Bitrix24 + PandaDoc Integration

Connect Bitrix24 to PandaDoc - Automate your workflows in 1-click

Make use of Bitrix24 automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Leverage PandaDoc automations to simplify document sharing, feedback collection, and content creation. Get the best of both with Integrately’s Bitrix24 + PandaDoc integration.

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Ready Workflows For Bitrix24 + PandaDoc Integration

Just click on the workflow you want to automate

Create PandaDoc document for new Bitrix24 contact

Bitrix24 + PandaDoc Integration

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Create Your Own Bitrix24 & PandaDoc Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Smart process is created in Bitrix24
Triggers the automation when a new smart process is created
Quote is created in Bitrix24
Triggers the automation when a new quote is created
Lead is created in Bitrix24
Triggers the automation when a new lead is created
Lead is updated in Bitrix24
Triggers the automation when the lead information is updated
Lead is created in Bitrix24 Instant
Lead is updated in Bitrix24 Instant
Lead is deleted in Bitrix24
Triggers the automation when a lead is removed from the system
Instant
Deal is created in Bitrix24
Triggers the automation when a deal is created
Deal is created in Bitrix24 Instant
Deal is updated in Bitrix24
Triggers the automation when a deal is updated
Instant
Deal is deleted in Bitrix24
Triggers the automation when a deal is deleted
Instant
Contact is created in Bitrix24
Triggers the automation when a new contact is created
Contact is updated in Bitrix24
Triggers the automation when a contact is updated
Contact is created in Bitrix24 Instant
Contact is updated in Bitrix24 Instant
Contact is deleted in Bitrix24
Triggers the automation when a contact is removed from the particular list
Instant
Task is created in Bitrix24
Triggers the automation when a new task is created
Instant
Task is updated in Bitrix24
Triggers the automation when any task is updated
Instant
Task is deleted in Bitrix24
Triggers the automation when a task is deleted
Instant
Company is updated in Bitrix24
Triggers the automation when a company is updated
Instant
Company is deleted in Bitrix24
Triggers the automation when a company is deleted
Instant
Company is created in Bitrix24
Triggers the automation when a new company is created
Instant
Document is completed in PandaDoc
Triggers the automation when a particular document is completed
Document is drafted in PandaDoc
Triggers the automation when a new document is saved as draft
Document is approved in PandaDoc
Triggers the automation when a document is approved
Document is paid in PandaDoc
Triggers the automation when a document is paid
Document is sent in PandaDoc
Triggers the automation when a document is sent to the recipient
Document is viewed in PandaDoc
Triggers the automation when a document is viewed
Document is declined in PandaDoc
Triggers the automation when a document is not approved
Document is rejected in PandaDoc
Triggers the automation when a document is not approved

Update quote in Bitrix24
Updates an existing quote
Search quote by title in Bitrix24
Searches for a quote using the title
Create quote in Bitrix24
Creates a new quote
Search lead in Bitrix24
Retrieves information for a particular lead
Create lead in Bitrix24
Generates new leads for potential customers
Update lead in Bitrix24
Updates the lead information
Create contact in Bitrix24
Adds a new contact to the database
Search contact in Bitrix24
Finds and retrieves contact information
Update contact in Bitrix24
Updates contact information with new details
Create deal in Bitrix24
Generates a new deal with
Update deal in Bitrix24
Updates deal information based on new criteria or changes
Get deal by id in Bitrix24
Retrieves a deal by its id
Search deal in Bitrix24
Retrieves and find a deal
Create company in Bitrix24
Generates a new company profile with given details
Search company in Bitrix24
Finds information about a company
Update company in Bitrix24
Updates company information
Get company by id in Bitrix24
Retrieves a company's details using its id
Search task in Bitrix24
Searches for a task
Get task by id in Bitrix24
Retrieves a task using its id
Update task in Bitrix24
Updates the task with new information or changes
Get lead by id in Bitrix24
Retrieves a lead's information based on their id
Get contact by id in Bitrix24
Retrieves a contact's information based on their id
Add comment in Bitrix24
Adds a comment to a record
Create document in PandaDoc
Generates a new document
Send document in PandaDoc
Sends a particular document to a designated recipient

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750 Tasks

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Integrate Bitrix24 & PandaDoc In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Bitrix24 or PandaDoc With 1200+ Other Apps

Bitrix24 provides businesses with an integrated suite of tools for team collaboration and project management, as well as professional CRM and business analytics. Amplify your productivity and improve your profitability!

See Bitrix24 Integrations

PandaDoc is a sales software platform that allows you to track, manage and close deals from start to finish. Connect your Gmail account and create, send, track and eSign documents from anywhere in the world.

See PandaDoc Integrations