Битрикс24 and YCLIENTS automations

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

65 scenarios

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