An automated workflow using integromat
Connects Bitrix24 + Google Sheets
Log new Bitrix24 invoices into Google Sheets
About this workflow template
This automation scenario allows you to connect Bitrix24 and Google Sheets
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Bitrix24 and Google Sheets can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Bitrix24
Watch Invoices in Bitrix24
Triggers when the specified event occurs on invoices.
Then this action happens in Google Sheets
Add a Row in Google Sheets
Appends a new row to the bottom of the table.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Log new Bitrix24 invoices into Google Sheets.
Part I
Configure Applications
First, we need to connect Bitrix24 and Google Sheets to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Bitrix24 to Make.com.
Give Make.com access to your Bitrix24 account, using Bitrix24 credentials.
Connect Google Sheets to Make.com.
Give Make.com access to your Google Sheets account, using Google Sheets credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Bitrix24
Choose the following trigger: Watch Invoices (Triggers when the specified event occurs on invoices.).
Then set up an Action for Google Sheets
Choose this action: Add a Row (Appends a new row to the bottom of the table.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Bitrix24 and Google Sheets.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Log new Bitrix24 invoices into Google Sheets!
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Apps you need
Bitrix24 is an all-in-one collaboration and project management tool, offering CRM, messaging, tasking, time management, and more. Used by millions of businesses worldwide and available in 18 languages.
Google Sheets
Online spreadsheets for personal use and collaboration, part of Google Drive
Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
