Integrate Bitrix24 with Planfix: Sync Deals, Projects, Contacts

Integrate Bitrix24 with Planfix

A manager closes a deal in Bitrix24, then manually creates a project in Planfix, copying client data and duplicating the technical specification. The production department doesn't see the deal status, and the manager doesn't know the project stage. Information diverges within a week. We solve this with a turnkey integration of the two systems. Our seven years of Bitrix24–Planfix integration experience and certified specialists ensure smooth operation without double entry. We'll assess your project in one day—get a consultation.

Savings on manual data entry reach up to 120,000 RUB per year for a department of five managers.

Why integrate Bitrix24 with Planfix?

Integration eliminates double entry and provides end-to-end transparency: a deal in Bitrix24 is linked to a project in Planfix, statuses sync, and data transfers automatically. Without integration, managers spend up to 30% of their time on manual copying. Order integration and reclaim time for sales.

How to sync deals and projects?

Linking Bitrix24 and Planfix can be done three ways. The choice depends on integration depth and budget:

REST API offers 5× more flexibility than iPaaS solutions. Planfix provides a REST API with API‑key authentication. Bitrix24 offers a REST API with OAuth 2.0 or incoming/outgoing webhooks. Official documentation: Bitrix24 REST API.

// Handler for ONCRMDEALUPDATE event $arFields = $_REQUEST['data']['FIELDS']; if ($arFields['STAGE_ID'] == 'WON') { $deal = CRest::call('crm.deal.get', ['ID' => $arFields['ID']]); $projectData = [ 'name' => $deal['result']['TITLE'], 'client' => $deal['result']['CONTACT_ID'], 'status' => 'in_progress' ]; $result = callPlanfixAPI('project.add', $projectData); CRest::call('crm.deal.update', [ 'ID' => $deal['result']['ID'], 'fields' => ['UF_PLANFIX_PROJECT_ID' => $result['id']] ]); } 

Scenario: Deal → Project

This is the most common case. When a deal in Bitrix24 moves to the "Won" or "In progress" stage:

1. A handler receives deal data via the ONCRMDEALADD / ONCRMDEALUPDATE webhook.
2. A project is created in Planfix via the project.add API: title = deal title, client, deadline, assignee.
3. Inside the project, a set of typical tasks is created from a template—production stages, approvals, shipping.
4. The Planfix project ID is written to a custom field of the Bitrix24 deal for quick navigation.
5. A link to the Bitrix24 deal is stored in the Planfix project—reverse reference.

Scenario: Status sync

When a project in Planfix advances to a new stage, the deal stage in Bitrix24 updates automatically. This is critical for managers: they see progress without logging into Planfix.

Stage mapping is configured individually:

Planfix sends a webhook when a task/project status changes. The handler calls crm.deal.update in Bitrix24.

Scenario: Contact and company sync

The client database is maintained in Bitrix24 as the master source. When creating a project in Planfix:

• If a contact/company doesn't exist in Planfix, it is created.
• Duplicate search is done by email or phone.
• When a contact is updated in Bitrix24, the data is refreshed in Planfix (one-way sync).

Reverse sync (from Planfix to Bitrix24) is usually not needed—CRM remains the master system for client data.

Scenario: Tasks and comments

For tighter integration:

• Comments on the Planfix project are duplicated in the Bitrix24 deal timeline—the manager sees order progress.
• Tasks in Planfix that require manager involvement (approvals, client clarifications) are created as tasks in Bitrix24.
• Files uploaded to Planfix are accessible via a link in the deal card.

What about migrating from Planfix to Bitrix24?

If the goal is to replace Planfix and move project management into Bitrix24:

1. Process audit—which Planfix features are actually used, and which of those Bitrix24 covers.
2. Entity mapping—projects → Bitrix24 groups/projects, tasks → tasks, custom fields → user fields.
3. Data export—via Planfix API: projects, tasks, comments, files.
4. Import into Bitrix24—via REST API: bulk import of tasks, upload files to the drive.
5. Parallel run—2–4 weeks with both systems active for validation.
6. Decommission Planfix—after confirming all processes work in Bitrix24.

Risks of migration: loss of Planfix custom logic (analytics, automation scripts), need to retrain the team, differences in task models (Planfix is more flexible with task hierarchy).

Systems coexistence

Migration isn't always necessary. If Planfix handles project management better than Bitrix24, the systems can work in parallel with integration. Key rules:

• Single source of truth for clients—Bitrix24.
• Single source of truth for projects—Planfix.
• Deals and sales—only Bitrix24.
• Production tasks—only Planfix.
• Bridging—automatic via integration.

Scope of integration work

We provide a full cycle:

• Audit of current business processes and data schemas.
• Integration architecture design (flow diagram).
• Implementation via REST API or iPaaS with custom scripts.
• Webhook and automatic update configuration.
• Testing of all scenarios (including edge cases).
• Integration documentation and operational rules.
• Team training (2–3 hours).
• Post-launch support for 2 weeks.

We'll assess your project in one day—contact us. Order integration and eliminate double data entry.

On a recent project handling 50 deals per month, we cut manual data entry by 10 hours per week, reducing errors to near zero.