Bitrix24Care

Automation

Bitrix24 offers various tools to automate routine tasks and processes.


Automation in CRM

Explore the automation options available in CRM.

Automation rules and triggers. Automate daily CRM activities with rules and triggers to save time. Learn the basics with these articles:

Dive into the details of rules and triggers:

Discover how to set up and manage automation rules and triggers:

Smart scripts. Automate CRM operations with smart scripts that can be run as needed, independent of specific stages.
Smart scripts in CRM

Smart Process Automation (SPA). Create a customizable CRM item type with its own fields, kanban stages, automation rules, and more.


Automated solutions

Automated solutions are a separate section for SPA that can be used to automate the work of any department of a company.


Task automation

Configure various scenarios of working with tasks using templates, rules, and triggers.


Robotic Process Automation (RPA)

Automate internal company processes not linked to CRM.