Create a task in Wrike when a new deal is created in Bitrix24

■Overview

Do you find it time-consuming to manually register related tasks in Wrike whenever a deal managed in Bitrix24 is created?
Manual data transfer can lead to input errors and delayed responses. With this workflow, you can automate the integration between Bitrix24 and Wrike. When a deal is created, a task is automatically created in Wrike, enabling a smooth handoff from sales to operations.

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■Who Should Use This Template

• Anyone who manually registers tasks in Wrike after creating deals in Bitrix24
• Anyone who wants to automate data integration between Wrike and Bitrix24 and streamline information sharing across teams
• Anyone who wants to manage sales opportunities and related tasks together to prevent missed or overlooked work

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■Benefits of Using This Template

• When a new deal is created in Bitrix24, a task is automatically created in Wrike, reducing the time previously spent manually transferring information.
• Because the system automatically transfers information, it helps prevent human errors such as missed task creation and incorrect data entry.

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■Flowbot Steps

1. First, connect Bitrix24 and Wrike to Yoom.
2. Next, select Bitrix24 as the trigger and configure the “New Deal” action.
3. Finally, configure Wrike’s “Create Task” action as an operation so that a task is created based on the Bitrix24 deal information.

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

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■Customization Options

• In the operation for creating a task in Wrike, you can specify the folder where you want to add the task using any ID. For example, you can configure separate task destinations for each project or team.

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■Notes

• Connect both Bitrix24 and Wrike 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.