Bitrix24 integration
Bitrix24 connected to Kallina through the workflow builder
The connection with Bitrix24 is not a button with fixed rules. It is built as a workflow: an event in Bitrix24 starts the steps in Kallina, and the steps can read or write anything that the Bitrix24 API allows. It is more flexible and requires a little initial configuration.
How it works
- The app in Bitrix24
- A local app is registered in your portal. Its access details are entered in the Bitrix24 node in the builder.
- Authorisation
- A portal administrator approves access. Kallina keeps the authorisation and uses it at each step of the workflow.
- Event address
- Kallina gives you an address that you place in Bitrix24, so that the selected events reach your workflows.
- Who does it
- At project start, we configure it together with your Bitrix24 administrator.
Events that can start a workflow
| Object | Events |
|---|---|
| Leads | Added, modified, deleted |
| Deals | Added, modified, deleted |
| Contacts | Added, modified, deleted |
| Companies | Added, modified, deleted |
| Activities | Added, modified |
| Tasks | Added, modified, deleted |
What a Bitrix24 step can do in a flow
Any method from the API
The step sends a Bitrix24 REST API method with its parameters: creating a lead, updating a deal, adding a comment.
Call data into fields
The summary and the fields extracted by the agent can be put into your fields, if the flow is built to write them.
Branches
The conditions in the builder decide what happens next, for example only for leads from a specific source.
Frequently asked questions
Does the call result reach Bitrix24 automatically?
Only if the flow has a step that writes it. There is no separate automatic sync for Bitrix24, as there is for amoCRM.
Does the agent call a new lead from Bitrix24 on its own?
The “lead added” event can start a flow. What the flow does next is set during configuration; we check at the demo that the call step fits your case.
Does the agent read data from Bitrix24 during the conversation?
Not through this integration. For data during the call, the agent can use a webhook that queries your system.
Does it work with Bitrix24 in the cloud and with the version installed on your servers?
The connection uses your portal address and its REST API. For the version installed on your server, we check access before the offer.
Tell us what needs to happen in Bitrix24
We start from your event and draw the flow at the demo.