All templates

Automated Bitrix24 Weekly Deal Export

Every Friday, WebRun opens Bitrix24, compiles every deal that moved, closed, or was created this week into a single report, saves it to Google Drive under a dated file name, and texts the sales manager on Twilio as soon as the export is ready to review.

Deploy this workflow Browse all templates
Runs on WebRun · Strict Lockdown policy
Every Friday at 5:00 PM WebRunorchestrates each step
1 Bitrix24 compile this week's deal activity
2 Google Drive save the export as a report
3 Twilio text the manager the export is ready
In short

How do I get a weekly export of my Bitrix24 pipeline automatically?

Every Friday, WebRun opens Bitrix24 and compiles every deal created, updated, or closed that week into a single report with stage totals. It saves the file to Google Drive under a dated name and texts the sales manager on Twilio as soon as it is ready, so a clean weekly export is waiting without anyone building it by hand.

  • A dated pipeline report lands in Drive every week without manual work
  • The manager is texted the moment the export is ready
  • Stage totals make trends visible at a glance

Built for sales operations · SMB sales teams · sales managers · CRM admins

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens bitrix24.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Bitrix24 - compile this week's deal activity
    bitrix24.com
    WebRun in Bitrix24: compile this week's deal activity
    WebRun opens Bitrix24 to compile this week's deal activity.
    • Open Bitrix24 and pull every deal created, updated, or closed this week
    • Capture the stage, value, and owner for each
    • Group the totals by stage

    Done when This week's full deal activity has been compiled with stage totals.

  3. 2
    Google Drive - save the export as a report
    drive.google.com
    WebRun in Google Drive: save the export as a report
    WebRun opens Google Drive to save the export as a report.
    • Save the compiled report to the shared sales folder
    • Name the file with the week's date range
    • Keep the previous week's report in place for comparison

    Done when This week's deal report is saved in Google Drive with a dated file name.

  4. 3
    Twilio - text the manager the export is ready
    twilio.com
    WebRun in Twilio: text the manager the export is ready
    WebRun opens Twilio to text the manager the export is ready.
    • Text the sales manager once the export has been saved
    • Include the total pipeline value and deal count in the text
    • Link to the file location in Google Drive

    Done when The manager has been texted that the week's export is ready.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
bitrix24.com
ScheduleRuns automatically on this cadence
Every Friday at 5:00 PM
DeliveryHow each run's result reaches you
Weekly export · Google Drive
OutputWhat each run produces - A saved Google Drive report of the week's Bitrix24 deal activity, with a text alert once it is ready.
Report
Setup & safety

Secure by default

Connect once, stays signed in

WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Does it change any deal data in Bitrix24?

No. WebRun only reads deal records to build the export. It never edits, moves, or deletes a deal in Bitrix24.

What is included in the report?

Every deal created, updated, or closed that week, with its current stage, value, and owner, plus a total pipeline value broken down by stage.

Can I get the export more often than weekly?

Yes. The Friday cadence is the default, but the schedule can be changed to daily or any other interval that fits how your team reviews the pipeline.

Keep going

Related templates

Automated 6sense In Market Account Alerts
Every Monday, WebRun checks 6sense for accounts showing high buying intent that have not been contacted by a rep in the last two weeks, alerts the account team in Microsoft Teams, and creates a Trello card so each one gets a follow up owner.
6sense›Microsoft Teams›Trello
Automated Act! CRM Renewal Tracking
Every morning, WebRun checks Act! for customers with an upcoming contract or subscription renewal, logs the reminder list to Google Sheets, and checks Gmail for any renewal related reply already received.
Act!›Google Sheets›Gmail
Automated Adapt.io Daily Contact Digest
Every morning, WebRun pulls the contacts newly matched to your ICP filter in Adapt.io, posts the daily digest to Telegram, and texts the rep on Twilio about a named target account match.
Adapt.io›Telegram›Twilio

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.

Deploy this workflow Talk to us