Bitrix24 + Copilot Integration

Integrate Bitrix24 to Copilot in one click, or tell Integrately AI how you want each lead handled. Create clients, sync tasks, notify your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Bitrix24
    Quote is created in Bitrix24
  • Bitrix24
    Smart process 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
  • Copilot
    Payment is succeed in Copilot Instant
  • Copilot
    Client is created in Copilot Instant
  • Copilot
    Client is updated in Copilot Instant
  • Copilot
    Client is deleted in Copilot Instant
  • Copilot
    Client is activated in Copilot Instant
  • Copilot
    Client custom Field is updated in Copilot Instant
  • Copilot
    Company is created in Copilot Instant
  • Copilot
    Company is updated in Copilot Instant
  • Copilot
    Company is deleted in Copilot Instant
  • Copilot
    Contract is requested in Copilot Instant
  • Copilot
    Contract is signed in Copilot Instant
  • Copilot
    File is created in Copilot Instant
  • Copilot
    File is updated in Copilot Instant
  • Copilot
    File is deleted in Copilot Instant
  • Copilot
    Folder is created in Copilot Instant
  • Copilot
    Folder is updated in Copilot Instant
  • Copilot
    Folder is deleted in Copilot Instant
  • Copilot
    Form response is completed in Copilot Instant
  • Copilot
    Internal user is created in Copilot Instant
  • Copilot
    Internal user is deleted in Copilot Instant
  • Copilot
    Invoice is created in Copilot Instant
  • Copilot
    Invoice is updated in Copilot Instant
  • Copilot
    Invoice is deleted in Copilot Instant
  • Copilot
    Invoice is sent in Copilot Instant
  • Copilot
    Invoice is paid in Copilot Instant
  • Copilot
    Invoice is voided in Copilot Instant
  • Copilot
    Message channel is created in Copilot Instant
  • Copilot
    Message is sent in Copilot Instant
  • Copilot
    Note is created in Copilot Instant
  • Copilot
    Note is updated in Copilot Instant
  • Copilot
    Note is deleted in Copilot Instant
  • Copilot
    Notification is created in Copilot Instant
  • Copilot
    Price is created in Copilot Instant
  • Copilot
    Product is created in Copilot Instant
  • Copilot
    Product is updated in Copilot Instant
  • Copilot
    Task is created in Copilot Instant
  • Copilot
    Task is updated in Copilot Instant
  • Copilot
    Task is archived in Copilot Instant
  • Copilot
    Task is deleted in Copilot Instant
  • Copilot
    Task is completed in Copilot Instant
  • Copilot
    Payment is failed in Copilot Instant
  • Copilot
    Link is created in Copilot Instant
  • Copilot
    Link is updated in Copilot Instant
  • Copilot
    Link is deleted in Copilot Instant
  • Copilot
    Subscription is created in Copilot Instant
  • Copilot
    Subscription is canceled in Copilot Instant
Arrow Right
2.
  • Bitrix24
    Search lead in Bitrix24
  • Bitrix24
    Create quote in Bitrix24
  • Bitrix24
    Search quote by title in Bitrix24
  • Bitrix24
    Update quote in Bitrix24
  • Bitrix24
    Search contact 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
  • Copilot
    Create client in Copilot
  • Copilot
    Search client in Copilot
  • Copilot
    Update client in Copilot
  • Copilot
    Delete client in Copilot
  • Copilot
    Create company in Copilot
  • Copilot
    Search company in Copilot
  • Copilot
    Update company in Copilot
  • Copilot
    Delete company in Copilot
  • Copilot
    Create contract in Copilot
  • Copilot
    Create note in Copilot
  • Copilot
    Create task in Copilot
  • Copilot
    Create folder in Copilot
  • Copilot
    Create link in Copilot
  • Copilot
    Create file channel in Copilot
  • Copilot
    Request form responses from client in Copilot
  • Copilot
    Create message channel in Copilot
  • Copilot
    Create message in Copilot
  • Copilot
    Create invoice in Copilot
  • Copilot
    Create subscription in Copilot
  • Copilot
    Create file in Copilot

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Ready Workflows Ready Workflows for Bitrix24 + Copilot Integration

Capture leads, create clients, sync tasks, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Bitrix24 + Copilot Integration

Create Copilot task for new Bitrix24 contact

Bitrix24 and Copilot are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Bitrix24, do you also create a task in Copilot? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Bitrix24 + Copilot Integration

Create Copilot task for new Bitrix24 deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Copilot to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Bitrix24? Well now there is!

