Read FAQ
NEW
Bitrix24 Support
Registration and Authentication
How to start
My Profile
Feed
Chats and Calls
Calendar
Bitrix24.Docs
Bitrix24.Drive
Bitrix24.Mail
Workgroups
Tasks and Projects
CRM
CoPilot - AI in Bitrix24
Contact Center
Sales Center
CRM Analytics (beta)
BI Builder
Sales Intelligence
Inventory Management
Marketing
Sites
Online Store (beta)
CRM + Online Store
CRM Store (beta)
Bitrix24.Sign
Company
Knowledge base (beta)
Automation
Workflows
Telephony
Market
Subscription
Settings
Enterprise
Mobile App
Desktop App
General questions
Bitrix24 On-Premise
Log In
Your Bitrix24
Authorize to enter
your company's Bitrix24.
Enter

Bitrix24Care

Example of SPA work

Let's consider an example of a Smart Process Automation for the company that repairs cars and sells parts. It doesn't manufacture them, but buy from factory suppliers. We'll create a procurement register with the help of a smart process to account for contracts with manufacturers. In this way, we will separate the work with our customers and suppliers.

Create and configure your SPA

To create a Smart Process Automation, go to CRM > Smart Process Automation > Add.

Select the Empty SPA template to set up the parameters you want.

Specify a name for the Smart Process Automation and select tools. In our case, we will use Stages and Kanban to account for our contracts with manufacturers.

Then add the fields Customer and Start date/End date for the smart process card to specify the supplier and the contract term. Activate the option Bind to catalog products to specify the products delivered under the contract.

In the Customer field, the supplier contacts will be stored.

Link Deals to the SPA to mark which of them are related to the contract.

Link the SPA to tasks to specify elements of this SPA in the contract renegotiation task.

Save the settings.

How to work with the SPA

Go to the SPA and set up the stages to work.

Create a field to account for several deals in the contract.

We count deals in the contract for the manager to see the total amount of deals in each contract.

In the More tab, select the Deals and save the new field.

Add a supply contract, in which the responsible employee will account for deals.

When customers make a purchase, the employee will be able to mark these deals in the contract.

To set up the visibility of empty fields, enable the Show always option. Read more in the article Configure fields in CRM elements forms.  

In this way, you can follow the total amount of deals in each contract.

Created fields can be fixed during the SPA view form setup. Read more in the article Configure fields in kanban view.

Recommended articles:

Smart Process Automation in Bitrix24

Was this information helpful?
Integration specialist assistance
That's not what I'm looking for
Complicated and incomprehensible text
The information is outdated
It's too short. I need more information
I don't like the way this tool works
Go to Bitrix24
Don't have an account? Create for free
Related articles
Smart Process Automation in CRM: create automated solutions Create Smart Process Automation in CRM Smart Process Automation in Bitrix24 Configure Smart Process Automation in CRM