STEP 1
Connect Bitrix24 and Wealthbox
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 Wealthbox Integration
Keep Bitrix24 and Wealthbox in sync by integrating their events and actions. When crm events happen in Bitrix24, update the Wealthbox automatically - without any line of code in visual workflow builder.
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Learn about Bitrix24 and Wealthbox
Detailed info you need to know about Bitrix24 and Wealthbox integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Bitrix24 to Wealthbox
Set up your Bitrix24 and Wealthbox integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Bitrix24 and Wealthbox 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 Wealthbox. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Bitrix24 and Wealthbox work in WEXTL?
WEXTL exposes actions and triggers for Bitrix24 and Wealthbox 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 triggersWealthbox 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.
Wealthbox modules
- Complete Workflow StepComplete a workflow step.
- Create a ContactCreates a new contact.
- Create an EventCreate a new event.
- Create an OpportunityCreate a new opportunity.
- Create a NoteCreate a new note.
- Create a ProjectCreate a new project.
- Create a TaskCreate a new task and assign it to a user or team.
- Create a WorkflowCreate a new workflow.
- Delete a ContactDelete a specific contact using its unique identifier.
- Delete an EventDelete an existing event from your account (workspace).
- Delete an OpportunityDelete an existing opportunity from your account (workspace).
- Delete a ProjectDelete an existing project from your account (workspace).
- Delete a TaskDelete an existing task from your account (workspace).
- Delete a WorkflowDelete an existing workflow from your account (workspace).
- Get a ContactRetrieve a specific contact using its unique identifier.
- Get an EventRetrieve a specific event using its unique identifier.
- Get an OpportunityRetrieve a specific opportunity using its unique identifier.
- Get a NoteRetrieve a specific note using its unique identifier.
- Get a ProjectRetrieve a specific project using its unique identifier.
- Get a TaskRetrieve a specific task using its unique identifier.
- Get a WorkflowRetrieve a specific workflow using its unique identifier.
- Get a Workflow TemplateRetrieve a specific workflow template using its unique identifier.
- List CommentsRetrieve all of the comments that are accessible by the user for the specified resource.
- List Contact RolesList all contact roles.
- List ContactsRetrieve a paginated list of contacts.
- List Custom FieldsList all custom fields.
- List EventsRetrieve a paginated list of all of the events that are accessible by the user.
- List NotesRetrieve a paginated list of all of the notes that are accessible by the user.
- List OpportunitiesRetrieve a paginated list of all of the opportunities that are accessible by the user.
- List ProjectsRetrieve a paginated list of all of the projects that are accessible by the user.
- List TagsList all tags.
- List TasksRetrieve a paginated list of all of the tasks that are accessible by the user.
- List TeamsReturn all of the teams associated with the account.
- List User GroupsList all user groups.
- List UsersRetrieve all of the active users for the current account.
- List WorkflowsRetrieve a paginated list of all of the workflows that are accessible by the user.
- List Workflow TemplatesRetrieve a paginated list of all of the workflow templates that are accessible by the user.
- Make an API CallPerform an arbitrary authorized API request to Wealthbox API.
- Revert Workflow StepRevert a workflow step.
- Update a ContactUpdate a specific contact using its unique identifier.
- Update an EventUpdate an existing event.
- Update an OpportunityUpdate an existing opportunity with new properties.
- Update a NoteUpdate an existing note with new properties.
- Update a ProjectUpdate an existing project with new properties.
- Update a TaskUpdate an existing task and assign it to a user or team.
- Watch CommentsTriggers when there are new comments.
- Watch ContactsTriggers when there are new contact records.
- Watch EventsTriggers when there are new wealthbox events.
- Watch NotesTriggers when there are new notes.
- Watch OpportunitiesTriggers when there are new wealthbox opportunities.
Frequently asked questions
Common questions about connecting Bitrix24 and Wealthbox.
Connect your Bitrix24 and Wealthbox 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 "Complete Workflow Step" in Wealthbox. Bitrix24 has 11 triggers (including Watch New Companies, Watch New Contacts, and Watch New CRM Items); Wealthbox has 45 actions (including Complete Workflow Step, Create a Contact, and Create an Event). 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-Wealthbox 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 Wealthbox) 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 + Wealthbox 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 Wealthbox integration.
- Bitrix24 and Wealthbox integration source code, module specs and credentials implementation.
- Our Bitrix24 and Wealthbox integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Bitrix24 and Wealthbox — 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
- Wealthbox integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library