With our integration between Bitrix24 and Copilot, creating task in Copilot is now easier than ever. Whenever a deal is created in Bitrix24, you can automatically create a corresponding task in Copilot to keep your team up-to-date.
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  • 1of1
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 + Copilot flow

Send leads to your CRM, alert team channels in chat, and trigger follow-up invoices or emails. Pick a combination and activate it in one click.

Bitrix24
Copilot
+
SalesforceSalesforce (4)
+
HubSpotHubSpot (4)
+
SlackSlack (4)
+
StripeStripe (4)
+
Google DriveGoogle Drive (4)
+
GmailGmail (4)
B
C
S
Create a Salesforce contact when a lead is created in Bitrix24 and a client is created in Copilot.
New Bitrix24 leads automatically generate a Copilot client and sync straight into Salesforce without manual data entry.
B
C
S
When a deal is created in Bitrix24, create a contract in Copilot and update the record in Salesforce.
Every Bitrix24 deal triggers a Copilot contract and updates your Salesforce pipeline automatically.
B
C
S
If a Bitrix24 lead is updated, update the client in Copilot and log the activity in Salesforce.
Keep client data uniform by syncing Bitrix24 lead updates to Copilot and Salesforce instantly.
B
C
S
Use Claude to evaluate new Bitrix24 leads, create a Copilot client, and add a lead in Salesforce.
Claude reviews incoming Bitrix24 leads before creating a Copilot client and adding a Salesforce record.

