Bitrix24 CRM + BrightPlans

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 PDF
Triggers when new treatment plan PDF is created.
TriggerInstant
automatically do this!
Quote Action
Quote create or update action.
ActionWrite

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Supported triggers and actions

New PDF
Triggers when new treatment plan PDF is created.
Trigger
Instant
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- EventRequired
Trigger
Instant
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- EventRequired
Trigger
Instant
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- EventRequired
- Entity Type IdRequired
Trigger
Instant
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Task Trigger (Delete)
Fires when a task is deleted.
Trigger
Instant
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- Author IDRequired
- Blogpost TitleRequired
- MessageRequired
Action
Write
- Autoload fields
- ActionRequired
Action
Write

- Autoload fields
- ActionRequired
Action
Write
- Autoload fields
- ActionRequired
Action
Write
- Task TitleRequired
- Responsible User IDRequired
- 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 filterRequired
Action
Search
- Select field names to filterRequired
Action
Search
- Select field names to filterRequired
Action
Search

- EventRequired
Trigger
Instant
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- EventRequired
Trigger
Instant
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- EventRequired
Trigger
Instant
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Task Trigger (Add)
Fires when a new task is added.
Trigger
Instant
Try It
Task Trigger (Update)
Fires when a task is updated.
Trigger
Instant
Try It
- Autoload fields
- ActionRequired
Action
Write
- Autoload fields
- ActionRequired
Action
Write
- User IDRequired
- MessageRequired
- TypeRequired
Action
Write
- Autoload fields
- ActionRequired
- Entity Type IdRequired
Action
Write
- Task IDRequired
- 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 filterRequired
Action
Search
- Select field names to filterRequired
Action
Search
- Entity Type IdRequired
- Select field names to filterRequired
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.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About BrightPlans

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

Related categories

Proposal & Invoice Management

Bitrix24 CRM + BrightPlans

Create new Bitrix24 CRM quote actions from new pdfs in BrightPlans

Supported triggers and actions

New PDF

Contact Trigger

Lead Trigger

Smart-Process Trigger

Task Trigger (Delete)

Create Blogpost

Contact Action

Lead Action

Quote Action

Create Task

Company Search

Deal Search

Quote Search

Company Trigger

Deal Trigger

Quote Trigger

Task Trigger (Add)

Task Trigger (Update)

Company Action

Deal Action

Create Message

Smart-Process Action

Update Task

Contact Search

Lead Search

Smart-Process Search

About Bitrix24 CRM

Related categories

Similar apps

Zapier Interfaces

About BrightPlans

Related categories