Bitrix24 CRM + tl;dv

Bitrix24 CRM + tl;dv integrations

Create deal actions in Bitrix24 CRM when new notes are added in tl;dv

Ensure every note added in tl;dv is instantly recorded as a Deal Action in your Bitrix24 CRM through this effective workflow. It streamlines information transfer between the apps, guaranteeing you don't miss crucial data from your notes. This automation helps in saving valuable time and significantly improves the accuracy of your data, reducing manual input to a minimum.

When this happens...
Note AddedTriggers when a new note has been added or generated.
TriggerInstant
automatically do this!
Deal ActionDeal create or update action.
ActionWrite

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More things you can do with tl;dv and Bitrix24 CRM

Discover other triggers and actions you can use with tl;dv and Bitrix24 CRM

- Note tags
Trigger
Instant
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Transcript Added
Triggers when a new transcript is created.
Trigger
Instant
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- Event
  Required
Trigger
Instant
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- Event
  Required
Trigger
Instant
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- Event
  Required
Trigger
Instant
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Task Trigger (Add)
Fires when a new task is added.
Trigger
Instant
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Task Trigger (Update)
Fires when a task is updated.
Trigger
Instant
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- Autoload fields
- Action
  Required
Action
Write
- Autoload fields
- Action
  Required
Action
Write
- User ID
  Required
- Message
  Required
- Type
  Required
Action
Write
- Autoload fields
- Action
  Required
- Entity Type Id
  Required
Action
Write
- Task ID
  Required
- Task Title
- Responsible User ID
- Created By
- Task Deadline
- Task Description
- Start Date Plan
- End Date Plan
- Priority
- Accomplices
- Auditors
- Tags
- Allow change deadline
- Task Control
- Parent ID
- Depends On
- Group ID
- Time estimate
- Decline reason
- Status
- Duration Plan
- Duration Type
- Mark
- Allow time tracking
- Add in Report
- Site ID
- Match Work Time
- Associated company
- Associated contact
Action
Write
- Select field names to filter
  Required
Action
Search
- Select field names to filter
  Required
Action
Search
- Entity Type Id
  Required
- Select field names to filter
  Required
Action
Search

Recording Added
Triggers when a new recording is created.
Trigger
Instant
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- Recording name
  Required
- Recording file or recording download URL
  Required
Action
Write
- Event
  Required
Trigger
Instant
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- Event
  Required
Trigger
Instant
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- Event
  Required
- Entity Type Id
  Required
Trigger
Instant
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Task Trigger (Delete)
Fires when a task is deleted.
Trigger
Instant
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- Author ID
  Required
- Blogpost Title
  Required
- Message
  Required
Action
Write
- Autoload fields
- Action
  Required
Action
Write
- Autoload fields
- Action
  Required
Action
Write
- Autoload fields
- Action
  Required
Action
Write
- Task Title
  Required
- Responsible User ID
  Required
- Created By
- Task Deadline
- Task Description
- Start Date Plan
- End Date Plan
- Priority
- Accomplices
- Auditors
- Tags
- Allow change deadline
- Task Control
- Parent ID
- Depends On
- Group ID
- Time estimate
- Decline reason
- Status
- Duration Plan
- Duration Type
- Mark
- Allow time tracking
- Add in Report
- Site ID
- Match Work Time
- Associated company
- Associated contact
Action
Write
- Select field names to filter
  Required
Action
Search
- Select field names to filter
  Required
Action
Search
- Select field names to filter
  Required
Action
Search

About Bitrix24 CRM

Bitrix24 is a free CRM, project management and collaboration platform used by 10 million teams and available in 18 different languages.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About tl;dv

tl;dv is an AI meeting note taker that let's you record, transcribe, and summarize your Google Meet and Zoom meetings

Learn moreLearn moreHelpHelp

Related categories

AI Meeting Assistants

Related Zap Templates

Create new Bitrix24 CRM actions whenever notes are added in tl;dv

Manage new tl;dv transcripts by generating deal actions in Bitrix24 CRM

Create contact actions in Bitrix24 CRM when new notes are added in tl;dv