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How to connect Bitrix24 and Youform
Create a New Scenario to Connect Bitrix24 and Youform
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 Youform will be your first step. To do this, click "Choose an app," find Bitrix24 or Youform, 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 Youform Node
Next, click the plus (+) icon on the Bitrix24 node, select Youform from the list of available apps, and choose the action you need from the list of nodes within Youform.
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Authenticate Youform
Now, click the Youform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Youform settings. Authentication allows you to use Youform through Latenode.
Configure the Bitrix24 and Youform 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 Youform 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, Youform, 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 Youform integration works as expected. Depending on your setup, data should flow between Bitrix24 and Youform (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 Youform
Youform + Bitrix24 + Slack: When a new form submission is received in Youform, a new lead is created in Bitrix24. The sales team is then notified via a public channel message in Slack.
Bitrix24 + Youform + Google Sheets: When a deal in Bitrix24 is updated, a survey is triggered in Youform. The survey responses are then saved to a Google Sheet.
Bitrix24 and Youform 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 Youform
Use Youform in Latenode to capture data and kick off automated processes. Create forms, then automatically trigger workflows to process submissions, update databases, and send notifications. Extend Youform with JavaScript code inside Latenode for custom validation and complex logic. Scale form-driven automation without vendor lock-in.
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FAQ Bitrix24 and Youform
How can I connect my Bitrix24 account to Youform using Latenode?
To connect your Bitrix24 account to Youform 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 Youform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Bitrix24 leads from Youform submissions?
Yes, you can! Latenode lets you map Youform data directly to Bitrix24, ensuring your leads are always up-to-date, saving time and improving data accuracy.
What types of tasks can I perform by integrating Bitrix24 with Youform?
Integrating Bitrix24 with Youform allows you to perform various tasks, including:
- Create new Bitrix24 leads from every submitted Youform form.
- Update existing Bitrix24 contacts with new Youform entry data.
- Send automated email notifications via Bitrix24 on form submissions.
- Generate Bitrix24 tasks based on specific Youform answers.
- Log Youform submissions as activities within Bitrix24 CRM.
Can I use custom JavaScript code to transform data for Bitrix24?
Yes! Latenode allows you to use JavaScript to manipulate data before it reaches Bitrix24, enabling complex transformations and data enrichment.
Are there any limitations to the Bitrix24 and Youform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require JavaScript knowledge.
- Rate limits of both Bitrix24 and Youform APIs apply.
- File size limits from Youform may affect Bitrix24 uploads.
