List, read, create, update and delete Bitrix24 CRM leads, deals, contacts, companies and smart process items through an inbound webhook.
Explore 5 workflow actions for Bitrix24, including account permissions and operation limits.
2 read actions3 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Add CRM item
Write
Create a lead, deal, contact, company or smart process item.
Permissions and limits
Account permissions
An inbound webhook with the crm scope, acting as its user
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete CRM item
Write
Delete a CRM item.
Permissions and limits
Account permissions
An inbound webhook with the crm scope, acting as its user
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get CRM item
Read
Read one CRM item.
Permissions and limits
Account permissions
An inbound webhook with the crm scope, acting as its user
List CRM items
Read
Read a page of 50 leads, deals, contacts, companies or smart process items, filtered and ordered.
Permissions and limits
Account permissions
An inbound webhook with the crm scope, acting as its user
Update CRM item
Write
Change only the given fields of a CRM item.
Permissions and limits
Account permissions
An inbound webhook with the crm scope, acting as its user
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Bitrix24. A saved workflow is not a completed provider action.