sales-bitrix24

Name: sales-bitrix24
Author: sales-skills

86stars9forks

How to install sales-bitrix24?

sales-skills/sales/sales-bitrix24

$npx -y skills add sales-skills/sales --skill sales-bitrix24

Installs into the current project.

Summary

Bitrix24 (bitrix24.com) platform help — free-forever all-in-one business suite with a full CRM (leads, deals, pipelines/funnels, contacts, companies, Smart Process Automation), plus tasks/projects, omnichannel contact center, sites/store builder, marketing, and collaboration; clo

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SKILL.md

1	# Bitrix24 Platform Help
2
3	## Step 1 — Gather context
4
5	If `references/learnings.md` exists, read it first for accumulated platform knowledge.
6
7	1. What are you trying to do?
8	- A) Add/update/list leads or deals (and map pipelines/stages) via the REST API
9	- B) React to CRM changes with outbound webhooks (ONCRMDEALADD/UPDATE, ONCRMLEADADD)
10	- C) Pick an auth method — inbound webhook (your own portal) vs OAuth 2.0 (an app)
11	- D) Batch many calls / handle rate limits
12	- E) Set up CRM structure — pipelines, stages, Smart Process Automation, contact center
13	- F) Decide Free vs paid tier, or cloud vs self-hosted on-prem
14
15	2. Your portal or someone else's? Automating your account → inbound webhook. Building an app others install → OAuth 2.0.
16
17	Skip-ahead rule: if the user's prompt already provides enough context, skip to Step 2.
18
19	## Step 2 — Route or answer directly
20
21	\| If the question is about... \| Route to... \|
22	\|---\|---\|
23	\| Choosing a CRM across vendors (Bitrix24 vs HubSpot/Pipedrive/Zoho/Keap), or CRM/RevOps strategy tradeoffs across tools \| `/sales-crm-selection {question}` \|
24	\| Generic iPaaS wiring to an ESP/other app \| `/sales-integration {question}` \|
25	\| Omnichannel/contact-center or marketing strategy \| `/sales-do {describe the goal}` \|
26
27	When routing, give the exact command, e.g. "This is a selection question — run: `/sales-crm-selection free CRM for a solo founder`".
28
29	## Step 3 — Bitrix24 platform reference
30
31	Read `references/platform-guide.md` for the full reference — the module map (CRM vs tasks vs contact center vs sites), the free-vs-paid + cloud-vs-on-prem model, the CRM data model (lead/deal/pipeline shapes), and quick-start recipes (create a deal; subscribe to a deal event; batch).
32
33	Read `references/bitrix24-api-reference.md` for the integration surface — the method-based REST API (`https://{portal}.bitrix24.com/rest/{user_id}/{webhook_code}/{method}`), inbound vs outbound webhooks, OAuth 2.0 for apps, the core `crm.` methods (`crm.deal.add`/`.list`/…, `crm.lead.`, `crm.item.` for SPA), `{result,time}` responses, `batch`* (50 commands/request), and rate limits.
34
35	Answer using only the relevant section. Don't dump the full reference.
36
37	## Step 4 — Actionable guidance
38
39	Focus on the user's specific situation:
40
41	- It's RPC, not resource-REST. You call methods (`crm.deal.add`, `crm.lead.list`) on a URL, not `GET /deals`. Each entity has `*.add/.update/.get/.list/.delete/.fields`.
42	- Inbound webhook for your own portal. A static URL with a secret code (Developer resources → Incoming webhook), no expiry, scoped by permissions — simplest for automating your account. Use OAuth 2.0 only for multi-tenant/Market apps.
43	- Pipelines = `CATEGORY_ID`, stages = `STAGE_ID`. A deal's funnel is `CATEGORY_ID` (0 = default) and its column is `STAGE_ID` (a `crm_status`) — get valid values from `crm.dealcategory.` / `crm.status.` before writing.
44	- Events carry only the ID. Outbound webhooks (`ONCRMDEALUPDATE`, …) POST `{event, data:{FIELDS:{ID}}}` + an app token — verify the token, then `crm.deal.get` for current data; dedupe.
45	- Batch to survive rate limits. Bitrix24 throttles (~2 req/sec) — use `batch` (up to 50 commands, with `$result[...]` chaining) and back off on errors.
46	- Free-forever is the hook. Unlimited users on the free plan makes it a popular free Keap/Ontraport/Zoho alternative; paid tiers add automation/SPA depth, and on-prem (Self-Hosted) is available if you need to host it.
47
48	If you discover a gotcha, workaround, or tip not covered in `references/learnings.md`, append it there.
49
50	## Gotchas
51
52	> Best-effort from research (2026-06) — features/pricing verified against the marketing site + API docs; confirm in-account.
53
54	1. Method-based RPC API. No `GET /deals`; it's `crm.deal.l

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Type

sales-bitrix24

86stars9forks

View on GitHub

How to install sales-bitrix24?

sales-skills/sales/sales-bitrix24

$npx -y skills add sales-skills/sales --skill sales-bitrix24

Installs into the current project.

