Sign in to your Bukza account.
Go to the Configuration screen and open Templates and integrations.
Click Create Bitrix24 configuration and enter your Bitrix24 webhook URL and click Get configuration.
In Bitrix24 open the Applications section and click Add application.
After that, select Inbound webhook.
In the Assign permissions section click Select.
Select CRM and save.
After that, copy the webhook to call REST API and paste to Bukza.
To avoid creating a duplicate contact, set the Search for duplicates by phone number or Search for duplicates by email checkboxes or both of them.
Contacts and companies are searched first by phone, then by e-mail.
If a contact or company is found, they are attached to the lead.
Add all required fields only to the lead.
If you work in simple CRM mode, the created lead is automatically converted into a deal and contact.
Specify the rules for transferring fields (for more information, read a section below).
Open the settings.
Click the Forms and report settings tab and open Custom Fields.
In the opened window add the desired fields to the lead type.
You can also add a comment with order data to the lead, deal and contact.
In the comment there will be an order summary:
If in Bitrix24 you have added new fields or updated the values of existing ones be sure to click Refresh Configuration in Bukza and save the settings.
To create a lead with the necessary fields, click Add Field.
In the window, select the Bukza field where the data will be taken from.
Then select the Bitrix24 field where you want to transfer this data.
All fields from Bukza are converted to strings with some notes:
Check box values are converted to '+' and '-'.
For dates, you can specify your own format, for example, 'dd.MM' for a short date or 'HH:mm' for time.
If you leave the format empty then the default Bitrix24 date format will be used:
Select the fields Start UTC and End UTC in the Bukza .
The total share count is '0' when the price option for the whole resource was booked, but the share count of this specific price option is '1' in this case.
To correctly transfer the values of lists and multi-lists, their values must exactly match the values of fields in Bukza.
If they do not match, you will need to create more complex transfer rules.
Read more about this below.
Imagine that you have price options for the whole resource: Rate A, Rate B, Rate C.
But in Bitrix24, they are presented as a list of values: A, B, C.
In this case, you will need to configure a separate field transfer rule for each price option.
In each rule, you need to set the settings like this:
Finally you will have a configuration like this:
It is possible to send an order to Bitrix24 on the order management screen.
You can also send an order to Bitrix24 using a button or automatically when certain events occur.
To do this, create a trigger and add a task with an action Send order to Bitrix24
Read more about how triggers work here