

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.
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Ready 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.
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.


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Pipedrive (3)
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QuickBooks Online (3)
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Gmail (3)
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Slack (3)
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Google Drive (3)
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Stripe (3)
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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.
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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.
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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 Triggers & Actions
Smart process is created in Bitrix24
Triggers the automation when a new smart process is created
Try it → Instant
Lead is deleted in Bitrix24
Triggers the automation when a lead is removed from the system
Try it → Instant
Contact is deleted in Bitrix24
Triggers the automation when a contact is removed from the particular list
Try it → Instant
Company is created in Bitrix24
Triggers the automation when a new company is created
Try it → 
Docamatic Triggers & Actions
What can you automate with Bitrix24 + Docamatic?
Streamline your document generation and CRM workflows with powerful automated triggers.
📄
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
Account executives
Client success teams
Operations directors
Project coordinators
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.

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
Connect Bitrix24 + Docamatic with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
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Select Automation
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Connect Accounts
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Automation is ready
Connect Bitrix24 + Docamatic Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Bitrix24 to Docamatic?
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?
Can I connect Bitrix24, Docamatic, and Slack?
What is a good Zapier alternative for Bitrix24 and Docamatic?
How does Bitrix24 handle quote and lead data during document generation?
How does Docamatic format documents from Bitrix24 triggers?
Can I automate Bitrix24 and Docamatic without coding skills?
Is the Bitrix24 and Docamatic integration free?
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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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