Create a task in Wrike when a new deal matching specific conditions is created in Bitrix24

■Overview

Are you spending too much time manually transferring deal information managed in Bitrix24 to Wrike, your project management tool? While this work is essential for sharing important information, it also carries the risk of input errors and missed follow-ups. With this workflow, you can connect Bitrix24 and Wrike to automatically create a task in Wrike whenever a new deal matching specific conditions is created. Automate routine task creation and streamline deal management.

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■Who Is This Template For?

• Sales representatives who manage deals won in Bitrix24 as tasks in Wrike
• Teams experiencing challenges with information sharing between sales and production or development teams that use Bitrix24 and Wrike together
• Project managers who want to eliminate manual task creation and improve collaboration between teams

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■Benefits of This Template

• When a deal matching the specified conditions is created in Bitrix24, a task is automatically created in Wrike, reducing the time spent manually transferring information
• By eliminating manual data entry, you can prevent human errors such as missed task creation and incorrect deal information transfers

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■Flowbot Steps

1. First, connect Bitrix24 and Wrike to Yoom
2. Next, select Bitrix24 as the trigger and set the “When a new deal is created” action
3. Then, configure branching in the operation settings so that the workflow proceeds only when specific conditions are met
4. Finally, set the Wrike “Create a task” action in the operation settings to create a task based on the deal information retrieved from Bitrix24

* “Trigger”: An action that initiates the flow. “Operation”: An action that processes data within the flow after the trigger runs

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■Customization Options for This Workflow

• With the branching feature, you can define custom conditions for creating tasks based on information retrieved from Bitrix24, such as the deal amount, assignee, and status
• When creating a task in Wrike, you can specify the destination folder by ID. This allows you to route tasks to the appropriate project folder based on the type of deal

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■Important 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.
• Branching is an operation available on the Mini plan and above. On the Free plan, the configured Flowbot operation 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.