Online Store: Automation rules for employees

Automation rules and triggers in the Bitrix24 Online Store allow automating the order handling, informing your customers about their order status, creating tasks for your employees, etc.

They are divided into three groups:

Automation rules for employees - edit the element form, run a workflow, create a task, notify an employee, etc.
Client communications automation rules - send an email or SMS, or perform a robocall to a client.
Triggers - change the order status.

Go to the Online Store section > Orders > Automation rules.

Click the Configure automation rules button to configure the automation rules and triggers.

How does the automation rules work?

An automation rule gets activated when the order status is changed for the status where the automation rule is added. As soon as the order is moved to another status, the previous order status's automation rules stop working.

All automation rules have an option after the previous automation rule. It's a good idea to enable this option if you need to perform several sequential actions. For example, generate an order number and send it to the client immediately. If the option is disabled, then all automation rules at the current order status will work simultaneously.

Online Store automation rules are available to Start+, CRM+, Standard and Professional plan subscribers only. Read more on the Cloud pricing page.

Activity

The automation rule adds an activity to the order.

The activity will be shown in the order card.

Write to log

The automation rule will add a specified message to an order log.

The specified message text will be added to the order card > History.

Add comment

The automation rule adds a comment to the timeline of an order card.

Add message to Activity Stream

The automation rule adds a message to the Feed.

Allow delivery

The automation rule marks an order as Delivery Approved for all order shipments.

Pay, ship, cancel order

The automation rule marks an order as Paid, Shipped, Cancelled for all order shipments.

Change responsible person

The automation rule changes the person responsible for the order.

Change status

The automation rule changes the status of the order.

Control, notification

The automation rule sends a notification to the selected employee. The difference between the two automation rules is that the sender can be configured in the Notification automation rule but not in the Control automation rule.

Create CRM Document

The automation rule creates the CRM document based on the selected template.

Create list item

The automation rule creates list item in the selected list.

Delete CRM record

The automation rule deletes the CRM record if an order is not paid.

Details information, Employee information

The automation rule gets the information from contact/company details or the information about an employee.

Edit element, Edit details

The automation rule edits the element or edits details.

Edit list item

The automation rule edits the item in the selected list.

Edit shipments

The automation rule edits the Shipment field in the order card.

Send SMS or email to an employee

The automation rule sends an SMS or email to an employee. For client communications, use the same automation rules but in the Client communications section.