Automation

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Automation rules and triggers - Getting started: : Copy and move automation rules
If you create a new deal pipeline and implement similar processes there, you don't need to set up automation from scratch. Just move or cop...
Thứ 5, 19 Tháng 6, 2025 21:01
Automation rules and triggers - Getting started: : Delete automation rules and triggers
When using automation tools in CRM, you may need to delete and replace unnecessary rules and triggers with new ones. Only account administrator...
Thứ 5, 19 Tháng 6, 2025 21:01
Automation rules and triggers - Getting started: : Disable automation rules and workflow actions
Quick answer Follow these steps: Go to the CRM section and click on the automation rules button. Select an automation rule on the Sales aut...
Thứ 5, 19 Tháng 6, 2025 21:01
Automation rules and triggers - Getting started: : Time settings in automation rules
Bitrix24 automation rules have settings that define the operation conditions. Conditions in automation rules We have added new settings to ...
Thứ 5, 19 Tháng 6, 2025 21:01
Automation rules and triggers - Getting started: : Variables and constants in automation rules
Variables and Constants in CRM greatly simplify calculations in fields and work scenarios, such as profit calculation. Constants are values that d...
Thứ 5, 19 Tháng 6, 2025 21:01
Automation rules and triggers - Sales automation in CRM: : Automation rule: Create CRM document
In the Create CRM Document automation rule, there are several options that affect the final document. Template. All templates that are at...
Thứ 5, 19 Tháng 6, 2025 21:01
Automation rules and triggers - Sales automation in CRM: : Automation rules: Customer communication
Automation rules for client communication help to automate work. They know how to call, send SMS, emails and messages via open channels. Automati...
Thứ 5, 19 Tháng 6, 2025 21:02
Automation rules and triggers - Sales automation in CRM: : Automation rules: Customer information
Automation rules let you automate client interactions. You can send an SMS for order confirmation, email an estimate, or schedule a call or meeting wi...
Thứ 5, 19 Tháng 6, 2025 21:02
Automation rules and triggers - Sales automation in CRM: : Automation rules: Employee alerts
Automation rules let you automate client interactions. You can send an SMS for order confirmation, email an estimate, or schedule a call or meeting wi...
Thứ 5, 19 Tháng 6, 2025 21:02
Automation rules and triggers - Sales automation in CRM: : Automation rules: Manage workflow items
Automation rules let you automate client interactions. You can send an SMS for order confirmation, email an estimate, or schedule a call or meeting wi...
Thứ 5, 19 Tháng 6, 2025 21:02