Create a GitHub issue when a deal is created in Bitrix24

■Overview

When manually transferring deal information managed in Bitrix24 to GitHub, used by your development team, do you find the process time-consuming or worry about missed information? This workflow automates the integration between Bitrix24 and GitHub, automatically creating an Issue in GitHub whenever a new Deal is created in Bitrix24. This streamlines information sharing between sales and development while reducing manual errors and workload.

■Who should use this template

• Sales representatives who manually create GitHub Issues based on deal information in Bitrix24
• Development teams looking to automate the Bitrix24-GitHub integration and streamline information sharing with the sales team
• Managers who want to optimize the request process from sales to development and accelerate project progress

■Benefits of using this template

• When a Deal is created in Bitrix24, an Issue is automatically created in GitHub, reducing the time previously spent manually transferring information and communicating details
• Prevent human errors such as data entry mistakes and missed information sharing, ensuring accurate communication between sales and development

■Flowbot steps

1. First, connect Bitrix24 and GitHub to Yoom
2. Next, select Bitrix24 as the trigger and set the action to “When a new Deal is created”
3. Finally, set the GitHub “Create an Issue” action in the operation and configure it to create an Issue based on the Deal information retrieved from Bitrix24

※ “Trigger”: An action that starts the flow. “Operation”: An action that processes information within the flow after the trigger starts

■Customization options

• Customize the title and body content when creating an Issue in GitHub. You can dynamically include the Deal name, details, and other information from Bitrix24
• You can also configure the Assignee and labels for the Issue. Adjust the settings to match your workflow, such as assigning a specific person by default or adding labels based on specific conditions

■Notes

• ‍‍Connect Bitrix24 and GitHub to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• The shortest available trigger interval varies by plan. Please note this when configuring your workflow.