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How to connect Bitrix24 and Wealthbox
Create a New Scenario to Connect Bitrix24 and Wealthbox
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 Wealthbox will be your first step. To do this, click "Choose an app," find Bitrix24 or Wealthbox, 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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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 Wealthbox Node
Next, click the plus (+) icon on the Bitrix24 node, select Wealthbox from the list of available apps, and choose the action you need from the list of nodes within Wealthbox.
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Wealthbox
Authenticate Wealthbox
Now, click the Wealthbox node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Wealthbox settings. Authentication allows you to use Wealthbox through Latenode.
Configure the Bitrix24 and Wealthbox 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 Wealthbox 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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Wealthbox
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Bitrix24, Wealthbox, 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 Wealthbox integration works as expected. Depending on your setup, data should flow between Bitrix24 and Wealthbox (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 Wealthbox
Bitrix24 + Wealthbox + Google Sheets: When a new deal is created in Bitrix24 or a new project is created in Wealthbox, the details are added as a new row in a Google Sheet for consolidated reporting.
Wealthbox + Bitrix24 + Slack: When a new contact is created in Wealthbox or Bitrix24, a notification is sent to a designated Slack channel to alert the sales team.
Bitrix24 and Wealthbox 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 Wealthbox
Automate Wealthbox tasks inside Latenode to streamline financial workflows. Create clients, manage opportunities, or trigger actions based on CRM data. Connect Wealthbox to other apps and add custom logic using Latenode’s visual editor and code functions for seamless automation without manual steps.
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See how Latenode works
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FAQ Bitrix24 and Wealthbox
How can I connect my Bitrix24 account to Wealthbox using Latenode?
To connect your Bitrix24 account to Wealthbox 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 Wealthbox accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Bitrix24 leads to Wealthbox?
Yes, you can! Latenode automates lead creation in Wealthbox from Bitrix24, eliminating manual entry. Leverage Latenode's AI tools to enrich lead data for improved targeting.
What types of tasks can I perform by integrating Bitrix24 with Wealthbox?
Integrating Bitrix24 with Wealthbox allows you to perform various tasks, including:
- Automatically create Wealthbox contacts from new Bitrix24 leads.
- Sync deal stages between Bitrix24 and Wealthbox in real-time.
- Create tasks in Wealthbox when a new deal is created in Bitrix24.
- Update contact information in Wealthbox when it changes in Bitrix24.
- Trigger custom notifications in Bitrix24 based on Wealthbox events.
How secure is my Bitrix24 data when using Latenode integrations?
Latenode uses industry-standard encryption and secure authentication protocols to protect your data during transit and storage.
Are there any limitations to the Bitrix24 and Wealthbox integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data migration may require manual setup outside of Latenode.
- Complex, highly customized fields might need JavaScript-based transformations.
- Rate limits of Bitrix24 and Wealthbox APIs can affect high-volume automations.
