Passquare
Log in
‹ CRM integrations

Self-serve Bitrix24 integration

To set up the integration, you need to complete several settings in Bitrix24.

In Passquare settings, set the starting wallet card number. This number must be greater than the numbers of cards already created in the CRM.

  1. Create an incoming webhook in Bitrix24 with access to CRM (`crm`).
  1. Create two outgoing webhooks to `https://core.passquare.com/api/v2/b24`:
  • Contact created (`ONCRMCONTACTADD`);
  • Contact updated (`ONCRMCONTACTUPDATE`).
  1. Open a contact card and add these fields:
  • Card install link (universal link for Apple Wallet and Google Wallet);
  • Card number;
  • Push message;
  • Any other fields you want to show on cards, for example balance, bonus, discount, delivery date, or others.
  1. Create an Issue card field with a yes/no format. The finished field looks like a checkbox. If this field is missing, cards will be issued to all customers in Bitrix24 during sync.
  1. Write down the IDs of all fields you will show on wallet cards, plus the Issue card field ID. If you have trouble getting field IDs, contact Bitrix24 support.

Example of the list you should have:

  • Issue card UF_CRM_xxxxxxxxxxxxx;
  • Card install link UF_CRM_xxxxxxxxxxxxx;
  • Card number UF_CRM_xxxxxxxxxxxxx;
  • Push message UF_CRM_xxxxxxxxxxxxx;
  • Balance UF_CRM_xxxxxxxxxxxxx;
  • Bonus UF_CRM_xxxxxxxxxxxxx;
  • Discount UF_CRM_xxxxxxxxxxxxx;
  • Delivery date UF_CRM_xxxxxxxxxxxxx.
  1. Open your Passquare account and go to Integration. If a demo period is active, end it.
  1. Click the CRM system field and select Bitrix24 from the drop-down list.
  1. In the Server field, enter the incoming webhook URL from step 1 in this format:

https://{your_account}.bitrix24.ru/rest/x/xxxxxxxxxxxxxxxx/

  1. Leave the Login, Password, Program ID, and Organization ID fields empty.
  1. Fill in Additional parameters.

{ "variables": { "Bitrix24_balance_field_id": "balance", "Bitrix24_bonus_field_id": "bonus", "Bitrix24_discount_field_id": "discount", "Bitrix24_issue_card_field_id": "sync", "Bitrix24_delivery_date_field_id": "deliverydate" }, "card": { "number": "Bitrix24_card_number_field_id", "link": "Bitrix24_card_install_link_field_id" }, "formUrl": "Passquare_new_card_registration_form_URL/" }

These fields sync automatically: First name, Last name, Phone, Email, Birthday. You do not need to enter identifiers for these fields in the integration settings. If you add your own fields, such as delivery date, create matching variables in Passquare under Settings → Variables, for example `deliverydate`. You can copy the card registration URL in Passquare under Card issuance → Edit form → Installation → Form URL.

  1. Open the Hooks tab and enter the webhook keys in the fields.
  1. Click Save, then turn the integration on.
  1. If you already have issued cards in your Passquare account, go to Customers and, in the lower-right corner, click Write to CRM.

Integration details

  • Bonus accrual and redemption, and discounts, are configured and processed in your Bitrix24 system.
  • The wallet card is synced with the Bitrix24 contact card.
  • Integration and automatic data updates are available on any paid Bitrix24 plan.
  • After a card is issued, the customer and card usually appear in Bitrix24 within a few minutes to a few hours. The maximum delay is 24 hours. Timing depends on system load and the update queue.
  • When customer data changes in Bitrix24, Passquare and the customer card update within a few minutes to a few hours. The maximum delay is 24 hours. Timing depends on system load and the update queue.