Bitrix24Care

Actions: CRM

Activity

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

Add CRM event

The action adds an event to the CRM History.

Add comment

The action adds a comment to a lead or deal form.

Add to exceptions

The action adds an entity to the list of exceptions.

Read more in the article Exceptions.

Book a resource

The action reserves a resource. You need to add the Book a resource field to a new lead or deal form.

Read more in the article Resource booking: how to set up a CRM form.

Cancel booking

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.

Read more in the article Resource booking: how to set up a CRM card.

Change company

You can use the action to change the data of a related company.

  • 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.

Change contact

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.

Change observers

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.
Read more in the article Observers in leads and deals.

Change responsible person

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.

How to choose:

  • 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 absentees:

  • 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 How to select option.

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

Change status

This action allows you to change a lead/deal status and immediately interrupt the workflow.

Create CRM Document

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 file conversion - if Yes is selected, the action will not be finished until the document is converted to PDF.
  • With signature and seal - add signature and seal 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.
Read more in the article Documents in CRM.

Create CRM item

The action adds the item to the document.

Create contact for lead

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.

Create new company

The action creates a new company.

You can find the description of the new company form fields in the article Add a new company to CRM.

Create new contact

The action creates a new contact.

You can find the description of the new contact form fields in the article Add new contacts.

Create new deal

The action creates a new deal.

Read more about creating new deals in the article - Add a new deal.

Create new lead

The action creates a new lead.

Create using source

The action creates a new entity using a lead as a source.

  • 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 won't be closed after a new entity has been created.

Delete CRM item

The action removes the selected item.

Details information

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.

Edit SPA item

The action changes the Smart Process Automation item.

  • SPA item type - select the type from the list.
  • Select field - select the field which value you want to change.

Edit details

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.

End task created while in a specific stage

The action closes a specified task.

Facebook Advertisements

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

Get CRM Data

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.

Google AdWords Advertisements

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

Read CRM item

Spelect CRM item type from the list.

Schedule a call

The action schedules a call to a client.

  • Subject - event title.
  • 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.
  • Reminder interval - select the time units.
  • 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

The action schedules a meeting with a client.

  • 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.
  • Reminder interval - select the time units.
  • 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.

Send SMS

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).

Send email

The action sends an email to a client.

  • 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).
  • Wait

    The action pauses the workflow and waits for any activity from a customer or a specified amount of time.

    • Waiting type
    • - select a waiting type from the list.
    • Time-out interval, days - specify the waiting interval in days.
    • Until specified date - select from the list of available dates the date until which the waiting period will be set (without customer activity).
    • Comment or instructions - optional text field for a comment or instruction. If necessary, fill it in manually or using the Insert Value form.

    Waiting for deal stage

    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.
    It is recommended to use this action only for those workflows templates that are launched when adding (creating) a deal. When using the Waiting for deal stage action to change a document, the workflow is launched at each change and stopped while waiting for the deal. Thus, several workflows are created according to the number of changes, which are executed simultaneously when the desired stage is reached.

    Waiting for lead status

    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.
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