The action adds an event to the History tab of the CRM entity form.

• Event type - select the event type from the list: Information, Phone call or Email has been sent.

• Message text - specify the text that will be added to the Description field in the History tab.

• Created by - select the user on whose behalf an event will be created.

After the launch of the business process, this action will create an event in the History tab of the CRM entity form.

The action adds a comment to the CRM entity timeline.

• Comment - specify the text of the comment. You can use BBCode tags ([b], [i], [s], [u], [url]).

• Created by - select the user on whose behalf a comment will be added.

The action adds email addresses and phone numbers to Facebook target audience.

The action adds email addresses and phone numbers to Google AdWords target audience.

The action adds an entity to the list of exceptions.

The action adds a product to the CRM entity.

• Product ID - select the needed product or specify its ID.

• Price - enter the product price.

• Quantity - specify the product quantity.

• Discount, % - provide a discount on the product if necessary.

For example, you can add a product to a deal with the help of this action.

The action reserves a resource. You need to create the Book a resource field in a lead/deal form first.

• Field - select a field from the existing fields of the resource booking type.

• Service - specify the services that you need to book.

• Start date - set the booking date and time. You can add it through the Insert Value form or choose a specific date in a pop-up calendar.

• Duration - specify the service duration.

• Employees - select the users responsible for the service.

The action cancels any booking in the selected field of a deal/lead form.

Field - select a field from the existing fields of the resource booking type.

You can use the action to change observers.

• Apply action to observers - select the action to take: add, change or delete an observer.

• Observers - specify a user or a group of users to be affected by the action.

The action moves an entity to the specified pipeline.

Pipeline - select a pipeline from the list or specify it through the Inseft Value form.

The action changes the person responsible for the CRM entity.

New responsible person - specify a new responsible person for the entity.

Change on behalf of - specify on whose behalf the new responsible person will be assigned.

• In random order - a random employee is selected from the queue, except the one who is already responsible for the entity.


• First available - the next employee in the queue will be responsible.


• In specified order - the specified employee or the first from the list will be responsible.

• Yes - no leads or deals will be assigned to employees who have an absence specified in the schedule. The next or a random employee from the queue will be selected depending on the value in the Select new responsible person option.


• No - an absence in the schedule will not affect the assignment of an employee to be responsible.

This action allows you to change a lead status or a deal stage.

New stage - set the stage to move the entity.

The action creates a new deal from the current deal.

• Deal name - specify the name of the new deal. By default, the name of the current deal is used =Document:TITLE and (Copy) is added in the end.

• Move to pipeline - select a pipeline from the list or specify it through the Inseft Value form.

• Initial stage - specify the stage at which the deal will be created.

• Responsible person - select the user responsible for the new deal.

The action copies or moves products from the current entity to the specified one.

• Target - select the CRM entity type from the list.

• Target ID - identify the entity where the products are to be copied or moved.

• Action - specify whether to copy or to move the products.

The action creates a CRM entity and fills out specified fields in it.

The action creates a contact and marks the lead as the repeat lead.

Responsible person - assign a user to be responsible for the contact being created.

Select a document template from the list, and the action will create a new CRM document.

• Template - specify the template by which the document will be created.

• Wait for PDF fconversion to complete - if Yes is selected, the action will not be finished until the document is converted to PDF.

• With signature and stamp - add signature and stamp to the document (must be previously specified in your company settings).

• Create public link - a public link will be created (i.e. the created document will be available to download via a link).

• My company - specify your company.

• My company details - specify your company details.

• My company bank details - specify bank details of your company.

• Document Fields > Add Field - add custom fields for the document.

The action creates a new company.

The action creates a new contact.

The action creates a new deal.

The action creates a new lead.

The action creates a link to pay for an order online.

Order ID - identify the order.

Let's consider the following example of business process to see how it works.

Enter {{Orders}} parameter in the Create payment link action.

Then add the generated link to the Plan activity action using the Insert Value form.

After the launch of the business process, this action will create an activity with a payment link in the CRM entity form.

The action creates a lead based on the element's details and marks it as the repeat lead. This action is available for the deal workflow templates only.

Lead name - specify the name of the new lead.

Responsible person - select a user responsible for the new lead.

Lead workflow templates

The action creates a new entity (a deal, a contact and/or a company) using a lead as a source. It is similar to the lead conversion process.

