Bitrix24 CRM + BrightPlans

Bitrix24 CRM + BrightPlans integrations

Create new Bitrix24 CRM quote actions from new pdfs in BrightPlans

Streamline your workflow between BrightPlans and Bitrix24 CRM with this integration. Each time a new PDF is generated in BrightPlans, an equivalent quote action will occur in Bitrix24 CRM instantly. This automation reduces manual task redundancy, accelerates work processes, and improves your ability to swiftly act on emerging business opportunities.

When this happens...
New PDFTriggers when new treatment plan PDF is created.
TriggerInstant
automatically do this!
Quote ActionQuote create or update action.
ActionWrite

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More things you can do with BrightPlans and Bitrix24 CRM

Discover other triggers and actions you can use with BrightPlans and Bitrix24 CRM

New PDF
Triggers when new treatment plan PDF is created.
Trigger
Instant
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- Event
  Required
Trigger
Instant
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- Event
  Required
Trigger
Instant
Try It
- Event
  Required
- Entity Type Id
  Required
Trigger
Instant
Try It
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

- Event
  Required
Trigger
Instant
Try It
- Event
  Required
Trigger
Instant
Try It
- Event
  Required
Trigger
Instant
Try It
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
Try It
- 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

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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CRM (Customer Relationship Management)

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About BrightPlans

BrightPlans Dental Treatment Planning Software for professional practices and clinics offering large dental treatments.

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Related categories

Proposal & Invoice Management