Bitrix24 + Docamatic Integration

Integrate Bitrix24 to Docamatic in one click, or tell Integrately AI how you want each quote handled. Create documents, update leads, save files, and notify your team automatically.

Free foreverFree forever.
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
  • Docamatic
    Document is created in Docamatic
Arrow Right
2.
  • Bitrix24
    Search lead in Bitrix24
  • Bitrix24
    Create quote in Bitrix24
  • Bitrix24
    Search quote by title in Bitrix24
  • Bitrix24
    Search contact in Bitrix24
  • Bitrix24
    Update quote 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
  • Docamatic
    Convert URL or HTML to PDF in Docamatic
  • Docamatic
    Convert URL or HTML to Image in Docamatic
  • Docamatic
    Update PDF in Docamatic

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Ready WorkflowsReady Workflows   for Bitrix24 + Docamatic Integration

Generate documents from quotes, create PDFs for new deals, update records, and notify your team, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Bitrix24 + Docamatic flow

Sync your generated documents with CRMs, accounting tools, messaging channels, and storage platforms. Pick a combination and activate it in one click.

Bitrix24
Docamatic
+
PipedrivePipedrive (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
Google DriveGoogle Drive (3)
+
StripeStripe (3)
B
D
P
Create a PDF document in Docamatic for every new Bitrix24 quote, and add a deal in Pipedrive.
New Bitrix24 quotes instantly generate a PDF in Docamatic and create a matching deal in Pipedrive without manual entry.
B
D
P
When a Bitrix24 lead is updated, generate a Docamatic PDF and update the matching Pipedrive record.
Updated lead details in Bitrix24 automatically refresh your Docamatic document and update your Pipedrive record.
B
D
P
When a Bitrix24 deal is created, generate a Docamatic PDF and search for the contact in Pipedrive.
New deals in Bitrix24 generate documents in Docamatic and verify contact info in Pipedrive instantly.

Supported triggers and actions for Bitrix24 and Docamatic

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
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 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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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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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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Docamatic
Docamatic Triggers & Actions
Document is created in Docamatic
Triggers the automation when a new document is created
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Convert URL or HTML to PDF in Docamatic
Convert a particular url or html content into a pdf document
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Convert URL or HTML to Image in Docamatic
Convert urls or html content into images
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Update PDF in Docamatic
Updates an existing pdf document
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What can you automate with Bitrix24 + Docamatic?

Streamline your document generation and CRM workflows with powerful automated triggers.

What you can automate?
📄
Generate PDFs from Bitrix24 quotes
Automatically convert every new quote created in Bitrix24 into a professional PDF document using Docamatic templates.
📋
Capture every submitted deal field
Map all available lead and deal fields from Bitrix24 into your Docamatic document templates without missing details.
🔔
Notify your team instantly
Alert team members the moment a document is successfully generated and attached to your Bitrix24 record.
🔀
Route documents based on deal value
Generate different PDF layouts or trigger specialized approval workflows depending on specific fields submitted in Bitrix24.
🔄
Keep documents updated automatically
Refresh your Docamatic PDFs whenever lead or contact details are modified in Bitrix24.
🔍
Search and link existing records
Look up existing contacts and companies in Bitrix24 before generating new Docamatic documents to avoid duplicate entries.
💰
Handle later status changes
Generate final invoice PDFs in Docamatic when Bitrix24 deals move to closed-won status.
✉️
Extend flows to Gmail and Slack
Connect Bitrix24 and Docamatic with Gmail or Slack to email generated PDFs and notify your team in one pipeline.
And much more...

Who is Bitrix24 + Docamatic integration for?

Connecting Bitrix24 and Docamatic helps sales teams, project managers, and finance departments eliminate manual document generation and keep workflows completely aligned.

Sales managers
Sales managers
Account executives
Account executives
Client success teams
Client success teams
Operations directors
Operations directors
Project coordinators
Project coordinators
Compliance officers
Compliance officers
📊
Sales managers
You report on quarterly quote volumes and pipeline revenue, but your document logs are always out of sync with Bitrix24 because team members create PDFs by hand — automating both apps means every new quote generates a document instantly and your reports stay accurate.
Account executives
You need to send client contracts and quotes immediately after a call, and you find out too late that documents are missing — automating both apps means every new deal creates a Docamatic PDF on the spot so you can close faster.
🤝
Client success teams
You answer to clients who expect professional service agreements and progress updates right away, but manual formatting causes delays — automating both apps means client onboarding documents are generated instantly upon contact creation.
📈
Operations directors
The volume of incoming leads and deals is too high for anyone to keep up with document creation by hand, leading to bottlenecks — automating both apps means hundreds of PDF documents are produced at scale without manual data entry.
💼
Project coordinators
You own the project kickoff stage and depend on sales reps to hand over proper documentation from Bitrix24, but details often get missed — automating both apps means every new project trigger generates the exact Docamatic template needed.
🔍
Compliance officers
You need a reliable audit history of every client quote and agreement, but keep finding gaps where manual records were forgotten — automating both apps means every record in Bitrix24 matches an archived PDF in Docamatic.
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 + Docamatic

Build and manage your Bitrix24 + Docamatic 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 + Docamatic 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 Docamatic?
Frequently Asked Questions
You can connect Bitrix24 to Docamatic instantly using 1-click workflows or ask Integrately AI to build the automation and map the fields. It takes just minutes to link your CRM quotes and leads with Docamatic document generation, along with 1,500+ other apps like Slack, Gmail, and Google Drive.
Can I automatically generate a PDF in Docamatic when a new quote is created in Bitrix24?
Frequently Asked Questions
Can I connect Bitrix24, Docamatic, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Bitrix24 and Docamatic?
Frequently Asked Questions
How does Bitrix24 handle quote and lead data during document generation?
Frequently Asked Questions
How does Docamatic format documents from Bitrix24 triggers?
Frequently Asked Questions
Can I automate Bitrix24 and Docamatic without coding skills?
Frequently Asked Questions
Is the Bitrix24 and Docamatic integration free?
Frequently Asked Questions
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