Supported triggers and actions for Bitrix24 and Copilot

Mix and match to build the exact automation you need

Bitrix24
Bitrix24 Triggers & Actions
Quote is created in Bitrix24
Triggers the automation when a new quote is created
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Smart process is created in Bitrix24
Triggers the automation when a new smart process 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
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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
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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
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Instant
Contact is updated in Bitrix24
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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 lead in Bitrix24
Retrieves information for a particular lead
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Create quote in Bitrix24
Creates a new quote
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Search quote by title in Bitrix24
Searches for a quote using the title
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Update quote in Bitrix24
Updates an existing quote
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Search contact in Bitrix24
Finds and retrieves contact information
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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
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Copilot
Copilot Triggers & Actions
Instant
Payment is succeed in Copilot
Triggers the automation when a payment is successful
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Instant
Client is created in Copilot
Triggers the automation when a new client is created
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Instant
Client is updated in Copilot
Triggers the automation when a client details are updated
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Instant
Client is deleted in Copilot
Triggers the automation when a client is deleted
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Instant
Client is activated in Copilot
Triggers the automation when a client is activated
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Instant
Client custom Field is updated in Copilot
Triggers the automation when a custom field for a client is updated
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Instant
Company is created in Copilot
Triggers the automation when a new company is created
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Instant
Company is updated in Copilot
Triggers the automation when a company details are updated
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Instant
Company is deleted in Copilot
Triggers the automation when a company is deleted
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Instant
Contract is requested in Copilot
Triggers the automation when a contract is requested
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Instant
Contract is signed in Copilot
Triggers the automation when a contract is signed
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Instant
File is created in Copilot
Triggers the automation when a new file is created
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Instant
File is updated in Copilot
Triggers the automation when a file is updated
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Instant
File is deleted in Copilot
Triggers the automation when a file is deleted
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Instant
Folder is created in Copilot
Triggers the automation when a new folder is created
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Instant
Folder is updated in Copilot
Triggers the automation when a folder is updated
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Instant
Folder is deleted in Copilot
Triggers the automation when a folder is deleted
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Instant
Form response is completed in Copilot
Triggers the automation when a form response is completed
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Instant
Internal user is created in Copilot
Triggers the automation when a new internal user is created
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Instant
Internal user is deleted in Copilot
Triggers the automation when an internal user is deleted
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Instant
Invoice is created in Copilot
Triggers the automation when an invoice is created
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Instant
Invoice is updated in Copilot
Triggers the automation when an invoice is updated
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Instant
Invoice is deleted in Copilot
Triggers the automation when an invoice is deleted
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Instant
Invoice is sent in Copilot
Triggers the automation when an invoice is sent
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Instant
Invoice is paid in Copilot
Triggers the automation when an invoice is paid
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Instant
Invoice is voided in Copilot
Triggers the automation when an invoice is voided
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Instant
Message channel is created in Copilot
Triggers the automation when a new message channel is created
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Instant
Message is sent in Copilot
Triggers the automation when a message is sent
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Instant
Note is created in Copilot
Triggers the automation when a note is created
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Instant
Note is updated in Copilot
Triggers the automation when a note is updated
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Instant
Note is deleted in Copilot
Triggers the automation when a note is deleted
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Instant
Notification is created in Copilot
Triggers the automation when a notification is created
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Instant
Price is created in Copilot
Triggers the automation when a price is created
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Instant
Product is created in Copilot
Triggers the automation when a product is created
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Instant
Product is updated in Copilot
Triggers the automation when a product is updated
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Instant
Task is created in Copilot
Triggers the automation when a task is created
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Instant
Task is updated in Copilot
Triggers the automation when a task is updated
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Instant
Task is archived in Copilot
Triggers the automation when a task is archived
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Instant
Task is deleted in Copilot
Triggers the automation when a task is deleted
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Instant
Task is completed in Copilot
Triggers the automation when a task is completed
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Instant
Payment is failed in Copilot
Triggers the automation when a payment fails
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Instant
Link is created in Copilot
Triggers the automation when a new link is created
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Instant
Link is updated in Copilot
Triggers the automation when a link is updated
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Instant
Link is deleted in Copilot
Triggers the automation when a link is deleted
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Instant
Subscription is created in Copilot
Triggers the automation when a subscription is created
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Instant
Subscription is canceled in Copilot
Triggers the automation when a subscription is canceled
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Create client in Copilot
Creates a new client
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Search client in Copilot
Searches for a client
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Update client in Copilot
Updates client details
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Delete client in Copilot
Deletes a client
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Create company in Copilot
Creates a new company
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Search company in Copilot
Searches for a company
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Update company in Copilot
Updates company details
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Delete company in Copilot
Deletes a company
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Create contract in Copilot
Creates a new contract
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Create note in Copilot
Creates a new note
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Create task in Copilot
Creates a new task
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Create folder in Copilot
Creates a new folder
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Create link in Copilot
Creates a new link
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Create file channel in Copilot
Creates a new file channel
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Request form responses from client in Copilot
Requests form responses from a client
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Create message channel in Copilot
Creates a new message channel
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Create message in Copilot
Creates a new message
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Create invoice in Copilot
Creates a new invoice
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Create subscription in Copilot
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Create file in Copilot
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What can you automate with Bitrix24 + Copilot?

Streamline your workflows by connecting Bitrix24 data events to automated client management actions in Copilot.

