The activity adds an event to the History tab of the CRM entity form.
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 the event will be created.

After you launch the workflow, this activity will create an event in the History tab of the CRM entity form.

The activity adds a comment to the CRM entity timeline.

• Comment: Specify the text of the comment. You can also use these BBCode tags: [b], [i], [s], [u], and [url].
  How to use BBCode tags

• Created by: Select the user on whose behalf the comment will be added.

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

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

The activity adds an entity to the list of exceptions.
Exceptions

This activity 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 needed.

For example, you can add a product to a deal using this activity.

The activity reserves a resource. You need to create the Book a Resource field in a lead or deal form first.
Resource booking: how to manage bookings in CRM

• Field: Select a field from the existing fields of the Book a Resource 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.

This activity cancels any booking in the selected field of a deal or lead form.
Resource booking: how to manage bookings in CRM

Field: Select a field from the existing fields of the Book a Resource type.

You can use the activity to change observers in the deal or lead form.
Observers in leads and deals

• Apply action to observers: Select which action to take: add, change, or delete an observer.

• Observers: Specify a user or a group of users to be affected by the action.

This activity moves an entity to the specified pipeline.
Sales pipelines

Pipeline: Select a pipeline from the list or specify it through the Insert Value form.

Stage: Specify a pipeline stage to move the deal.

The activity 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.

Select new responsible person:

• 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.

Skip absent persons:

• Yes: No leads or deals will be assigned to employees who have an absence in the chart. 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 chart will not affect the assignment of an employee to be responsible.

The activity allows you to change the lead or deal stage.

New stage: Set the stage to move the entity.

The activity 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 Insert Value form.

• Initial stage: Specify the stage to create a deal.

• Responsible person: Select a user responsible for the new deal.

The activity 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 move the products.

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

The activity creates a new SPA item and fills out specified fields in it.

The activity creates a contact and marks the lead as the repeat lead.
Repeat leads

Responsible person: Assign a user to be responsible for the contact being created.

Select a document template from the list, and the activity will create a new CRM document.
Documents in CRM

• Template: Specify the template by which the document will be created.

• Wait for PDF conversion to complete: If Yes is selected, the activity will not be completed until the document is converted to PDF.

• With signature and stamp: Add signature and stamp to the document. Remember, you need to add them to your company details first.

• Create public link: A public link will be created, and the document will be available to download via this link.

• My company: Specify your company.

• My company details: Specify your company details.

• My company bank details: Specify the bank details of your company.

Under Document Fields, click Add Field to add custom fields for the document.

The activity creates a new company.
Add a new company to CRM

The activity creates a new contact.
Add new contacts

The activity creates a new deal.
Add a new deal

The activity creates a new lead.
Create a lead

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

Order ID: Identify the order.

Consider the following example to see how it works:

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

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

After you launch the workflow, it will create a CRM activity with a payment link in the deal form.

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

Lead name: Specify the name of the new lead.

Responsible person: Select a user responsible for the new lead.

For lead workflow templates:

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

• Responsible person: Specify who is responsible for the new entity.

• 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.

For deal workflow templates:

The activity creates a new item (invoice and/or estimate) and copies data from other items to it.

• Responsible person: Specify who is responsible for the new entity.

• Create using source: Select the new entity type.

The activity removes the selected item.

The activity deletes an SPA item when it is no longer needed.

The activity deletes all products in the entity.

The activity 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: Choose the field that you want to modify.

The activity completes the tasks created while in a specific stage of the current deal pipeline.

End tasks created while in stage: Select the required stages.

After the launch of the workflow, this activity will complete the tasks created while in the selected stages.

The activity 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, or 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 field values in the printed form.

As a result of the activity, the field values of the selected entity will be available in the Additional Results section of the Insert Value form. You can use them in other workflows' activities.
Insert Value form

The activity gathers and sends information about a specified CRM entity to other automation rules.

The activity gets information about the details of the contact or company.

If it is a contact or company workflow, the activity will get details of the entity in which the workflow is launched.

If it is a deal or lead workflow, it will get the details of the linked contact or company.

• Entity Type: Select the type of entity (contact or company) for which you want to get information about the details. This option is not displayed if the activity is used in the contact or company workflow.

• Templates: Specify the details template.

• Address type: Specify the address type from the details.

The activity sends payment status information to other automation rules.

Order ID: Identify the order.

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

The activity sends product information to other automation rules.

Product item ID: Identify the product.

Consider the following example to see how it works:

Enter {{Products}} parameter in the Get product item information activity.

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

After you launch the workflow, it will add a comment with the required information about the product.

Use this activity to invite a customer to Telegram and continue the conversation. They will receive a Telegram link to the conversation. All communication history will be saved to the CRM entity timeline.
Invite a customer to Telegram chat

You can use this activity 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: It 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 this activity 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: It 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 activity changes the details of a contact or 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 activity suspends the item for the specified number of days or until customer comes back.

The activity 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 activity.

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

The activity debits funds from the customer's payment card according to the customer's preferences. It is used with recurring payments.

The activity sends an 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 Market apps.

• Recipient type: Select employee or client.

The activity adds a call to the CRM entity form and the responsible person's calendar.

The activity adds a meeting to the CRM entity form and the responsible person's calendar.

The activity sends an email to a client.
Manage emails with CRM

• From: Select an email address that an email will be sent from. Auto select option means that the sender's 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 that 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 clicks from this link.

The activity creates a document and sends it for signing to all involved parties in the correct order.
Bitrix24.Sign in CRM

The activity 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 on. The workflow will wait until the lead has moved to the selected or final stage.

The activity pauses the workflow until a lead gets to a certain stage.

• Lead ID: Lead identifier.

• Status: Select one or more stages to wait on. The workflow will wait until the lead has moved to the selected or final stage.