Smart Process Automation (SPA) in Bitrix24 lets you create custom CRM entities, automate workflows, and build processes for different teams. In the mobile app, these processes are available in a separate section called Automated solutions.

How automated solutions work

Automated solutions include one or more smart processes. Each process has its own fields and stages.

For example, an HR department can create separate processes for recruiting, onboarding, training, and offboarding.

Open a process to view its items. Team members can work with records directly in the mobile app.

Create an SPA item

To create a new SPA item:

1. Open the CRM section.
2. Tap the + button in the bottom-right corner.
3. Select a smart process from the list.
4. Fill out the form.
5. Tap Create in the top-right corner.

You can also schedule activities and send emails or SMS messages to clients.

To do this:

1. Open the Timeline tab.
2. Tap the + button in the bottom-right corner.
3. Select the action you need.

Copy or delete an SPA item

To copy or delete an item:

1. Tap the three dots icon next to the item name.
2. Select the action you need.