Below, you connect your account and build a first scenario step by step.
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What does the Bitrix24 Make integration let you automate?
The Bitrix24 Make integration links your Bitrix24 account to Make, a no-code tool where you build a scenario: a chain of modules that runs on a schedule. A module is one brick of that chain, such as a trigger that spots a deal event or an action that creates a task, so records move between Bitrix24 and your other apps without copy and paste.
Leads that get a follow-up. Watch Leads picks up the lead event you choose at each scheduled check, and Create a Task hands the prospect to a salesperson. Add a Checklist to a Task then writes out the calls to make, so the first contact never depends on memory.
One clean customer record. When a sign-up arrives from a form tool or a spreadsheet, Search Contacts checks whether the person is already in the CRM before Create a Contact adds a card. The same pairing works for accounts with Search Companies and Create a Company, which keeps duplicates out.
Invoices your bookkeeper can follow. Watch Invoices passes each invoice event to a finance sheet or chat channel. Know what the list lacks: no module updates an invoice, and according to the Make documentation the app is unavailable in 15 countries, including the Russian Federation, Ukraine and Kazakhstan. For anything the modules skip, Make an API Call reaches the Bitrix24 API with the same connection.
New to the editor? The Make training starts from zero, and Make pricing explains how operations are counted on your plan. If you are also weighing n8n, the n8n vs Make comparison puts both tools side by side.
How do you connect Bitrix24 to Make?
- 01
Add a Bitrix24 module
In your scenario, click the +, search for Bitrix24 and pick any module, Watch Deals for instance. Then click Create a connection. A connection is your Bitrix24 account linked to Make once and reused by every Bitrix24 module afterwards.
- 02
Name the connection
Give the connection a name you will recognize later, such as the team or the portal it belongs to. This step is optional, yet it saves confusion the day you link a second Bitrix24 account.
- 03
Authorize Make and save
Make opens the Bitrix24 authorization page, or asks for the key Bitrix24 gives you. Approve the access, then click Save. Back in the module, Make can now list your Bitrix24 records for you.
Your first scenario: a ready-made task for each deal event
GoalWhen the deal event you pick happens in Bitrix24, Make creates a task and adds a checklist to it.
- 01
Create the scenario
On the Scenarios page, create a new scenario and click the +. Search for Bitrix24, choose Watch Deals and link your account with Create a connection.
- 02
Set the trigger
In Watch Deals, specify the deal event that should start the scenario. Once the connection exists, Make fills the choices for you, so there is nothing to type from memory.
- 03
Add the task
Click the + to the right of Watch Deals and add Create a Task. Map data from the deal bundle (one bundle is one item passing between modules, here one deal) into the task.
- 04
Attach the checklist
Add Add a Checklist to a Task after it and point it at the task that Create a Task just returned, so the steps land on the right task.
- 05
Test with Run once
Click Run once to execute the scenario one time. Open each module to read the bundles it received, then check in Bitrix24 that the task and its checklist are there.
- 06
Schedule and switch on
Open the clock on Watch Deals: a new scenario runs every 15 minutes by default, the shortest interval on the Free plan. Switch the scenario on and it keeps watching your deals.
Which Bitrix24 events can start a scenario?
6 modules start a scenario when something happens in Bitrix24. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Bitrix24 as soon as it happens.
Watch Contacts
Scheduled triggerIn Make“Triggers when a contact is created or modified.”
Watch Contacts brings each contact created or edited in Bitrix24 into your scenario, one bundle per contact, so your other tools learn about the change without anyone retyping it.
Watch Companies
Scheduled triggerIn Make“Triggers when a company is created or modified.”
Every company created or modified in your CRM reaches the scenario through Watch Companies, which gives account-level automations a clear starting point.
Watch Leads
Scheduled triggerIn Make“Triggers when the specified event occurs on leads.”
With Watch Leads, a lead event you specify in Bitrix24 becomes the start of a scenario, so incoming prospects get routed while they are still warm.
Watch Deals
Scheduled triggerIn Make“Triggers when the specified event occurs on deals.”
Watch Deals turns movement in your pipeline into automation: when the deal event you picked happens, the deal enters the scenario as a bundle ready to map.
Watch Invoices
Scheduled triggerIn Make“Triggers when the specified event occurs on invoices.”
Finance sees what sales bills: Watch Invoices feeds each invoice event you select into the scenario, so the figures leave Bitrix24 without a manual export.
Watch Tasks
Scheduled triggerIn Make“Triggers when the specified event occurs on tasks.”
Watch Tasks lets a task event in Bitrix24 kick off work elsewhere, like telling a client or a manager that a job has moved on.
What else can Bitrix24 do in Make?
Bitrix24 gives you 31 modules in 7 groups. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
Contact
5 modulesYou can watch, create, update, search, retrieve, and delete the contacts using the following modules.
Search Contacts
SearchIn Make“Searches for contacts selected by the filter specified as the parameter.”
Search Contacts looks through your Bitrix24 contacts with a filter you set and returns every match, the safest way to find out whether someone is already on file.
Get a Contact
ActionIn Make“Returns a contact by the specified contact ID.”
When you already hold a contact ID, Get a Contact fetches that exact card as it stands now, so later modules work from fresh values instead of stale ones.
Create a Contact
ActionIn Make“Creates a new contact.”
Create a Contact adds a new person to Bitrix24 from whatever the previous module delivers: a sign-up, a spreadsheet row, an event registration.
Update a Contact
ActionIn Make“Updates an existing contact.”
Update a Contact changes an existing Bitrix24 contact with the values you map, so a detail corrected in your support or billing tool also lands in the CRM.
