About THE base OF BUSINESS PROCESSES
By default, Bitrix24 has dozens of actions (Activities) for creating business processes. But this is not enough, and often companies need to create their own activity. We have collected the most common user actions for Bitrix24 business processes in one application. Just install this application and expand the possibilities of business process designer. Access to all functions and data of the app is allowed to users with Administrator rights in Bitrix24.
Activity “Launching a business process on a Case”
Using this activity, your managers can receive chat notifications of the type Cases - Meeting, Call (incoming), Call (outgoing), Task, Letter (received), Letter (sent) and others.
Activity "Sending notification to a personal chat»
Activity sends a message to the employee’s personal chat. In the «Run on behalf of» field, the sender of the message is specified, the message and its text are also addressed to whom.
Activity "Sending notification to a group chat"
The objective of this activity is to send messages from the business process to your company chat in Bitrix24. For example, a company has a group chat for managers to discuss new deals. You can set up a business process to send messages about delivered Leads, closing a transaction, etc. to this chat.
Activity " Invoice Status Tracking"
To automate the work with invoices, it is necessary to transfer the status of invoice (“new”, “sent to the client”, “paid”, etc.) to the business process.
Activity "Add a pre-configured checklist to a task"
Activity "Automatic check-list check in a task"
Activity "Getting the employee department"
Activity "Getting the employee position"
Activity "Choose the nearest day of the week"
Activity "Obtaining task data"
GET a SUPPORT
If you notice a problem with «Base of Business Process» application or you have a suggestion for improvement, create a topic on our forum. If you do not have registration on our website, registration will be required.
Note! Activities work only on portals that support business processes (“CRM +”, Standart, “Professional” ).
For our customers who renew their Bitrix24 license through Pinall company for a period of 1 year (a tariff plan that includes business processes:«CRM +», «Standart», «Professional»), we provide "Base of Business Process" application activation for free for a license renewal period! If your license expires in 3 months, and you renew for a year in Pinall, then we provide you with an application for 1 year and 3 months for free use.
If you liked this application, but you have already renewed your license for Bitrix24 in another company or using a different tariff plan, write to us by e-mail: email@example.com. We will contact you to discuss options for how to get the “Base of Business Process” application.
Still have questions about using the app "Base of Business processes"? Get a free audit of your Bitrix24 portal. We will hold an individual hourly online meeting with you, at which we will show how to set up your Bitrix24 portal and tell you how to use our application.
Did not find the activity you need? Write to us and we will supplement our base.