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Enrich Vitally customer health scores with Bitrix24 sales data. Latenode's visual editor makes it easy to blend CRM and customer success metrics. Customize further with JavaScript to create unique formulas and scale affordably.
Connect Bitrix24 and Vitally in minutes with Latenode.
Create Bitrix24 to Vitally workflow
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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.
Bitrix24
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.
Bitrix24
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Vitally
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:
JavaScript
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AI Anthropic Claude 3
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Vitally
Trigger on Webhook
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Bitrix24
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Iterator
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Webhook response
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.
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.
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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How can I connect my Bitrix24 account to Vitally using Latenode?
To connect your Bitrix24 account to Vitally on Latenode, follow these steps:
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:
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: