Create new company
Create new contact
Change responsible person
Create using source
Action parameters
Create using source - select the type of the new entity.
Deal pipeline - select a deal pipeline if you've selected the "deal" type of the new entity.
Don't close activity after conversion - if the option is enabled, related activities won't be closed after a new entity has been created.
Get CRM Data
Action parameters
Entity ID - the ID of the CRM entity.
Entity type - select the type of entity you want to fetch field values for (Contact, Company, Lead, Deal).
Select fields - select fields you want to fetch the values of.
Print version - enable this option to get the values in understandable and printable form.
Activity
Action parameters
Subject - the title of a new activity.
Description - detailed information about the activity.
Responsible person - select a user who will be responsible for the activity.
Important - the activity will be marked as "Important" if this option is enabled.
Auto complete activity when status is updated - enable this option to auto complete the activity when lead/deal status is updated.
Waiting for lead status
Action parameters
Lead ID - identification number of the lead.
Status - select one or more statuses to wait on. The workflow will wait until the lead has moved to the selected or final status.
Send SMS
Action parameters
Message text - specify the message text that will be sent to a client.
Provider - select an SMS provider that will be used for sending the SMS message. Providers can be connected to your Bitrix24 via the Marketplace apps.
Recipient type - select the recipient type (employee or client).
Google AdWords Advertisements
Facebook Advertisements
Send email
Action parameters
From - select or add an email address that an email will be sent from.
Subject - specify the subject of the email.
Message text - specify the text of the message.
Text type - select the text type (BBCode or HTML).
Client address type - select the client address type. For example, if a client has several email addresses, you can select the one that the email will be sent to.
Attachment type - select the attachment type. You can select Document files and select the field which value will be attached to an email (if you want to attach a file, you may need to create a custom File field), or you can select Drive and attach files stored on Bitrix24 Drive.
Enable click tracking - enable this option if you have a link in your email and want to track this link clicks (for example, to use an "Email link clicked" trigger).
Schedule a call
Action parameters
Subject - the activity name for a manager.
Start date - the call start date and time.
End date - the call end date and time.
Description - additional information for your manager.
Remind in and Reminder interval - reminder parameters.
Responsible person - select a manager that will be responsible for this activity.
Important - the activity will be marked as "Important" if this option is enabled.
Schedule a meeting
Action parameters
Meeting subject - the activity name for a manager.
Start date - the meeting start date and time.
End date - the meeting end date and time.
Description - additional information for your manager.
Location - the meeting location.
Remind in and Reminder interval - reminder parameters.
Responsible person - select a manager that will be responsible for this activity.
Important - the activity will be marked as "Important" if this option is enabled.
Create new deal
Create new lead
Change status
Action parameters
New status - specify a new status.
Change on behalf of - select a user that will be displayed as the one who has changed the status.
Add CRM event
Waiting for deal stage
Action parameters
Deal ID - ID of the deal that the workflow will wait for.
Stage - select one or more stages to wait on. The workflow will wait until the deal has moved to the selected or final stage.
Waiting for lead status
Action parameters
Lead ID - ID of the lead that the workflow will wait for.
Status - select one or more statuses to wait on. The workflow will wait until the lead has moved to the selected or final status.
Add to exceptions
Add comment
Book a resource
Cancel booking
Wait
Create CRM Document
Create contact for lead
You can select the responsible person for the new contact.
