When a deal is created in Bitrix24, extract the text and create an event in Google Calendar

■Overview

Do you find it time-consuming to manually add events to Google Calendar based on deal information managed in Bitrix24? When handling this task in a busy schedule, input errors and missed registrations can also occur.
This workflow helps solve these challenges by connecting Bitrix24 and Google Calendar. When a new deal is created in Bitrix24, the required text is automatically extracted from the deal information, and an event is created in Google Calendar, helping streamline schedule management.

■Recommended for

• Anyone who manually adds events to Google Calendar based on deal information in Bitrix24
• Anyone who wants to connect Bitrix24 and Google Calendar to prevent missed or delayed event registrations
• Anyone who wants to automate schedule management for sales activities and focus on more important core tasks

■Benefits of using this template

• When a deal is created in Bitrix24, an event is automatically added to Google Calendar, reducing the time spent manually copying and registering information.
• Prevent human errors such as manual entry mistakes and missed event registrations for more reliable schedule management.

■Workflow steps

1. First, connect Bitrix24 and Google Calendar to Yoom.
2. Next, select Bitrix24 as the trigger and set the action to “When a new Deal is created.”
3. Next, set the Bitrix24 “Get Contact information” action as an operation to retrieve the contact information associated with the deal.
4. Next, set the AI feature’s “Extract text” action as an operation to extract the information required to create an event from the deal details.
5. Finally, set the Google Calendar “Create an event” action as an operation to add an event to the calendar based on the extracted information.

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

■Customization options

• For the AI text extraction operation, specify which details you want to extract from the Bitrix24 deal information, such as the meeting date and time or destination.
• When creating an event in Google Calendar, specify how to use the information retrieved and extracted in previous operations in the event title and description.

■Notes

• ‍‍Connect both Bitrix24 and Google Calendar 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.
• When creating a deal in Bitrix24, enter the event start date and time and end date and time in the COMMENTS field.
• For instructions on retrieving CONTACT_ID and COMMENTS from the Bitrix24 “New Deal” action and VALUE (email address) from “Get Contact,” see this article.