You can connect Bitrix24 to your WhatsApp workflows using the Workflow Builder, no code required. Use triggers to react to changes in Bitrix24 and actions to create or update Bitrix24 records automatically.
Triggers start a workflow when something changes in Bitrix24:
Watch Contacts - fires when a contact is created or updated
Watch Leads - fires when a lead is created or updated
Watch Deals - fires when a deal is created or updated (including stage changes)
Watch Companies - fires when a company is created or updated
Watch Activities - fires when an activity is created or updated
Actions let your workflow write data back to Bitrix24.
Each action works across the main Bitrix24 modules: Leads, Contacts, Deals, Companies, and Activities.
Create Record - create a new record in the selected module
Update Record - update an existing record (for example, move a deal to a different stage)
Search Record - find records by field values (email, phone, deal name, etc.)
Get Record by ID - retrieve a specific record by its ID
Example Workflows:
WhatsApp β Bitrix24: An incoming WhatsApp message triggers a workflow that finds or creates a Bitrix24 Lead and logs the message as an Activity.
Bitrix24 β WhatsApp: A deal moves to a specific stage in Bitrix24, triggering a workflow that sends a personalized WhatsApp message via TimelinesAI.
When to use Workflow Builder vs. alternatives
Workflow Builder (recommended) - Runs natively inside TimelinesAI and is included in your TimelinesAI plan, no separate subscription, and the bundled transaction allowance is more generous than a standalone Zapier plan. Extra transactions can be topped up on demand. Best when you need triggers based on WhatsApp events or simple Bitrix24 CRUD actions.
Make.com - Use for complex multi-step scenarios, see Bitrix24 CRM & Make.com. Please note this requires a separate Make subscription.
Existing Bitrix24 connector - Connection setup is covered in Connecting Bitrix24 to Workflow Builder via the app.
To set the Workflow Builder:
Open Workflow Builder from the left sidebar of TimelinesAI.
Create a new workflow.
Select Bitrix24 as the app for your trigger or action.
Connect your Bitrix24 account when prompted β see the connection guide.
Configure the trigger or action fields and activate your workflow.
Learn more in the Workflow Builder overview.
