Read FAQ
NEW
Bitrix24 Support
Registration and Authentication
How to start
My Profile
Feed
Messenger
Calendar
Bitrix24.Docs
Bitrix24.Drive
Bitrix24.Mail
Workgroups
CoPilot - AI in Bitrix24
Tasks and Projects
CRM
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
e-Signature for HR
Company
Knowledge base (beta)
Automation
Workflows
Telephony
Market
Subscription
Settings
Enterprise
Desktop App
General questions
Bitrix24 On-Premise
Log In
Your Bitrix24
Authorize to enter
your company's Bitrix24.
Enter

Bitrix24Care

Automation in Bitrix24.Sign

Working with the Bitrix24.Sign tool can be easier if you configure automation rules.

Click the automation rule icon in the Bitrix24.Sign section.

An automation rule will move documents through all stages. You can configure different work scenarios to simplify your work routine.

Click the Create button to add automation rules and triggers. You can also click the + button in the stage column.

Automation rules and triggers are located in the same list. To make it easier for you to distinguish them, we have marked Triggers.

You can use the filter to see a list of automation rules or triggers.

Automation rules will perform the actions and Triggers will track the counterparties actions and events. They will be triggered when an item gets to the stage where the automation rule or the trigger is configured. Each automation rule and trigger performs only one type of the action: change the responsible person, create a document, etc. You can add several automation rules and triggers to one stage, and they can be triggered at the same time or in a specific sequence.

Read more information in the article: Create automation rules and triggers.

You can also use constants and variables to store information and simplify calculations in the fields.

Read more information in the article: Variables and constants in automation rules.

Read also:

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The information is outdated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
Document integrity check Contacts of signing parties How a first-party director signs an electronic document How the client signs an electronic document Create and send an electronic document for signing Example of using Bitrix24.Sign Bitrix24.Sign Bitrix24.Sign in CRM Control the process of working with documents Bitrix24.Sign access permissions