Job description
🔎 Connect Gravity Forms with Bitrix24 and save data to Google Docs cloud.
I need a freelancer to help me set up an integration between Gravity Forms and Bitrix24 platform using Make.
The main goals of the integration are:
Customers:.
- Check if customer data is already present in Bitrix24. If so, update them based on the information from the Gravity Forms form.
- If the customer is not yet registered in Bitrix24, create a new account for them based on the information collected in the form.
- Automatically create deals in Bitrix24 for each customer contact.
Save files:.
- Save the files used in the form to the corresponding folder in Google Docs cloud. The folder name should include "Entity Name" and "TIN".
- Create summary statements: Summary statement files should be saved as "Summary Statements - Entity Name - TIN".
- Creating individual files: Individual files should be saved as "Last Name - Entity Name - TIN".
