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How to connect Bitrix24 and Vitally
Create a New Scenario to Connect Bitrix24 and Vitally
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 Vitally will be your first step. To do this, click "Choose an app," find Bitrix24 or Vitally, 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 Vitally Node
Next, click the plus (+) icon on the Bitrix24 node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
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Authenticate Vitally
Now, click the Vitally node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Vitally settings. Authentication allows you to use Vitally through Latenode.
Configure the Bitrix24 and Vitally 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 Vitally 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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Vitally
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Bitrix24, Vitally, 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 Vitally integration works as expected. Depending on your setup, data should flow between Bitrix24 and Vitally (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 Vitally
Bitrix24 + Vitally + Slack: When a deal is closed in Bitrix24, the corresponding customer data is updated in Vitally. Then, a notification is sent to a designated Slack channel to announce the closed deal and the updated customer information.
Vitally + Bitrix24 + Google Sheets: When a new user is created in Vitally, the user's information is synced to Bitrix24 as a new lead. Additionally, key metrics related to the new user are logged in a Google Sheet for reporting purposes.
Bitrix24 and Vitally 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 Vitally
Use Vitally in Latenode to centralize customer success data and automate actions based on health scores. Sync data, trigger alerts for at-risk users, and personalize support workflows, all within Latenode's visual editor. Combine Vitally's insights with other tools for smarter, automated customer lifecycle management.
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FAQ Bitrix24 and Vitally
How can I connect my Bitrix24 account to Vitally using Latenode?
To connect your Bitrix24 account to Vitally 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 Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Vitally updates from new Bitrix24 deals?
Yes, you can! Latenode allows you to automatically update Vitally whenever a new deal is created in Bitrix24, ensuring your customer data stays perfectly synchronized.
What types of tasks can I perform by integrating Bitrix24 with Vitally?
Integrating Bitrix24 with Vitally allows you to perform various tasks, including:
- Automatically updating Vitally user segments based on Bitrix24 deal stages.
- Creating Vitally activities when new leads are created in Bitrix24.
- Syncing contact information between Bitrix24 and Vitally in real-time.
- Triggering personalized email campaigns in Vitally from Bitrix24 events.
- Calculating customer lifetime value by combining data from both platforms.
How secure is my Bitrix24 data when using Latenode?
Latenode uses industry-standard security protocols, including encryption, to protect your Bitrix24 data during integration and workflow execution.
Are there any limitations to the Bitrix24 and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript coding.
- Very high-volume data sync can impact performance.
- Some advanced Vitally features may not have direct integration blocks.
