- Home
- CRM/ERP Integration
- Bitrix New lead creation
Bitrix
Bitrix24 is a social network service for convenient operations, where all the necessary business tools are available:
task management, calendars, reports, file sharing and joint editing of documents through Bitrix24.Disk, CRM, workgroups etc.
New lead creation
For new lead creation Bitrix clck Use this process and template of process will copy to your environment.
Description of incoming process parameters
portal - Your Bitrix24 portal that was specified with registration. For example, if the address of your Bitrix24 is https://corezoid.bitrix24.ru, then portal name will be
corezoid
title - new lead name
To create new lead it is required to specify it's name (title).
Value of other parameters is transferred to the API similarly:
fields[NAME] - new lead's name
fields[CURRENCY_ID] - currency
etc.
Parameters description on website.
Description of crm.lead.fields method "Getting fields of lead".
Process launch
1) For request authorization, paste your process ID what receives and keeps Bitrix access_token
in value of auth
parameter instead of "xxxxx".
Process "Bitrix OAuth" receives and keeps
access_token
2) Go to dashboard
mode and press Add task
button.
3) In appeared window you need to specify the required parameters:
- portal
- title
4) After all parameters are specified, pressSend task
.
Description of outcoming process parameters
In case of success the parameter will be added to the task
lead_id
- ID of created lead
In case of error, task will go to escalation node and the parameter will be added
Error
- error description