top_en
Main page

Bitrix24Care

Automation Rules tips

Rating:
You already know how to configure automation rules for leads and deals. But there are several tips you may find helpful:

  • Add CRM records fields to automation rules

For example, user notification. When a deal has it's stage changed for the one you have added automation rule to, the system sends a notification to the selected user (e.g. deal's responsible user or particular employee). The notification text can be quite informative if you add deal's information to it: deal name, amount, responsible user, pipeline, etc. See below:



In this case, when the deal stage is changed the selected user will get an extended notification:



  • Let the system create invoices (or quotes) automatically when the deal reaches a definite stage (e.g. closed won).
 For example, add an automation rule Create Using for deal stage Closed Won and select Invoice. 



A new invoice will be created automatically - and will be available under Deal's Invoices section.


This helped Thanks :) This didn't help Sorry :(
Could you please tell us why:
It's not what I'm looking for
It's too complicated

Did not find an answer to your question?

Send your question to the Bitrix24Care team
Access to technical support specialists requires commercial plan subscription and is not available to free account users. Free accounts are limited to self-support resources such as product manuals, helpdesk articles, video tutorials, and free webinars. Technical assistance, training, setup, customization and other value added services can also be purchased directly from local Bitrix24 partners