Get notified in Slack when a new deal matching specific conditions is created in Bitrix24

■Overview

When a new deal is created in Bitrix24, are you still manually posting updates to Slack to keep stakeholders informed? This process is not only time-consuming but can also lead to missed business opportunities when notifications are overlooked. With this workflow, you can connect Bitrix24 and Slack to automatically send a Slack notification whenever a deal that meets specific conditions is created. Share information quickly and accurately, and keep your team aligned.

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■Who Is This Template For?

• Sales professionals who manually share Bitrix24 deal information in Slack and want to reduce the effort involved
• Managers who use Bitrix24 and Slack and want to improve the speed and accuracy of information sharing across their team
• Anyone who wants to automate routine notifications and focus on more important core tasks

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■Benefits of This Template

• Automatically send a Slack notification when a specific deal is created in Bitrix24, reducing the time spent sharing information manually
• Prevent human errors such as missed notifications and incorrect information caused by manual communication, ensuring reliable information sharing

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■Flow Bot Steps

1. First, connect Bitrix24 and Slack with Yoom
2. Next, select Bitrix24 as the trigger and set the “New Deal” action
3. Then, set up a “Branch” operation so that subsequent actions run only when specific conditions are met
4. Finally, set up Slack’s “Send a message to a channel” action as an operation to notify the designated channel of the deal information

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

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■Customization Options

• Set any conditions for which deals should trigger notifications based on the deal information received from Bitrix24. For example, you can send notifications only for deals above a specific amount or deals assigned to specific users
• Set any channel ID as the destination for Slack notifications. Configure it based on your needs, such as a sales team channel or a dedicated channel for deal management

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■Notes

• Connect both Bitrix24 and Slack with 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, operations configured in the flow bot 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.