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Activities: Interactive Settings

Absence chart

This activity creates an entry in the absence chart. It uses the same fields as when you add an entry manually. Absence chart

  • User: Select the user for the absence.
  • Event name: Enter a name for the event.
  • Event description: Add details about the absence.
  • Start date: Set the start date and time.
  • End date: Set the end date and time.
  • Absence type: Choose a type from the list.
  • State: Set the user’s status during the absence. This appears in the user profile.
  • Completion status: Set the user’s status after the absence.

The Completion status field is outdated and no longer shown in the interface.

When the workflow starts, the system creates an absence entry. It also appears in the user’s profile.

Add post

This activity creates a new post in the Feed.

  • Sender: Select the user who will appear as the sender. If you select multiple users, only the first one will be shown.
  • Recipients: Select users, departments, or groups.
  • Message title: Enter a title.
  • Message text: Enter the message. You can use BBCode. How to use BBCode tags
  • Target site: Select the site where the post will appear.

When the workflow starts, the system posts the message to the Feed.

Calendar event

This activity creates a calendar event.

  • Calendar type (optional):
    • user: Adds the event to the workflow starter’s calendar.
    • group: Adds the event to a group calendar. You must specify the group ID.
    • company_calendar: Adds the event to the company calendar.
  • Calendar owner ID (optional): Enter the calendar owner ID.
  • Calendar section ID (optional): This value must be retrieved manually (for example, from the database). Typically set by a developer.
  • User: Select the user for the event.

Example (group calendar):

  • Calendar type: group
  • Calendar owner ID: 50

You can find these values in the workgroup URL.

When the workflow starts, the system creates the event in the selected calendar. Add a new event to a calendar

Create task

This activity creates a task. Most fields match the standard task form. Create a task

Key options:

  • Pause process while task is running: The workflow pauses until the task is marked Completed.
  • Bind to current CRM entity: Links the task to the current CRM item (for example, a deal).
  • CRM Items: Link the task to other CRM records.

To link CRM items using a value:

  • Contacts: ="C_"&{{ID}}
  • Deals: ="D_"&{{ID}}
  • Leads: ="L_"&{{ID}}
  • Companies: ="CO_"&{{ID}}

If you use a field with the Bind To CRM items type, use the same prefixes: ="C_"&{{ID}}, ="D_"&{{ID}}, ="L_"&{{ID}}, and ="CO_"&{{ID}}.

  • Load files: Attach files to the task.

When the workflow starts, the system creates the task with the selected settings.

Email message

This activity sends an email.

  • Message type: Choose Text or HTML.
  • Encoding: Select the message encoding.
  • Message send mode:
    • Direct sending: Sends the email immediately.
    • Send using Mail Subsystem: Sends via the internal mail system. Useful for bulk emails.
  • Message template website: Select a site template for emails.
  • Attachments: Add files or select from Bitrix24 Drive.
  • Email address separator: Choose a separator for multiple email addresses.

If emails are not sent, check the selected message template first.

When the workflow starts, the system sends the email.

Internal message (old version)

This activity sends a notification. If the user is offline, they receive it by email.

  • Sender: Select the sender.
  • Recipient: Select one or more users.
  • Message text: Enter the message.

Make a call

Telephony setup is required.

This activity makes automated calls using text-to-speech or recorded audio.

  • Destination number: Enter a phone number or a field that contains it.
  • Wait for result: Pause the workflow until the call is complete.

This is a paid feature. Charges apply for text-to-speech. Voximplant pricing Convert Text to Speech in Bitrix24

Notify supervisor

This activity sends a notification about delays or issues.

  • Message text: Enter the notification message.
  • Send to supervisor: Send to the user’s direct supervisor or specify another value.
  • Additional recipients: Add more users if needed.

When the workflow starts, the supervisor receives the notification.

Send message to direct chat

This activity sends a message to a specific user.

  • Sender: Select the sender or a role.
  • Recipient: Select the user or a role.
  • Message type: Choose the message importance.
  • Message text: Enter the message.

Send message to group chat

This activity sends a message to a group chat.

  • Select chat: Choose a chat or enter its ID.
  • Sender: Select the sender.
  • Message type: Choose the message importance.
  • Message text: Enter the message.

Send message to the chat

This activity sends a message to the last open channel used by the customer.

  • Message text: Enter the message.
  • Hidden message (whisper mode): Visible only to internal users.
  • Attachment type: Choose Element Files or Drive.
  • Attachments: Add files from the selected source.

Set status name

This activity updates the workflow status text. It helps track progress.

You can view the status in the item details.

User notification

This activity sends a notification. If the user is offline, they also receive an email.

  • Notification text: Enter the message. You can use BBCode. How to use BBCode tags
  • Notification text for email/jabber: Optional email version of the message.
  • Notification type: Choose between a user message or a system notification.
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