STEP 1
Connect Bitrix24 and Planhat
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 Planhat Integration
Keep Bitrix24 and Planhat in sync by integrating their events and actions. When crm events happen in Bitrix24, update the Planhat automatically - without any line of code in visual workflow builder.
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Learn about Bitrix24 and Planhat
Detailed info you need to know about Bitrix24 and Planhat integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Bitrix24 to Planhat
Set up your Bitrix24 and Planhat integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Bitrix24 and Planhat 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 Planhat. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Bitrix24 and Planhat work in WEXTL?
WEXTL exposes actions and triggers for Bitrix24 and Planhat 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 triggersPlanhat 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 Time Spent EntryRecords time spent on 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 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.
Planhat modules
- Bulk Insert MetricsSends dimension data metrics to Planhat for companies, end users, assets, or projects.
- Bulk Upsert a ConversationCreates or updates a conversation in bulk.
- Bulk Upsert AssetsCreates or updates multiple assets in a single request.
- Bulk Upsert IssuesCreates or updates multiple issues in a single request. Each item must include the required fields for creation or at least one identifier for updates.
- Bulk Upsert NotesCreates or updates one or multiple notes in Planhat.
- Bulk Upsert TasksCreates or updates multiple tasks.
- Bulk Upsert TicketsCreates or updates multiple tickets in the system.
- Bulk Upsert Time EntryCreates or updates multiple time entries.
- Bulk Upsert TimesheetsCreates or updates timesheets.
- Bulk Upsert UsersCreates or updates multiple users.
- Create a ConversationCreates a new conversation in Planhat linked to a company.
- Create a Duplicate Time EntryCreates a duplicate time entry.
- Create a NoteCreates a note conversation associated with a company.
- Create a TaskCreates a new task.
- Create a Time EntryCreates a new time entry in the system for a specific user or task.
- Create a TimesheetCreates a new timesheet.
- Create a UserCreates a new user in the system.
- Create an AssetCreates a new asset in Planhat.
- Create an InvoiceCreates a new invoice linked to a company in Planhat.
- Create an IssueCreates a new issue in Planhat and optionally associates it with companies and end users.
- Create or Update Multiple InvoicesCreates or updates multiple invoices in a single request. Each item must include the required fields for creation or at least one identifier for updates.
- Delete a ConversationDeletes an existing conversation.
- Delete a NoteDeletes an existing note.
- Delete a TaskDeletes an existing task.
- Delete a TicketDeletes an existing ticket.
- Delete a Time EntryDeletes an existing time entry.
- Delete a TimesheetDeletes an existing timesheet.
- Delete a UserDeletes an existing user.
- Delete an AssetDeletes an existing asset.
- Delete an InvoiceDeletes an invoice using its Planhat Invoice ID.
- Delete an IssueDeletes an existing issue.
- Get a ConversationRetrieves a specific conversation using its Planhat ID or external ID.
- Get a NoteRetrieves a specific note.
- Get a TaskRetrieves a single task.
- Get a Time EntryRetrieves a specific time entry using its ID.
- Get a TimesheetRetrieves a timesheet by its specific ID.
- Get a UserRetrieves a single specific user.
- Get an AssetRetrieves a specific asset from Planhat using its Asset ID, external ID, or source ID.
- Get an InvoiceRetrieves a single invoice.
- Get an IssueRetrieves a specific issue using its Planhat ID or source ID.
- List AssetsRetrieves a list of assets from Planhat with optional filtering, sorting, and field selection.
- List ConversationsRetrieves a list of conversations with optional filtering, sorting, and field selection.
- List Dimension DataRetrieves all dimension data.
- List IssuesRetrieves all issues from a Planhat account.
- List NotesRetrieves all notes from a Planhat account.
- List TasksRetrieves all tasks.
- List TicketsRetrieves all tickets.
- List Time EntriesRetrieves all time entries.
- List TimesheetsRetrieves all timesheets.
- List UsersRetrieves all users.
Frequently asked questions
Common questions about connecting Bitrix24 and Planhat.
Connect your Bitrix24 and Planhat 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 "Bulk Insert Metrics" in Planhat. Bitrix24 has 11 triggers (including Watch New Companies, Watch New Contacts, and Watch New CRM Items); Planhat has 60 actions (including Bulk Insert Metrics, Bulk Upsert a Conversation, and Bulk Upsert Assets). 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-Planhat 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 Planhat) 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 + Planhat 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 Planhat integration.
- Bitrix24 and Planhat integration source code, module specs and credentials implementation.
- Our Bitrix24 and Planhat integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Bitrix24 and Planhat — 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
- Planhat integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library