• Responsible person - specify who is responsible for the created element.

• 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 (tasks, meetings etc.) won't be closed after a new entity has been created.

Deal workflow templates

The action creates a new item (an invoice and/or a quote) and copies data to it from other items.

• Responsible person - specify who is responsible for the created element.

• Create using source - select the type of the new entity.

The action removes the selected item.

Deletes all products in the entity.

The action changes the Smart Process Automation item.

• SPA item type - select the type from the list.

• Field filter - find the needed SPA item using the filter.

• Select field - select the field which value you want to change.

The action completes the tasks created while in a specific satge of the current deal pipeline.

End tasks created while in stage - select the required stages.

After the launch of the business process, this action will complete the tasks created while in the selected stages.

The action fetches the values of the specified CRM entity fields, depending on the entity type.

• Entity ID – specify the identifier of the entity for which you want to get the field values.

• Entity type – select the type of CRM entities you want to extract fields for: Contacts, Leads, Deals, Companies.

• Select fields – specify the required fields. The list of available fields depends on the selected entity type.

• Print version – enable this option if you want to get the fields values in the printed form.

As a result of the action, the field values of the selected entity will be available in the Additional Results section of the Insert Value form. These values can be used in other workflows actions.

The action gets and sends the information about a specified CRM entity to other automation rules.

The action gets information about the details of the contact/company.

If it is a Contact/Company workflow, the action will get information about the details of the entity in which the workflow is launched.

If it is a Deal/Lead workflow, it will get the details of the linked contact/company.

• Entity Type - select the type of the entity: contact or company, for which you want to get information about the details. This option is NOT displayed if the action is used in the Contact or Company workflow.

• Templates - specify the template of the details.

• Address type - specify the address type from the details.

The action sends payment status information to other automation rules.

Order ID - identify the order.

You can use this action to get the payment ID in the order.

The action sends product information to other automation rules.

Product ID - identify the product.

Let's consider the following example of business process to see how it works.

Enter {{Products}} parameter in the Get product information action.

Then add the needed values to the Add comment to item action using the Insert Value form.

After the launch of the business process, this action will add a comment with the required information about the product.

You can use the action to change the values of the linked company's fields.

• Add condition - when you click, a new line is added, in which you have to select an existing field from the list and specify its new value.

• Add field - opens the form for adding a new field. After creating the field, specify its value.

• Don't overwrite, append to multiple fields instead - if the field is multiple, select Yes to add a new value to the list of options. Otherwise the old value will be overwritten.

• Change on behalf of - specify on whose behalf the change will be made.

You can use the action to change the data of a linked contact.

• Add condition - when you click, a new line is added, in which you have to select an existing contact field from the list and specify its new value. In this way you can change all necessary fields in one action.
• Add field - opens a form for adding a new field. After creating the field, specify its value.
• Don't overwrite, append to multiple fields instead- if the field is multiple, select Yes to add a new value to the list of options. Otherwise the old value will be overwritten.
• Change on behalf of - specify on whose behalf the change will be made.

The action changes the details of a contact/company.

• Entity type - select an entity type from the list: contact or company.

• Templates - specify a template of details.

• Address type - specify the address type from the details.

The action creates and assigns a new activity to the person responsible for the CRM entity.

• Title - specify the title of the activity.

• Things to do - instruct the employee to perform the required actions.

• Date - specify the activity deadline.

• Responsible person - specify who is responsible for the created activity.

• Auto complete activity when status is updated - if the option is enabled, the activity will be considered completed after the lead/deal moves to another stage.

The action changes status to Paid in the order form.

The action sends SMS to a client.

• 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.

The action sends an email to a client.

• From - select an email address that an email will be sent from. Auto select option means that the sender email address is selected from the list of the connected mailboxes (the first one). Also, you can add a new sender (connect a new email address).

• 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.

The action pauses the workflow until a deal gets to a certain stage.

• Deal ID - deal identifier. You can use the Insert Value Form for convenience.
• Stage - select one or more stages to wait for. The workflow will wait for the deal to move to the selected stages or the final stage.

The action pauses the workflow until a lead gets to a certain status.

• Lead ID - lead identifier.

• Status - specify the status, on reaching which the process will continue its execution.