Bit CRM WP ERP Integration with Bit Flows

Create a New Workflow in Bit Flows

Go to:

Bit Flows → Create Workflow → Add Trigger

Select:

Trigger App

Bit CRM

Trigger Event

A Lead is Created

Description:

This trigger starts the workflow whenever the A Lead is Created event occurs in Bit CRM.

Connect Your Bit CRM

Select the Bit CRM source you want to automate and complete the connection settings required for the chosen trigger event.

Configure:

• The available source or event settings
• The incoming data provided by the trigger
• Any required connection information

The available options and data depend on the selected platform and trigger event.

Add WP ERP as an Action

Click:

Add Action → WP ERP

Select an Action Event:

• Create contact When “A Lead is Created” occurs in Bit CRM, use the submitted data to run “Create contact” in WP ERP.
• Update contact When “A Lead is Created” occurs in Bit CRM, use the submitted data to run “Update contact” in WP ERP.
• Delete contact When “A Lead is Created” occurs in Bit CRM, use the submitted data to run “Delete contact” in WP ERP.

Description:

This action sends data from Bit CRM to WP ERP and performs the selected supported operation automatically.

Map Bit CRM Data with WP ERP Inputs

Map the available data from Bit CRM to the compatible inputs provided by the selected WP ERP action.

The exact values and inputs depend on the selected trigger and action events, so only map data exposed by those events.

Test and Activate Workflow

Run the A Lead is Created trigger and verify the selected WP ERP actions:

• Confirm that Create contact completes successfully and processes the mapped data in WP ERP.
• Confirm that Update contact completes successfully and processes the mapped data in WP ERP.
• Confirm that Delete contact completes successfully and processes the mapped data in WP ERP.

Then activate your workflow.