Bitrix24 CRM + Plaud

Bitrix24 CRM + Plaud integrations

Create tasks in Bitrix24 CRM when new transcripts & summaries are ready in Plaud

When a transcript and summary become available in the Plaud app, this workflow streamlines your process by directly creating a task in Bitrix24 CRM. It saves you time and effort by ensuring important information is instantly and seamlessly transferred between platforms. This is an effective solution for keeping all your tasks organized and up-to-date in your customer relationship management.

When this happens...
Transcript & Summary ReadyTriggers when an audio file submission for transcription summary, re-transcription, or re-summary is completed.
TriggerInstant
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Create TaskCreate a new task.
ActionWrite

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More things you can do with Plaud and Bitrix24 CRM

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

- Minimum Recording Length (mins)
- Format for Transcript & Summary
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
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Task Trigger (Delete)
Fires when a task is deleted.
Trigger
Instant
Try It

- 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 Plaud

Plaud is an AI voice recorder and transcription tool that enhances productivity by optimizing speech-to-text conversion and summarizing conversations.

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