Битрикс24 and Microsoft Teams automations

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

116 scenarios

Turn Microsoft Teams messages into Bitrix24 tasks
Saved chat messages become tasks
Messages from Microsoft Teams become Bitrix24 tasks
Chat messages turned into tasks
Tasks from one Microsoft Teams mirrored in the other
New Bitrix24 contacts — into Microsoft Teams audiences
Completed Bitrix24 tasks — posted to Microsoft Teams
Tasks from one Microsoft Teams appear in the other
Contacts from Bitrix24 into Microsoft Teams audiences
Personal tasks flow into the team Microsoft Teams
Move tasks from one Microsoft Teams to the one you actually use
Tasks sync into your other Microsoft Teams
Tasks from one Microsoft Teams — copied into the other Microsoft Teams
Tasks from one task manager, mirrored in the other
Copy tasks from one Microsoft Teams to another
A booked meeting — a CRM task and a reminder
Cutting a release with a chat command
Incident alerts — to everyone, everywhere at once
A daily birthday reminder to your messenger
A form request — a tracker task and a team alert
A landing-page lead — into CRM, a task and chat at once
A weekly leads-and-deals report — to your messenger
All work accounts for a new hire from one form
Unpaid-invoice control: task and email — on their own
A task and an alert on every deal move in your CRM
Which channel brings deals — a per-source breakdown in Microsoft Teams
Meeting notes turned into tasks and a summary
Lead scoring and routing: hot leads straight to sales
Urgent tasks that don't stall
Automatic bug triage: priority, ticket, team alert
Inbound leads scored, with alerts and draft replies for the hot ones
A morning task plan from bitrix24 to Microsoft Teams
Onboarding a hire from a form: chats, a task and access
Customer-feedback triage with tickets — automatically
New-lead handling: CRM entry, team alert and reminder
Fast-track VIP support tickets — instant task and alert
Incoming messages routed to the right team
A morning briefing of today's tasks in your chat
Cold deals close themselves — and bring back feedback
An idea from your notes into a ready plan to approve
Tickets prioritized by importance, tasks created for you
Bug reports turned into proper tickets
Data-load failure monitoring with tasks and alerts
Sales cycle analysis and recommendations — automatic
Urgent tickets become tasks and an instant team alert
High-value lead alerts — to chat, sheet and calendar
Compare each proposal against your winners and find the gaps
Client onboarding from a single form: folder, contact, channel, tasks
Scoring and routing leads from form submissions
Payment dispute alerts with automatic task creation
Hiring spikes at your accounts — straight to team chat
Contract renewal reminders: an email to the client, a task for the rep
A lead replies — the CRM card updates and a task lands on a rep
New-issue triage: task, notification, reply to the author, and a logged row
Capture and route leads from every channel
Critical bugs from testing escalated straight to tickets and engineering chat
Stock sentiment from social media — into tasks and alerts
Release notes, a QA task and team alerts — straight from a version tag
Meeting attendance: a log, the late list and a summary in your chat
Morning briefs for your meetings — who and where from
Client renewal reminders — ahead of time
Ticket triage and escalation with response-time control
A client deck built from a call recording — automatically
Re-engage stalled leads with a ready-made email
Collect client reviews and summarize them to chat automatically
A daily launch digest — with a task for each notable one
A daily numbers summary — to chat and email
Failed-login detection with tickets and alerts
Automatic follow-ups on stalled deals
Enrich leads and get alerts on strong ones
Jira epic health tracking with risk alerts
Error-log watch with automatic tickets
Cross-tool task dependencies, reconciled every night
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Data-quality watch that alerts only on real issues
A sales leaderboard with a personal word to the team — automatically
Website leads — enrichment, scoring and routing to CRM
Meeting prep that arrives on its own — contact, deals, company and talking points
Website lead scoring — a task for the rep only on the strong ones
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Incident response — ticket, alert, and report in seconds
Catch churning customers early: record updated, task created, team alerted
Client onboarding after a won deal
Turn security-scanner findings into tasks — no duplicates
Release notes from closed tasks — published everywhere at once
Invoices from email into accounting, with approval
Content ideas from your audience's real pain points
IT tickets by voice from Telegram — straight into bitrix24
A morning traffic summary for your site — in plain words
Route change requests by the rules — no manual triage
A daily goals report: what's on plan and what's behind
Change request routing: tickets, audit trail and notifications
Reorder recommendations from your stock table — automatically
Early warning for a reputation crisis
Morning reminders of birthdays and name days
Tell customers their bug is fixed — the moment the issue closes
Incoming lead sorting and routing — automatically
Website leads straight into CRM deals, with a team alert