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
Write to log
Pay, ship, cancel order
Control, notification
Details information, Employee information
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.
Read more in the article - Online Store: Automation rules for client communications.
Generate code
Schedule a call, Schedule a meeting