Summary

Files · 1

View on GitHub

SKILL.md

1	# Bitrix24 Platform Help
2
3	## Step 1 — Gather context
4
5	If `references/learnings.md` exists, read it first for accumulated platform knowledge.
6
7	1. What are you trying to do?
8	- A) Add/update/list leads or deals (and map pipelines/stages) via the REST API
9	- B) React to CRM changes with outbound webhooks (ONCRMDEALADD/UPDATE, ONCRMLEADADD)
10	- C) Pick an auth method — inbound webhook (your own portal) vs OAuth 2.0 (an app)
11	- D) Batch many calls / handle rate limits
12	- E) Set up CRM structure — pipelines, stages, Smart Process Automation, contact center
13	- F) Decide Free vs paid tier, or cloud vs self-hosted on-prem
14
15	2. Your portal or someone else's? Automating your account → inbound webhook. Building an app others install → OAuth 2.0.
16
17	Skip-ahead rule: if the user's prompt already provides enough context, skip to Step 2.
18
19	## Step 2 — Route or answer directly
20
21	\| If the question is about... \| Route to... \|
22	\|---\|---\|
23	\| Choosing a CRM across vendors (Bitrix24 vs HubSpot/Pipedrive/Zoho/Keap), or CRM/RevOps strategy tradeoffs across tools \| `/sales-crm-selection {question}` \|
24	\| Generic iPaaS wiring to an ESP/other app \| `/sales-integration {question}` \|
25	\| Omnichannel/contact-center or marketing strategy \| `/sales-do {describe the goal}` \|
26
27	When routing, give the exact command, e.g. "This is a selection question — run: `/sales-crm-selection free CRM for a solo founder`".
28
29	## Step 3 — Bitrix24 platform reference
30
31	Read `references/platform-guide.md` for the full reference — the module map (CRM vs tasks vs contact center vs sites), the free-vs-paid + cloud-vs-on-prem model, the CRM data model (lead/deal/pipeline shapes), and quick-start recipes (create a deal; subscribe to a deal event; batch).
32
33	Read `references/bitrix24-api-reference.md` for the integration surface — the method-based REST API (`https://{portal}.bitrix24.com/rest/{user_id}/{webhook_code}/{method}`), inbound vs outbound webhooks, OAuth 2.0 for apps, the core `crm.` methods (`crm.deal.add`/`.list`/…, `crm.lead.`, `crm.item.` for SPA), `{result,time}` responses, `batch`* (50 commands/request), and rate limits.
34
35	Answer using only the relevant section. Don't dump the full reference.
36
37	## Step 4 — Actionable guidance
38
39	Focus on the user's specific situation:
40
41	- It's RPC, not resource-REST. You call methods (`crm.deal.add`, `crm.lead.list`) on a URL, not `GET /deals`. Each entity has `*.add/.update/.get/.list/.delete/.fields`.
42	- Inbound webhook for your own portal. A static URL with a secret code (Developer resources → Incoming webhook), no expiry, scoped by permissions — simplest for automating your account. Use OAuth 2.0 only for multi-tenant/Market apps.
43	- Pipelines = `CATEGORY_ID`, stages = `STAGE_ID`. A deal's funnel is `CATEGORY_ID` (0 = default) and its column is `STAGE_ID` (a `crm_status`) — get valid values from `crm.dealcategory.` / `crm.status.` before writing.
44	- Events carry only the ID. Outbound webhooks (`ONCRMDEALUPDATE`, …) POST `{event, data:{FIELDS:{ID}}}` + an app token — verify the token, then `crm.deal.get` for current data; dedupe.
45	- Batch to survive rate limits. Bitrix24 throttles (~2 req/sec) — use `batch` (up to 50 commands, with `$result[...]` chaining) and back off on errors.
46	- Free-forever is the hook. Unlimited users on the free plan makes it a popular free Keap/Ontraport/Zoho alternative; paid tiers add automation/SPA depth, and on-prem (Self-Hosted) is available if you need to host it.
47
48	If you discover a gotcha, workaround, or tip not covered in `references/learnings.md`, append it there.
49
50	## Gotchas
51
52	> Best-effort from research (2026-06) — features/pricing verified against the marketing site + API docs; confirm in-account.
53
54	1. Method-based RPC API. No `GET /deals`; it's `crm.deal.l

People who liked this also viewed

6 picks

Type