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Bitrix24Care
Answers

Actions: CRM

Andrey Glushkov
Author: Andrey Glushkov
26 May 2020


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.


Change responsible person

The action changes the person responsible for the CRM element.


Create using source

The action creates a new entity using a lead as a 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

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

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

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

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

The action pauses the workflow until the specified lead status is reached.

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

The action sends SMS to a client.

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

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


Facebook Advertisements

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


Send email

The action sends an email to a client.

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

The action schedules a call to a client.

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

The action schedules a meeting with a client.

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

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.


Change status

The action changes deal/stage status and immediately completes the workflow.

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

The action adds an event to the CRM History.


Waiting for deal stage

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

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

The action adds an entity to the exceptions list.
Read more in the article - Exceptions list.


Add comment

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


Book a resource

The action books a resource. You need to add the "Book a resource" field to a new lead or deal form.
Read more in the article - Book a resource.


Cancel booking

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


Wait

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


Create CRM Document

Select a document template from the list, and the action will create a new CRM document.
Read more in the article - Documents in CRM.


Create contact for lead

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

You can select the responsible person for the new contact.

The action doesn't convert a lead, but only creates a contact.


Create repeat lead

The action creates a repeat lead using a current deal's parameters.
Read more about repeat leads in the article - Repeat leads.
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