Automation

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Automation rules and triggers - Sales automation in CRM: : Sales automation in CRM
Bitrix24 CRM provides a comprehensive set of tools to simplify and enhance your customer management processes. These tools help you efficiently distri...
Thứ 5, 19 Tháng 6, 2025 21:02
Automation rules and triggers - Sales automation in CRM: : Triggers: Manage workflow items
Triggers track customer actions and changes in CRM, like email views, payments received, or field modifications in CRM entity forms. When the specifie...
Thứ 5, 19 Tháng 6, 2025 21:02
Automation rules and triggers - Sales automation in CRM: : Triggers in CRM
Triggers are tools that simplify customer interactions and automate routine tasks. They track customer actions and changes in CRM, like email l...
Thứ 5, 19 Tháng 6, 2025 21:02
Automation rules and triggers - Sales automation in CRM: : Triggers in CRM: Customer communication
Triggers track customer actions and changes in CRM: viewing an email, paying an invoice, changing the value of fields in a form. When the specified ac...
Thứ 5, 19 Tháng 6, 2025 21:02
Automation rules and triggers - Sales automation in CRM: : Triggers in CRM: Paperwork
Triggers monitor client actions and changes in CRM, such as document creation and signing, invoice payment, email viewing, etc. When the specified act...
Thứ 5, 19 Tháng 6, 2025 21:02
Automation rules and triggers - Stop automation rules at a certain stage
In Bitrix24, you can stop automation rules at a certain stage of a CRM item or task. This is useful if you need to interrupt a series of rules set to ...
Thứ 5, 19 Tháng 6, 2025 21:02
Automation rules and triggers - Task automation: : Automation rules and triggers in tasks
You can configure different scenarios of working with tasks using automation rules and triggers. Automation rules perform routine actions: send ...
Thứ 5, 19 Tháng 6, 2025 21:02
Automation rules and triggers - Task automation: : Delete automation rules in tasks and projects
If an automation rule is no longer required, it can be removed. Go to the Tasks and Projects section - Tasks tab and click on the Automation rul...
Thứ 5, 19 Tháng 6, 2025 21:02
Automation rules and triggers - Task automation: : Set up triggers in tasks
Triggers help you automate work with tasks. They track changes and move tasks to another stage. There are four triggers in tasks: Track ta...
Thứ 5, 19 Tháng 6, 2025 21:02
Automation rules and triggers - Task automation: : Task templates
If you find yourself adding the same task over and over, there's an easier way than starting from scratch each time. Create a task template once, ...
Thứ 5, 19 Tháng 6, 2025 21:02