When Update Contact is detected in Bitrix24, extract text and create an event in Google Calendar

■Overview

Do you find it time-consuming to manually add appointments to Google Calendar whenever customer information managed in Bitrix24 is updated? Transferring information manually not only takes time but can also lead to human errors such as incorrect entries and missed registrations. By using this workflow, you can trigger the process when a Bitrix24 contact is updated and automatically create an event in Google Calendar, helping streamline these routine tasks.

■Who is this template for?

• Those who manage customers in Bitrix24 and schedules in Google Calendar
• Those who spend too much time and effort transferring information between Bitrix24 and Google Calendar
• Those who want to eliminate errors and omissions when manually registering appointments and improve operational accuracy

■Benefits of using this template

• When Bitrix24 contact information is updated, an event is automatically created in Google Calendar, reducing the time spent on manual work.
• Eliminate the risk of manual data entry errors and missed registrations, keeping the information managed in Bitrix24 and Google Calendar consistent.

■How the workflow works

1. First, connect Bitrix24 and Google Calendar to Yoom.
2. Next, select Bitrix24 as the trigger and set the action to “When a contact is updated.”
3. Next, configure a branching operation so that subsequent actions run only when specific conditions are met.
4. Next, configure an AI operation to extract the text needed to create an event from the updated Bitrix24 information.
5. Next, configure the Bitrix24 “Get contact information” action as an operation to retrieve detailed information.
6. Finally, configure the Google Calendar “Create an event” action as an operation and create an event based on the extracted and retrieved information.

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

■Customization options

• In the AI text extraction operation, specify which parts of the Bitrix24 contact information to use and which fields to extract.
• In the Google Calendar event creation operation, combine values retrieved in previous steps with custom text to configure fields such as the event title, description, and date and time.

■Notes

• ‍‍Connect both Bitrix24 and Google Calendar to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies by plan.
• Branching is an operation available on the Mini plan and above. On the Free plan, configured workflow operations that use branching will result in an error.
• Paid plans, including the Mini plan, offer a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.
• See below for how to retrieve VALUE (email address) from Bitrix24’s “Get Contact.”
  https://intercom.help/yoom/en/articles/5404443