Bitrix24 + CloudYa Integration

Integrate Bitrix24 to CloudYa in one click, or tell Integrately AI how you want each lead handled. Create accounting profiles, update your ERP records, alert your finance 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
  • CloudYa
    Create client in CloudYa

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Ready Workflows Ready Workflows for Bitrix24 + CloudYa Integration

Capture new leads, create client profiles, keep your ERP updated, alert your team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
Bitrix24 + CloudYa Integration

Create CloudYa client for new Bitrix24 contact

In order to keep your accounting and customer records in sync, when you create a contact in Bitrix24, this automation will automatically create a client in CloudYa.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Bitrix24 and CloudYa!
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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 + CloudYa flow

Sales and finance teams often need to sync client records across CRMs, email lists, accounting platforms, or messaging channels once the ERP profile is created. Pick a combination and activate it in one click.

Bitrix24
CloudYa
+
SalesforceSalesforce (4)
+
MailchimpMailchimp (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
+
StripeStripe (4)
B
C
S
Create a client in CloudYa for every new Bitrix24 lead, and add the contact in Salesforce.
New Bitrix24 leads instantly generate a CloudYa client and sync to Salesforce without manual entry.
B
C
S
When a deal is created in Bitrix24, create a CloudYa client and update the account in Salesforce.
Bitrix24 deals trigger immediate CloudYa client setup and Salesforce account updates.
B
C
S
If a Bitrix24 contact is updated, create a CloudYa client and update the contact in Salesforce.
Contact changes in Bitrix24 update both CloudYa and Salesforce automatically.
B
C
S
Use ChatGPT to analyse Bitrix24 leads, create a CloudYa client, and create a lead in Salesforce.
AI evaluates new Bitrix24 leads before creating records in CloudYa and Salesforce.

Supported triggers and actions for Bitrix24 and CloudYa

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
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Instant
Lead is created in Bitrix24
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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 →
CloudYa
CloudYa Triggers & Actions
No trigger is available
Create client in CloudYa
Add a new client to the system
Try it →

What can you automate with Bitrix24 + CloudYa?

Streamline your customer lifecycle by connecting Bitrix24 sales activities directly to your CloudYa accounting and ERP platform.

What you can automate?
🔄
Instant CloudYa client creation from Bitrix24 leads
Automatically establish a new client profile in CloudYa the moment a lead or deal is created in Bitrix24. Eliminate manual data transfer between your CRM and ERP.
📋
Capture every submitted field and custom note
Map all available lead details, company names, and deal values from Bitrix24 straight into your CloudYa client records instead of basic names and emails.
🔔
Alert your team the moment a client is registered
Send instant notifications to your finance or sales channel in Slack whenever a new Bitrix24 activity successfully creates a CloudYa client.
🔀
Route records based on submitted criteria
Apply conditional logic to handle enterprise accounts differently from standard enquiries when generating your CloudYa client profiles.
✏️
Keep client records synchronised as details change
Automatically update existing CloudYa client profiles whenever contact details or company information are modified in Bitrix24.
🛡️
Prevent duplicate records across systems
Search existing database entries before creating new profiles, ensuring clean data separation between Bitrix24 and CloudYa.
💳
Manage billing triggers upon deal updates
Initiate invoicing workflows and account provisioning in CloudYa the exact moment a Bitrix24 deal moves to closed-won.
🔌
Extend flows to popular supporting apps
Connect your core Bitrix24 and CloudYa workflow with QuickBooks Online, Slack, or Google Drive to handle multi-step business operations.
And much more...

Who is Bitrix24 + CloudYa integration for?

Operations managers, finance teams, and sales leaders connect Bitrix24 and CloudYa to eliminate manual data entry between CRM pipelines and ERP accounting systems.

Business analysts and controllers
Business analysts and controllers
Sales managers and reps
Sales managers and reps
Client success teams
Client success teams
High-volume operations leads
High-volume operations leads
Billing and accounts specialists
Billing and accounts specialists
Database administrators
Database administrators
📈
Business analysts and controllers
You rely on accurate ERP data for financial reporting but client records only update when someone manually exports Bitrix24 entries, so your revenue figures are always lagging — this integration means every new client lands in CloudYa instantly and your financial dashboards stay current.
Sales managers and reps
You close deals in Bitrix24 and need billing teams to start work immediately, but manual handoffs mean finance finds out days later — automating both apps means closing a deal creates the CloudYa client profile instantly so billing can begin without delay.
🤝
Client success teams
You answer to stakeholders who expect prompt account provisioning after every signed contract, but manual data entry causes frustrating delays — connecting these apps means client setups happen the moment deals close in Bitrix24.
🏢
High-volume operations leads
You manage hundreds of incoming leads and company registrations every week, and staff cannot keep pace with copying data into CloudYa by hand — with this integration, high enquiry volumes flow straight into your ERP without creating backlogs.
💼
Billing and accounts specialists
You depend on sales teams to hand over accurate customer details for invoicing, but missing fields lead to constant follow-up emails — this integration means every CloudYa client record is populated accurately from the original Bitrix24 submission.
🗂️
Database administrators
You audit customer histories and keep finding gaps where manual data transfers were missed between sales and accounting tools — automating both apps means your Bitrix24 and CloudYa databases maintain a flawless, identical record of every client.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate Bitrix24 + CloudYa

Build and manage your Bitrix24 + CloudYa 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 + CloudYa 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 CloudYa?
Frequently Asked Questions
You can connect Bitrix24 to CloudYa in 1 click using Integrately. Choose from ready-made workflows or use Integrately AI to set up your integration with apps like Salesforce, Mailchimp, QuickBooks Online, Slack, Google Drive, and Stripe.
Can I automatically create a CloudYa client when a new lead is created in Bitrix24?
Frequently Asked Questions
Can I connect Bitrix24, CloudYa, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Bitrix24 and CloudYa?
Frequently Asked Questions
How do Bitrix24 triggers start my CloudYa workflow?
Frequently Asked Questions
How does CloudYa handle client creation data from Bitrix24?
Frequently Asked Questions
Do I need coding skills to connect Bitrix24 and CloudYa?
Frequently Asked Questions
Is the Bitrix24 and CloudYa integration free?
Frequently Asked Questions
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No worries — just send us a message and we’ll get back to you as soon as possible.

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

Bitrix24
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CloudYa
Popular CloudYa Integrations
Sync CloudYa with reporting, payment, and ERP tools to keep financial data working across your stack.
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