Triggers track customer actions and changes in CRM. Examples include document creation, document signing, invoice payment, and email views. When a specific action happens, the trigger moves the CRM item to the stage you set.
Triggers in CRM
Triggers are grouped by use case. This article covers the Paperwork group. These triggers help automate document signing.
Available triggers:
- Watch for signing by sender
- Watch for signing by recipient
- Watch for signing by all parties
- Track entity view
- Track new entity
To set up triggers:
- Go to CRM > Automation rules.
- Click Create.
- Select the stage where you want to add the trigger.
- Open Paperwork > Filter > Bitrix24 Triggers.
Watch for signing by sender
What it does
Moves the CRM item when a company representative signs the document.
Why use it
Track document status. For example, once the director signs the document, the manager can send it to the client right away.
Watch for signing by recipient
What it does
Moves the CRM item when the client signs the document.
Why use it
Make sure you don’t miss a signed document. For example, once the client signs, the manager can send an invoice.
Watch for signing by all parties
What it does
Moves the CRM item when both your company and the client sign the document.
Why use it
Start work without delay. For example, once everyone signs, the manager can notify the responsible teams.
Track entity view
What it does
Moves the CRM item when a client opens a document from a link in an email or SMS. The trigger tracks documents sent manually or by automation from the CRM item.
Why use it
Follow up at the right time. For example, when a client opens the document, the manager can call to discuss details.
Select a document template. The trigger tracks documents created from this template.
Track new entity
What it does
Moves the CRM item when a document is created in the CRM item, either by a user or an automation rule.
Why use it
Speed up approvals. For example, when an estimate is created, the manager can send it to the client right away.
Select a document template. The trigger tracks documents created from this template.
