STEP 1
Connect Bitrix24 and Perfex CRM
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Bitrix24 and Perfex CRM Integration
Keep Bitrix24 and Perfex CRM in sync by integrating their events and actions. When crm events happen in Bitrix24, update the Perfex CRM automatically - without any line of code in visual workflow builder.
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Learn about Bitrix24 and Perfex CRM
Detailed info you need to know about Bitrix24 and Perfex CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
Perfex CRM
Open-source CRM for managing clients, projects, invoices, and support. [6]
How to connect Bitrix24 to Perfex CRM
Set up your Bitrix24 and Perfex CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Bitrix24 and Perfex CRM nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Bitrix24 and Perfex CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Bitrix24 and Perfex CRM work in WEXTL?
WEXTL exposes actions and triggers for Bitrix24 and Perfex CRM that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Bitrix24 triggersPerfex CRM actions
Bitrix24 modules
- Add Chat MembersAdds people to a group chat.
- Add Checklist ItemAdds an item to the checklist of a task.
- Add Company to ContactLinks a company to a contact.
- Add Contact to DealLinks a contact to a deal.
- Add Product RowAdds a product row to a deal, lead, estimate, or invoice.
- Add Task CommentPosts a comment to the discussion of a task.
- Add Timeline CommentAdds a comment to the timeline of a CRM item.
- Add Timeline Log EntryAdds an informational log entry to the timeline of a CRM item.
- Add Time Spent EntryRecords time spent on a task.
- Add Workgroup MemberAdds people to a workgroup without an invitation.
- Approve TaskAccepts the result of a task that needs review.
- Attach File to TaskAttaches a Drive file to a task.
- Complete Business Process TaskCompletes a business process task, such as an approval.
- Complete Checklist ItemMarks a checklist item as done.
- Complete TaskMarks a task as completed.
- Create Calendar EventCreates a new calendar event.
- Create ChatCreates a group chat.
- Create CompanyCreates a new company in the CRM.
- Create ContactCreates a new contact in the CRM.
- Create CRM ItemCreates an item of any CRM object type, such as an estimate, an invoice, or a smart process item.
- Create DealCreates a new deal in the CRM.
- Create DepartmentCreates a department in the company structure.
- Create FolderCreates a subfolder in a Drive folder.
- Create LeadCreates a new lead in the CRM.
- Create List ElementAdds an element to a universal list.
- Create News Feed PostPublishes a post to the news feed.
- Create ProductCreates a product in the trade catalog.
- Create TaskCreates a new task.
- Create To-Do ActivityCreates a to-do activity on a CRM item.
- Create WorkgroupCreates a workgroup or a project.
- Delegate TaskPasses a task to another person.
- Delete ActivityDeletes a CRM activity.
- Delete Calendar EventDeletes a calendar event.
- Delete Chat MessageDeletes a chat message.
- Delete Checklist ItemDeletes a checklist item.
- Delete CompanyDeletes a company.
- Delete ContactDeletes a contact.
- Delete CRM ItemDeletes an item of any CRM object type.
- Delete DealDeletes a deal.
- Delete DepartmentDeletes a department.
- Delete FileMoves a Drive file to the trash.
- Delete LeadDeletes a lead.
- Delete List ElementDeletes an element of a universal list.
- Delete ProductDeletes a product from the trade catalog.
- Delete Product RowDeletes a product row.
- Delete TaskDeletes a task.
- Delete Timeline CommentDeletes a timeline comment.
- Delete WorkgroupDeletes a workgroup or a project.
- End WorkdayEnds the workday for a user.
- Find Duplicates by Phone or EmailFinds leads, contacts, and companies that use a given phone number or email address.
Perfex CRM modules
- Create a ContactCreates a new contact in the service.
- Create a CustomerCreates a new customer in the system.
- Create a LeadCreates a new lead in the system.
- Create an InvoiceCreates an invoice in the system.
- Create a ProjectCreates a new project in the system.
- Create a TaskCreates a new task in the system.
- Delete a ContactDeletes a contact from the address book or contact list.
- Delete a CustomerDeletes a customer from the database.
- Delete a LeadDeletes a lead from the system.
- Delete an InvoiceDeletes a specified invoice from the system.
- Delete a ProjectDeletes a project from the service.
- Delete a TaskDeletes a specified task from the service.
- Get a CustomerRetrieves a customer's information.
- Get a LeadRetrieves a lead's information.
- Get an InvoiceRetrieves an invoice's information.
- Get a ProjectRetrieves a project's information.
- Get a TaskRetrieves a task's information.
- List ContactsRetrieves all contacts.
- List Customer ContactsRetrieves customer contacts.
- List CustomersRetrieves all customers.
- List InvoicesRetrieves all invoices.
- List LeadsRetrieves all leads.
- List ProjectsRetrieves all projects.
- List TasksRetrieves all tasks.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a ContactUpdates a contact with new information.
- Update a CustomerUpdates a customer record in the database.
- Update a LeadUpdates the information for a specific lead.
- Update an InvoiceUpdates an invoice with new information or changes to existing data.
- Update a ProjectUpdates a project in the system.
- Update a TaskUpdates a task in the service with new details or modifications.
- Watch ContactsTriggers when a new contact is created.
- Watch CustomersTriggers when a new customer is created.
- Watch InvoicesTriggers when a new invoice is created.
- Watch LeadsTriggers when a new lead is created.
- Watch ProjectsTriggers when a new project is created.
- Watch TasksTriggers when a new task is created.
Frequently asked questions
Common questions about connecting Bitrix24 and Perfex CRM.
Connect your Bitrix24 and Perfex CRM accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Bitrix24's "Watch New Companies" fires, WEXTL can "Create a Contact" in Perfex CRM. Bitrix24 has 11 triggers (including Watch New Companies, Watch New Contacts, and Watch New CRM Items); Perfex CRM has 31 actions (including Create a Contact, Create a Customer, and Create a Lead). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Bitrix24-to-Perfex CRM automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Bitrix24 (or Perfex CRM) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Bitrix24 + Perfex CRM automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Bitrix24 and Perfex CRM integration.
- Bitrix24 and Perfex CRM integration source code, module specs and credentials implementation.
- Our Bitrix24 and Perfex CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Bitrix24 and Perfex CRM — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Bitrix24 integration information
- Perfex CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library