Send a Slack notification when a deal is created in Bitrix24
Launch this workflow to connect
Bitrix24 &
Slack
!
■Overview
When sharing deal information managed in Bitrix24 with your team, do you ever find manual notifications time-consuming or worry about missing important updates? This workflow automatically sends the information to Slack whenever a new deal is registered in Bitrix24. Use the Bitrix24 API integration to build a fast and reliable information-sharing process and accelerate your sales activities.
■Who This Template Is For
- Anyone who wants to quickly share Bitrix24 deal information with their team via Slack
- Anyone who wants to eliminate missed communications and the effort of sending manual notifications
- Anyone who wants to improve operational efficiency using the Bitrix24 API without specialized knowledge
■Benefits of Using This Template
- Automatically send Slack notifications when a new deal is registered in Bitrix24, reducing the time and effort required to share information.
- Because notifications are sent automatically, you can prevent human errors such as missed or delayed communications and ensure reliable information sharing.
■How the Flowbot Works
- First, connect Bitrix24 and Slack to Yoom.
- Next, select Bitrix24 as the trigger and set the “New Deal” action.
- Finally, set Slack’s “Send a message to a channel” action as the operation to notify any channel with the deal information retrieved from Bitrix24.
※ “Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization Options
- In the operation for sending a message to Slack, you can set any channel as the destination. Specify a channel based on your needs, such as one for the entire sales team or a specific deal.
- Customize the notification message freely using the deal information retrieved by the trigger or fixed text.
■Notes
- Connect both Bitrix24 and Slack to Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest available trigger interval varies by plan.
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Bitrix24
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About the apps you use
Bitrix24
Yoom allows you to integrate with Bitrix24's API without any code, enabling you to automate operations in Bitrix24 via the API. For example, you can connect lead and contact information registered in Bitrix24 with marketing tools like Mailchimp or HubSpot, or automatically create contracts and quotes based on Bitrix24 information and send them to customers.
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Slack
Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.
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No-Code API Actions
Executable API actions
Flowbot triggers
Flowbot operations
Flowbot triggers
Flowbot operations
Flowbot triggers
Flowbot operations
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