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.
What are triggers?
Triggers are yet another way to automate the order handling in your Online Store. They help track actions on the client-side: orders payments, filling out the CRM form, incoming calls, etc. Your employees don't need to open every form and check if the customer has read your email or has paid an order. Triggers will automatically see the customer's actions and change the order status.
Triggers automatically move an order to the order status where they are added. Only the conditions under which triggers are run differ.
All the triggers have the Allow switching to previous status option. If this option is enabled, the trigger will be able to move the order to the previous status.