Bitrix24 + Document360 Integration

Integrate Bitrix24 to Document360 in one click, or tell Integrately AI how you want each deal handled. Create documents, update records, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Bitrix24
    Smart process is created in Bitrix24
  • Bitrix24
    Quote is created in Bitrix24
  • Bitrix24
    Lead is created in Bitrix24
  • Bitrix24
    Lead is updated in Bitrix24
  • Bitrix24
    Lead is created in Bitrix24 Instant
  • Bitrix24
    Lead is updated in Bitrix24 Instant
  • Bitrix24
    Lead is deleted in Bitrix24 Instant
  • Bitrix24
    Deal is created in Bitrix24
  • Bitrix24
    Deal is created in Bitrix24 Instant
  • Bitrix24
    Deal is updated in Bitrix24 Instant
  • Bitrix24
    Deal is deleted in Bitrix24 Instant
  • Bitrix24
    Contact is created in Bitrix24
  • Bitrix24
    Contact is updated in Bitrix24
  • Bitrix24
    Contact is created in Bitrix24 Instant
  • Bitrix24
    Contact is updated in Bitrix24 Instant
  • Bitrix24
    Contact is deleted in Bitrix24 Instant
  • Bitrix24
    Task is created in Bitrix24 Instant
  • Bitrix24
    Task is updated in Bitrix24 Instant
  • Bitrix24
    Task is deleted in Bitrix24 Instant
  • Bitrix24
    Company is updated in Bitrix24 Instant
  • Bitrix24
    Company is deleted in Bitrix24 Instant
  • Bitrix24
    Company is created in Bitrix24 Instant
Arrow Right
2.
  • Bitrix24
    Search contact in Bitrix24
  • Bitrix24
    Update quote in Bitrix24
  • Bitrix24
    Search quote by title in Bitrix24
  • Bitrix24
    Create quote in Bitrix24
  • Bitrix24
    Search lead in Bitrix24
  • Bitrix24
    Create lead in Bitrix24
  • Bitrix24
    Update lead in Bitrix24
  • Bitrix24
    Create contact in Bitrix24
  • Bitrix24
    Update contact in Bitrix24
  • Bitrix24
    Create deal in Bitrix24
  • Bitrix24
    Update deal in Bitrix24
  • Bitrix24
    Get deal by id in Bitrix24
  • Bitrix24
    Search deal in Bitrix24
  • Bitrix24
    Create company in Bitrix24
  • Bitrix24
    Search company in Bitrix24
  • Bitrix24
    Update company in Bitrix24
  • Bitrix24
    Get company by id in Bitrix24
  • Bitrix24
    Search task in Bitrix24
  • Bitrix24
    Get task by id in Bitrix24
  • Bitrix24
    Update task in Bitrix24
  • Bitrix24
    Get lead by id in Bitrix24
  • Bitrix24
    Get contact by id in Bitrix24
  • Bitrix24
    Add comment in Bitrix24
  • Document360
    Create document in Document360
  • Document360
    Search document in Document360
  • Document360
    Update document in Document360

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Ready Workflows Ready Workflows for Bitrix24 + Document360 Integration

Capture new deals, create matching documentation, update records, notify your team, and keep your knowledge base aligned, all in just one click.

Most popular automationmost-popular-automations
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Bitrix24 + Document360 flow

Sync customer data with CRM tools, notify support channels, and manage documentation handoffs across your entire stack. Pick a combination and activate it in one click.