Delete a Contact
ActionIn Make“Deletes a contact.”
Delete a Contact removes a contact from Bitrix24 for good, which helps you honor removal requests or clear the test records your scenarios left behind.
Company
5 modulesYou can watch, create, update, search, retrieve, and delete the companies.
Search Companies
SearchIn Make“Searches for companies selected by the filter specified as the parameter.”
Need the account behind a name? Search Companies filters your Bitrix24 companies and hands back each one that matches, ready to be linked or reused.
Get a Company
ActionIn Make“Returns a company by the specified company ID.”
Get a Company returns one company record from Bitrix24 by its ID, handy when an earlier step only carries that reference and you need the whole account.
Create a Company
ActionIn Make“Creates a new company.”
Create a Company opens a new account in Bitrix24, so a customer won in another tool shows up in the CRM with its own record.
Update a Company
ActionIn Make“Updates an existing company.”
Update a Company keeps an account current: the values you map from another module replace the ones stored on that Bitrix24 company.
Delete a Company
ActionIn Make“Deletes a company.”
Delete a Company erases an account from your Bitrix24 CRM, useful for tidying up duplicates once their useful data has been copied elsewhere.
Lead
5 modulesYou can watch, create, update, search, retrieve, and delete the leads using the following modules.
Search Leads
SearchIn Make“Searches for leads selected by the filter specified as the parameter.”
Search Leads scans your Bitrix24 leads with the filter you define and returns those that fit, each as its own bundle.
Get a Lead
ActionIn Make“Return a lead by the specific lead ID.”
Get a Lead retrieves a single lead from Bitrix24 using its ID and gives the following modules its latest content.
Create a Lead
ActionIn Make“Creates a new lead.”
Create a Lead drops a new prospect into Bitrix24 from outside, whether it comes from an ad form, a chatbot or a spreadsheet of trade show contacts.
Update a Lead
ActionIn Make“Updates a new lead.”
Update a Lead moves an existing lead forward with values from another module, so what happens outside Bitrix24 shows up on the lead card.
Delete a Lead
ActionIn Make“Deletes a lead.”
Delete a Lead permanently removes a lead, keeping the pipeline free of spam entries and of the test data your scenarios created.
Deal
5 modulesYou can watch, create, update, retrieve, search, and delete the deals using the following modules.
Search Deals
SearchIn Make“Searches for deals selected by the filter specified as the parameter.”
Search Deals queries your Bitrix24 pipeline with a filter and returns every deal that matches, ready for a report or a grouped follow-up.
Get a Deal
ActionIn Make“Returns a deal by the specified deal ID.”
Get a Deal pulls the current state of one deal from Bitrix24 by its ID, useful when another step only holds the reference.
Create a Deal
ActionIn Make“Creates a new deal.”
Create a Deal opens a new opportunity in Bitrix24 from an event elsewhere, so a quote request or an order becomes pipeline without manual entry.
Update a Deal
ActionIn Make“Updates an existing deal.”
Update a Deal changes an existing deal with values mapped from another app, so a payment or a signature moves the deal without anyone clicking in Bitrix24.
Delete a Deal
ActionIn Make“Deletes a deal.”
Delete a Deal takes a deal out of Bitrix24 entirely, for example the test opportunities left behind while you were building scenarios.
Invoice
4 modulesYou can watch, create, search, retrieve, and delete the invoices from the following modules.
Search Invoices
SearchIn Make“Searches for invoices selected by the filter specified as the parameter.”
Search Invoices finds the Bitrix24 invoices that meet your filter and hands them to the scenario one by one, a quick base for payment follow-ups.
Get an Invoice
ActionIn Make“Return an invoice by the specific invoice ID.”
Get an Invoice returns one invoice from Bitrix24 through its ID, so you can pass its details to accounting or to the customer.
Create an Invoice
ActionIn Make“Creates a new invoice”
Create an Invoice issues a new invoice in Bitrix24 from the data in your scenario, so an order recorded elsewhere does not get typed twice.
Delete an Invoice
ActionIn Make“Deletes an invoice.”
Delete an Invoice removes an invoice from Bitrix24, mostly to clean up the test invoices a scenario created while you were building it.
Task
6 modulesYou can watch, create, update, search, retrieve, and delete the task using the followig modules.
Search Tasks
SearchIn Make“Searches for tasks selected by the filter specified as the parameter.”
Search Tasks lists the Bitrix24 tasks that match your filter, giving you a batch to report on or to chase.
Get a Task
ActionIn Make“Returns a task by the specific task ID.”
Get a Task reads one task from Bitrix24 by its ID and hands its current content to the next module.
Create a Task
ActionIn Make“Creates a new task.”
Create a Task assigns work in Bitrix24 from any event the scenario receives, so nothing depends on someone remembering to open the CRM.
Update a Task
ActionIn Make“Updates an existing task.”
Update a Task edits an existing Bitrix24 task with values from another module, keeping the task board in line with what happens outside it.
Delete a Task
ActionIn Make“Deletes a task.”
Delete a Task wipes a task from Bitrix24, for instance the tasks a scenario generated for a deal that was later cancelled.
Add a Checklist to a Task
ActionIn Make“Adds a checklist to an existing task.”
Add a Checklist to a Task attaches a checklist to a task that already exists, so the person in charge sees every step to tick off.
Others
1 moduleYou can call APIs using the following module.
Make an API Call
ActionIn Make“Performs an arbitrary authorized API call.”
Make an API Call reaches any endpoint of the Bitrix24 API with the connection you already set up, covering what the listed modules leave out.
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