When a deal is created in Bitrix24, create a Google Doc and add text

■Overview

Creating Google Docs manually as templates for reports or proposals every time a new deal is created in Bitrix24 can be a time-consuming task. Besides taking time, this repetitive work can also lead to human errors, such as mistakes when transferring information. This workflow automatically creates a Google Docs file whenever a new deal is created in Bitrix24, helping you streamline the integration between Bitrix24 and Google Docs.

■Who This Template Is For

• Sales professionals who manage deals in Bitrix24 and create documents in Google Docs
• Anyone who finds transferring information between Bitrix24 and Google Docs time-consuming or redundant
• Anyone looking to automate document creation when new deals arise and accelerate the start of their sales activities

■Benefits of Using This Template

• Google Docs files are created automatically when a deal is registered in Bitrix24, reducing the time spent creating documents manually
• Eliminate manual copy-and-paste tasks to help prevent human errors, such as incorrect deal information and missing entries

■Flowbot Steps

1. First, connect Bitrix24 and Google Docs to Yoom
2. Next, select Bitrix24 as the trigger and set the “New Deal” action
3. Then, set the Google Docs “Create a new document” action as an operation
4. Finally, set the Google Docs “Add text at the end of the document” action as another operation and add the required information

■Customization Options

• Set the document title when creating a document in Google Docs. You can also include dynamic information, such as the deal name retrieved by the Bitrix24 trigger
• With the action for adding text to Google Docs, you can freely customize the body content. Combine customer information, the assignee’s name, and other details retrieved from Bitrix24 to use it as a meeting minutes or proposal template

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

• ‍‍Connect both Bitrix24 and Google Docs 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 take note of this.