Bitrix24
Document360
+
SlackSlack (8)
+
HubSpotHubSpot (8)
+
GmailGmail (8)
+
Jira Software CloudJira Software Cloud (8)
+
ZendeskZendesk (8)
+
Google DriveGoogle Drive (8)
B
D
S
Add every new Bitrix24 lead as a Document360 document, and notify your sales team instantly in Slack
New Bitrix24 leads immediately generate a Document360 document and alert your sales team in Slack, eliminating manual entry.
B
D
S
Notify your support channel in Slack when a Bitrix24 deal creates a Document360 article
New Bitrix24 deals automatically create Document360 articles and announce the update in Slack.
B
D
S
When a Bitrix24 lead is updated, update the matching Document360 document and post the update in Slack
Lead updates in Bitrix24 instantly refresh Document360 documents and notify your team in Slack.
B
D
S
Create a Document360 document from a new Bitrix24 task and notify your team in Slack
New Bitrix24 tasks generate Document360 documents and send instant alerts via Slack.
B
D
S
If a Bitrix24 lead source is web, create a Document360 document and notify the web channel in Slack
Web-sourced Bitrix24 leads create Document360 documents and route alerts to specific Slack channels.
B
D
S
When a Bitrix24 task is updated, search the related Document360 document and post a notice in Slack
Updated Bitrix24 tasks locate related Document360 documents and announce progress in Slack.
B
C
D
S
Use ChatGPT to summarize every new Bitrix24 deal, create a Document360 guide, and post the brief in Slack
ChatGPT summarizes new Bitrix24 deals, builds a Document360 guide, and shares the brief in Slack.
B
D
J
S
Turn every new Bitrix24 lead into a Document360 document, create a Jira task, and announce it in Slack
New Bitrix24 leads generate Document360 documentation, open Jira tasks, and notify Slack.

Supported triggers and actions for Bitrix24 and Document360

Mix and match to build the exact automation you need

Bitrix24
Bitrix24 Triggers & Actions
Smart process is created in Bitrix24
Triggers the automation when a new smart process is created
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Quote is created in Bitrix24
Triggers the automation when a new quote is created
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Lead is created in Bitrix24
Triggers the automation when a new lead is created
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Lead is updated in Bitrix24
Triggers the automation when the lead information is updated
Try it →
Instant
Lead is created in Bitrix24
Try it →
Instant
Lead is updated in Bitrix24
Try it →
Instant
Lead is deleted in Bitrix24
Triggers the automation when a lead is removed from the system
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Deal is created in Bitrix24
Triggers the automation when a deal is created
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Instant
Deal is created in Bitrix24
Try it →
Instant
Deal is updated in Bitrix24
Triggers the automation when a deal is updated
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Instant
Deal is deleted in Bitrix24
Triggers the automation when a deal is deleted
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Contact is created in Bitrix24
Triggers the automation when a new contact is created
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Contact is updated in Bitrix24
Triggers the automation when a contact is updated
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Instant
Contact is created in Bitrix24
Try it →
Instant
Contact is updated in Bitrix24
Try it →
Instant
Contact is deleted in Bitrix24
Triggers the automation when a contact is removed from the particular list
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Instant
Task is created in Bitrix24
Triggers the automation when a new task is created
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Instant
Task is updated in Bitrix24
Triggers the automation when any task is updated
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Instant
Task is deleted in Bitrix24
Triggers the automation when a task is deleted
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Instant
Company is updated in Bitrix24
Triggers the automation when a company is updated
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Instant
Company is deleted in Bitrix24
Triggers the automation when a company is deleted
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Instant
Company is created in Bitrix24
Triggers the automation when a new company is created
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Search contact in Bitrix24
Finds and retrieves contact information
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Update quote in Bitrix24
Updates an existing quote
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Search quote by title in Bitrix24
Searches for a quote using the title
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Create quote in Bitrix24
Creates a new quote
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Search lead in Bitrix24
Retrieves information for a particular lead
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Create lead in Bitrix24
Generates new leads for potential customers
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Update lead in Bitrix24
Updates the lead information
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Create contact in Bitrix24
Adds a new contact to the database
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Update contact in Bitrix24
Updates contact information with new details
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Create deal in Bitrix24
Generates a new deal with
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Update deal in Bitrix24
Updates deal information based on new criteria or changes
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Get deal by id in Bitrix24
Retrieves a deal by its id
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Search deal in Bitrix24
Retrieves and find a deal
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Create company in Bitrix24
Generates a new company profile with given details
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Search company in Bitrix24
Finds information about a company
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Update company in Bitrix24
Updates company information
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Get company by id in Bitrix24
Retrieves a company's details using its id
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Search task in Bitrix24
Searches for a task
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Get task by id in Bitrix24
Retrieves a task using its id
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Update task in Bitrix24
Updates the task with new information or changes
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Get lead by id in Bitrix24
Retrieves a lead's information based on their id
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Get contact by id in Bitrix24
Retrieves a contact's information based on their id
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Add comment in Bitrix24
Adds a comment to a record
Try it →
Document360
Document360 Triggers & Actions
No trigger is available
Create document in Document360
Generates a new document
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Search document in Document360
Locates and retrieves document based on search criteria
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Update document in Document360
Updates a document
Try it →

What can you automate with Bitrix24 + Document360?

