Битрикс24 and Microsoft SharePoint automations

Ready-made scenarios where Битрикс24 and Microsoft SharePoint work for you: pick one — a copy appears in your account and runs on its own.

67 scenarios

New Bitrix24 land in Microsoft SharePoint by themselves
Tasks from one Microsoft SharePoint land on the other board
Move tasks from bitrix24 to Microsoft SharePoint
Data shaped to the table format — prepared automatically before writing
CRM deals into a sheet — a pipeline snapshot
Lead scoring and routing: hot leads straight to sales
Form feedback turned into tasks across your trackers
Win back abandoned Shopify carts by email and in CRM
CRM company and task from a form submission
An idea from your notes into a ready plan to approve
Contacts tagged by role and seniority — automatically
Tickets prioritized by importance, tasks created for you
Resumes from a folder into a candidate card and a hiring task
Leads from a post's likes and comments — straight to your CRM
Stuck tickets, followed up automatically
Data-load failure monitoring with tasks and alerts
Feedback sorted by sentiment — and every complaint becomes a ticket
Topic legislation tracker with tasks
Team-capacity tracking with over-allocation alerts
High-value lead alerts — to chat, sheet and calendar
Client onboarding from a single form: folder, contact, channel, tasks
Urgent emails from key clients, turned straight into tasks
New-issue triage: task, notification, reply to the author, and a logged row
Scoring and routing leads from form submissions
Capture and route leads from every channel
Meeting attendance: a log, the late list and a summary in your chat
Client renewal reminders — ahead of time
Collect client reviews and summarize them to chat automatically
Failed-login detection with tickets and alerts
Jira epic health tracking with risk alerts
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
A sales leaderboard with a personal word to the team — automatically
Cross-tool task dependencies, reconciled every night
CRM deals synced to a sheet, with a daily email summary
Incident response — ticket, alert, and report in seconds
Campaign and deal analytics — in one table
Re-engaging quiet clients — weekly, without manual tracking
Turn security-scanner findings into tasks — no duplicates
Automatic follow-ups for prospects who went quiet
Content ideas from your audience's real pain points
Release notes from closed tasks — published everywhere at once
Invoices from email into accounting, with approval
A morning traffic summary for your site — in plain words
Reorder recommendations from your stock table — automatically
Change request routing: tickets, audit trail and notifications
Route change requests by the rules — no manual triage
IT tickets by voice from Telegram — straight into bitrix24
Tell customers their bug is fixed — the moment the issue closes
Customer feedback sorted into themes, tasks and a weekly report
A satisfaction survey after every deal, with replies sorted
Incoming lead sorting and routing — automatically
Automatic scenario check with an error report
Lead gathering and drafted emails for approval, sending the approved
A pre-meeting brief: last notes, open tickets, recent changes
A full new-client welcome after the form
Auto-booking demos for high-intent leads
Tasks from your meeting recording, straight into the tracker
An end-of-day report — written by AI and sent for you
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Tester feedback triage: tickets, knowledge base and a reply to the author
Sort email leads and file them into the CRM — by importance
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
AI marketing outreach with reply handling — on autopilot
BANT call qualification and CRM handling — on autopilot