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How to connect Bitrix24 and Grist
Create a New Scenario to Connect Bitrix24 and Grist
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 Grist will be your first step. To do this, click "Choose an app," find Bitrix24 or Grist, 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 Grist Node
Next, click the plus (+) icon on the Bitrix24 node, select Grist from the list of available apps, and choose the action you need from the list of nodes within Grist.
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Authenticate Grist
Now, click the Grist node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Grist settings. Authentication allows you to use Grist through Latenode.
Configure the Bitrix24 and Grist 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 Grist 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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Grist
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Bitrix24, Grist, 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 Grist integration works as expected. Depending on your setup, data should flow between Bitrix24 and Grist (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 Grist
Bitrix24 + Grist + Slack: When a new lead is created in Bitrix24, the lead details are added as a new record in Grist. Then, a notification is sent to a Slack channel to inform the sales team about the new lead.
Grist + Bitrix24 + Google Sheets: When a record is created or updated in Grist, a new deal is created in Bitrix24 with the record details. After creating the deal, a row is added to a Google Sheet to log the deal information.
Bitrix24 and Grist 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 Grist
Use Grist in Latenode to build custom data dashboards and manage complex data sets within your automation workflows. Trigger flows based on Grist updates, or write data back to Grist after processing. Add custom logic with JavaScript and scale without per-step fees, creating powerful data-driven automations.
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FAQ Bitrix24 and Grist
How can I connect my Bitrix24 account to Grist using Latenode?
To connect your Bitrix24 account to Grist 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 Grist accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Bitrix24 leads into Grist?
Yes, with Latenode you can automatically sync new Bitrix24 leads to Grist. This ensures real-time data visibility, enhancing reporting and lead management within Grist. Use no-code blocks or custom JavaScript steps.
What types of tasks can I perform by integrating Bitrix24 with Grist?
Integrating Bitrix24 with Grist allows you to perform various tasks, including:
- Automatically create Grist records from new Bitrix24 deals.
- Update contact information in Grist based on Bitrix24 activity.
- Generate reports in Grist using Bitrix24 sales data.
- Trigger Bitrix24 tasks when Grist records are modified.
- Synchronize product catalogs between Bitrix24 and Grist.
Can I use JavaScript to transform data between Bitrix24 and Grist?
Yes, Latenode allows you to use JavaScript code to transform data, ensuring compatibility between Bitrix24 and Grist, which allows for complex data adjustments.
Are there any limitations to the Bitrix24 and Grist integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data migration may require manual configuration depending on data volume.
- Complex custom fields in Bitrix24 may need custom JavaScript mapping.
- Grist API rate limits apply, especially with high-frequency data syncs.