Streamline your knowledge management and CRM operations with powerful, automated workflows.

What you can automate?
🔄
Sync CRM deals with product documentation
Automatically generate a new Document360 article the moment a deal is created in Bitrix24. Keep your documentation aligned with active sales pipelines without manual entry.
📋
Capture every submitted lead detail
Map complete Bitrix24 lead properties directly into Document360 articles. Ensure your documentation contains every custom field submitted by your prospects.
🔔
Alert your team instantly on updates
Send immediate notifications to your team whenever CRM records trigger documentation updates. Eliminate communication delays across departments.
🔀
Route records based on submitted fields
Trigger different document creation paths depending on lead tier or deal size submitted in Bitrix24. Ensure high-value accounts receive specialized routing.
📝
Keep documentation updated automatically
Modify existing Document360 articles whenever corresponding lead or task details change in Bitrix24. Prevent outdated guides from confusing your users.
🔍
Search and update existing records
Locate matching Document360 documents dynamically using Bitrix24 identifiers before applying updates. Prevent duplicate articles from cluttering your knowledge base.
⏱️
Handle task milestones and completion
Trigger documentation reviews or archive actions when Bitrix24 tasks move to completed stages. Maintain clean project histories effortlessly.
🔌
Extend your workflow to team apps
Connect Bitrix24 and Document360 with Slack, HubSpot, or Gmail to notify stakeholders and sync data across your entire software stack.
And much more...

Who is Bitrix24 + Document360 integration for?

Teams connecting Bitrix24 and Document360 eliminate manual data entry, keep product documentation synchronized with CRM records, and accelerate customer onboarding workflows.

Operations Managers
Operations Managers
Customer Success Leads
Customer Success Leads
Account Managers
Account Managers
Sales Operations Teams
Sales Operations Teams
Technical Writers
Technical Writers
Project Managers
Project Managers
📈
Operations Managers
You review CRM reports and documentation metrics to track team output, but delayed updates leave your dashboards out of sync — automating both apps means every new deal instantly populates your knowledge base and keeps your reporting accurate.
Customer Success Leads
You need to initiate client onboarding the moment a sale closes, but manual handoffs leave onboarding documents lagging behind — connecting these apps means new deals immediately generate required articles and alert your team without delay.
🤝
Account Managers
You answer client inquiries relying on up-to-date account specifications, but scattered records cause communication errors — automating both apps means your CRM data and documentation stay perfectly aligned across every active account.
📊
Sales Operations Teams
You manage high lead volumes that demand rapid documentation creation, but manual copy-pasting creates severe bottlenecks — this integration means every incoming lead automatically generates structured articles without manual effort.
✍️
Technical Writers
You depend on upstream CRM updates to draft accurate product guides, but missing notifications cause outdated documentation — integrating these apps means task and deal changes instantly trigger required content updates.
🗂️
Project Managers
You require a reliable audit trail linking CRM tasks to project documentation, but manual record-keeping leaves persistent gaps — automating both apps means every task update creates a verifiable history across platforms.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Bitrix24 + Document360

Build and manage your Bitrix24 + Document360 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Bitrix24 + Document360 with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Bitrix24 to Document360?
Frequently Asked Questions
You can connect Bitrix24 to Document360 instantly using 1-click workflows or ask Integrately AI to build custom sequences. Select a ready automation template, authenticate your accounts, and activate your flow in minutes alongside tools like Slack, HubSpot, and Gmail.
Can I automatically create a Document360 article when a new Bitrix24 deal is created?
Frequently Asked Questions
Can I connect Bitrix24, Document360, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Bitrix24 and Document360?
Frequently Asked Questions
How does Bitrix24 handle lead and deal data in this integration?
Frequently Asked Questions
How does Document360 receive data from Bitrix24?
Frequently Asked Questions
Do I need coding skills to automate Bitrix24 and Document360?
Frequently Asked Questions
Is the Bitrix24 and Document360 integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Bitrix24 or Document360 With 1500+ Other Apps

Bitrix24
Popular Bitrix24 Integrations
Connect Bitrix24 to CRM, sales, and analytics tools to manage and follow up on your leads.
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Document360
Popular Document360 Integrations
Sync Document360 with knowledge base, documentation, and support tools to keep information working across your stack.