What you can automate?
🚀
Turn Bitrix24 leads into Copilot clients automatically
Eliminate manual data entry by triggering a new client profile in Copilot the moment a lead is created in Bitrix24. Keep your sales and client portal databases perfectly synchronized.
📝
Capture every submitted field from your forms
Map all available contact details and custom fields from Bitrix24 into Copilot instead of just names and emails. Your client portal receives complete information for every submission.
🔔
Alert your team instantly on chat channels
Notify your team in Slack the second a new Bitrix24 deal or Copilot contract is created. Ensure quick response times without constantly checking dashboard tabs.
🔀
Route records based on submitted criteria
Apply conditional logic to send high-value Bitrix24 leads to priority Copilot workspaces while standard leads go to general onboarding queues.
🔄
Keep client portals updated as records change
Automatically update Copilot client details whenever contact information or company profiles are modified in Bitrix24. Avoid outdated records across your workspace.
🔍
Search and update instead of creating duplicates
Check whether a client already exists in Copilot before creating a new record from Bitrix24 updates. Maintain clean databases without redundant entries.
💳
Manage billing and subscription statuses
Trigger Copilot invoice creation or subscription updates whenever deals close or quotes are approved in Bitrix24. Keep financial operations running on schedule.
🌐
Extend workflows to email and communication tools
Connect Bitrix24 and Copilot with Gmail to send automated welcome messages and proposal emails the moment a new client is provisioned.
And much more...

Who is Bitrix24 + Copilot integration for?

Operations teams, sales managers, and client success leads using Bitrix24 and Copilot can eliminate manual copy-pasting and keep workflows aligned.

Performance marketers
Performance marketers
Sales managers
Sales managers
Account managers
Account managers
Operations leads
Operations leads
Project coordinators
Project coordinators
Finance specialists
Finance specialists
📈
Performance marketers
You're running campaigns and logging leads in Bitrix24, but your client portal takes hours to update so your pipeline counts are always a few hours behind — with this integration, every new lead lands in Copilot instantly and your data stays current.
Sales managers
You need to initiate onboarding the moment a deal closes in Bitrix24, but manual client creation causes delays in sending portal access — automating both apps means every new deal creates a Copilot client immediately and your sales cycle accelerates.
🤝
Account managers
You answer to clients who expect contracts and onboarding documents to be ready right after a call, but manual paperwork creation holds you back — this integration means every Bitrix24 deal generates a Copilot contract and your clients get instant access.
📊
Operations leads
The volume of leads and tasks between Bitrix24 and Copilot is too high for your team to manage by hand without making mistakes — connecting these apps means every record matches perfectly across platforms without manual intervention.
🔄
Project coordinators
You own the task execution phase in Copilot and depend on sales reps to hand over closed deals from Bitrix24 without missing details — this integration means every won deal triggers your project boards instantly and handoffs happen seamlessly.
📋
Finance specialists
You need a reliable history of invoices and billing tied to client accounts, but keeping Bitrix24 and Copilot billing records aligned manually leads to audit gaps — automating both apps means your invoices and client records stay perfectly matched.
Our team

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Why choose Integrately to automate Bitrix24 + Copilot

Build and manage your Bitrix24 + Copilot 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 + Copilot 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
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2
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Automation is ready
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Frequently Asked Questions

How do I connect Bitrix24 to Copilot?
Frequently Asked Questions
You can connect Bitrix24 to Copilot in 1 click using ready-made templates on Integrately. Select your workflow, connect your accounts, and let Integrately AI handle field mapping and setup.
Can I automatically create Copilot clients from Bitrix24 leads?
Frequently Asked Questions
Can I connect Bitrix24, Copilot, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Bitrix24 and Copilot?
Frequently Asked Questions
How are Bitrix24 triggers handled during automation?
Frequently Asked Questions
How does Copilot receive data from Bitrix24?
Frequently Asked Questions
Can I automate Bitrix24 and Copilot without coding skills?
Frequently Asked Questions
Is the Bitrix24 and Copilot integration free?
Frequently Asked Questions
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You Can Also Connect Bitrix24 or Copilot With 1500+ Other Apps

Bitrix24
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Connect Bitrix24 to CRMs, marketing tools, and analytics platforms to manage and follow up on your projects.
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Copilot
Popular Copilot Integrations
Sync Copilot with billing, communication, and document tools to keep client management working across your stack.
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