Bitrix24 offers various tools to automate routine tasks and processes.
Automation in CRM
Explore the automation options available in CRM.
Automation rules and triggers. Automate daily CRM activities with rules and triggers to save time. Learn the basics with these articles:
- Sales automation page in CRM
- Automation rules in CRM
- Triggers in CRM
- Conditions in automation rules
- Variables and constants in automation rules
- Time settings in automation rules
Dive into the details of rules and triggers:
- Helper automation rules
- Automation rules for employees
- Automation rules and triggers in CRM: Employee monitoring and control
- Automation rules: Employee alerts
- Automation rules: Customer communication
- Triggers: Customer communication
- Automation rules: Customer information
- Automation rules: Workflow automation
- Automation rules: Repeat sales
- Automation rules: Manage workflow items
- Triggers: Manage workflow items
- Automation rules and triggers in CRM: Task management
- Automation rule: Create CRM document
- Trigger: Document opened
- Automation rules: Edit variable and Math operations
- Create QR code automation rule and Scan QR code trigger
- Create QR code automation rule and Scan QR code trigger description
- Profit calculation
Discover how to set up and manage automation rules and triggers:
- Create automation rules and triggers
- Copy and move automation rules
- Disable automation rules and workflow actions
- Delete automation rules and triggers
- Automation rule test mode
- Automation rule test mode: Test using demo deal
- Automation rule test mode: Test using real life deal
- Automation rule statuses and log entries
Smart scripts. Automate CRM operations with smart scripts that can be run as needed, independent of specific stages.
Smart scripts in CRM
Smart Process Automation (SPA). Create a customizable CRM item type with its own fields, kanban stages, automation rules, and more.
- Smart Process Automation in CRM
- Create Smart Process Automation in CRM
- Configure Smart Process Automation in CRM
- Custom fields in invoices and Smart Process Automation
- Smart Process Automation in mobile CRM
- Example of SPA work
Automated solutions
Automated solutions are a separate section for SPA that can be used to automate the work of any department of a company.
- Automated solutions: automate work of company departments
- Create SPA for automated solutions
- Configure automated solutions
Task automation
Configure various scenarios of working with tasks using templates, rules, and triggers.
- Task templates
- Automation rules and triggers in tasks
- Set up triggers in tasks
- Delete automation rules in tasks and projects
Robotic Process Automation (RPA)
Automate internal company processes not linked to CRM.
