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How to connect Bitrix24 and AI Agent
Create a New Scenario to Connect Bitrix24 and AI Agent
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Bitrix24, triggered by another scenario, or executed manually (for testing purposes). In most cases, Bitrix24 or AI Agent will be your first step. To do this, click "Choose an app," find Bitrix24 or AI Agent, and select the appropriate trigger to start the scenario.
Add the Bitrix24 Node
Select the Bitrix24 node from the app selection panel on the right.
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Configure the Bitrix24
Click on the Bitrix24 node to configure it. You can modify the Bitrix24 URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the AI Agent Node
Next, click the plus (+) icon on the Bitrix24 node, select AI Agent from the list of available apps, and choose the action you need from the list of nodes within AI Agent.
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AI Agent
Authenticate AI Agent
Now, click the AI Agent node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your AI Agent settings. Authentication allows you to use AI Agent through Latenode.
Configure the Bitrix24 and AI Agent Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Bitrix24 and AI Agent Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Bitrix24, AI Agent, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Bitrix24 and AI Agent integration works as expected. Depending on your setup, data should flow between Bitrix24 and AI Agent (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Bitrix24 and AI Agent
Bitrix24 + AI Agent + Slack: When a new lead is created in Bitrix24, its details are sent to an AI Agent for summarization. The summary is then posted to a designated Slack channel.
AI Agent + Bitrix24 + Google Sheets: AI Agent analyzes customer feedback and then updates sentiment scores in Bitrix24. The analyzed feedback and updated scores are then logged into a Google Sheet.
Bitrix24 and AI Agent integration alternatives
About Bitrix24
Automate Bitrix24 tasks in Latenode: update deals, manage contacts, and track tasks without manual work. Connect Bitrix24 CRM data to other apps, like email or spreadsheets, for streamlined workflows. Latenode’s visual editor and flexible code options make complex Bitrix24 automation simple and scalable, avoiding per-step fees.
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About AI Agent
Use AI Agent in Latenode to automate content creation, data analysis, or customer support. Configure agents with prompts, then integrate them into workflows. Unlike standalone solutions, Latenode lets you connect AI to any app, scale automatically, and customize with code where needed.
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FAQ Bitrix24 and AI Agent
How can I connect my Bitrix24 account to AI Agent using Latenode?
To connect your Bitrix24 account to AI Agent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Bitrix24 and click on "Connect".
- Authenticate your Bitrix24 and AI Agent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I analyze Bitrix24 leads using AI Agent for qualification?
Yes, you can! Latenode allows you to automatically send Bitrix24 lead data to AI Agent for instant analysis, improving lead qualification accuracy & saving sales time.
What types of tasks can I perform by integrating Bitrix24 with AI Agent?
Integrating Bitrix24 with AI Agent allows you to perform various tasks, including:
- Automatically summarizing customer interactions logged in Bitrix24 using AI.
- Generating personalized email responses to Bitrix24 leads using AI.
- Analyzing customer sentiment from Bitrix24 chat logs via AI Agent.
- Using AI to enrich Bitrix24 contact profiles with publicly available data.
- Automating task creation in Bitrix24 based on AI Agent's analysis.
Can I use custom JavaScript code to transform Bitrix24 data?
Yes, Latenode allows you to use JavaScript code to transform data between Bitrix24 and other applications for advanced workflow logic.
Are there any limitations to the Bitrix24 and AI Agent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by the Bitrix24 API may affect high-volume workflows.
- AI Agent's processing capacity can impact the speed of certain automated tasks.
- Complex data transformations may require advanced JavaScript knowledge.
