Base of business processes from Pinall

GET advanced functionality for business processes through a package of BITRIx24 ACTIVITIES

The most sought-after actions for business processes in one application

About BUSINESS PROCESS PACKAGE

By default, Bitrix24 has dozens of actions (Activities) for creating business processes. But this is not enough, and companies often need to create their own activities. We have compiled the most common user actions for Bitrix24 business processes into one application. Just install this application and expand the capacity of a business process designer. Access to all functions and data within the app is granted to users with Administrator rights in Bitrix24.

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Activities

WHAT DOES THE BUSINESS PROCESS PACKAGE INCLUDE?

Activity “Create a Business Process Case”

You can add one or more business processes to create a Case in any CRM entity: Lead, Contact, Company, Transaction.

When using this activity, your managers can receive chat notifications for the Case type, such as- Meeting, Call (incoming), Call (outgoing), Task, Letter (received), Letter (sent) and others.

About

Activity: "Send Notifications to a Personal Chat"

This activity sends a message to the employee’s personal chat. In the “Run as” field, the sender of the message is specified. The activity also shows the message and its recipient.

Activity "Sending Notification to a Group Chat"

The purpose 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.

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Activity “Create an Invoice”

Automated process for sending an invoice to a customer.

Activity "Invoice Status Tracking"

This activity automates invoice processing by transferring invoice status (“new”, “sent to the customer”, “paid”, etc.) to the business process.

Description

Activity "Remove Duplicatesl"

Every company has duplicate Leads, which can be automatically merged or trigger a notification that the CRM has such a Lead already.

More details

Activity "Add a Pre-Configured Checklist to a Task"

Employees may have a standard step-by-step set of instructions. When setting a task, use this activity instead of compiling the entire checklist from scratch. The application would assign the desired checklist to the selected task.

Information

Activity "Automated Check of a Task against a Checklist"

An employee has completed the task and sent it to the supervisor for review. Add this activity to your business process to find out if all the items from the checklist for the task have been indeed completed.

How to use

Activity "Find an Employee’s Department"

Just add this activity to your business process and specify the user’s ID (the value you would like to associate with the department) in the action settings. As a result, the application would return the desired department ID value for any given employee to the business process.

Description

Activity "Find all Employees for a Position"

If you have a business process for which you need to select an employee according to their position, use this activity. The application aggregates all the positions that are in your CRM in one Position field.

Activity "Get the Nearest Day of the Week"

Any company has routine tasks that must be set and carried out with a given frequency (for example, every Monday). Add this activity to your business process to get the value of the nearest day of the week.

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Activity "Get Task Information"

This activity enables you to receive information on the specified task ID, about its responsible, completion date and time, deadline, the user who completed the task, completion status or if the task has been delayed.

NEED SUPPORT?

If you encounter a problem with the BUSINESS PROCESS PACKAGE application, or you have any suggestion for improvement, create a topic on our forum. If you aren’t already registered on our website, you’ll be asked to sign up.

Note! Activities work only at 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 (with any tariff plan that includes business processes: «CRM +», «Standart», «Professional»), we provide BUSINESS PROCESS PACKAGE application activation free of charge for the entire license renewal period! If your license expires in 3 months or less, and you renew for the next year in Pinall, then we provide you with the application for 1 year and 3 months to use free of charge.

If you feel 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: order@pinall.org. We will contact you to discuss options for how to get the BUSINESS PROCESS PACKAGE application.

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INSTALLATION FROM BITRIX24

1) To install the application, go to the “Applications” section of your Bitrix24.

2) In the search line, enter Pinall and from the applications found, select the one required for installation to your portal (the “View” button).

3) In the pop-up window, press the “Install” button and tick the boxes “I have read and agree with the license agreements” and “I have read and agree with the confidentiality policy”.

If you want the Pinall analyst to contact you and tell you how this application can be applied specifically in your business, send us an application.

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Audit

Get a free audit of your Bitrix24

Still have questions about using BUSINESS PROCESS PACKAGE app? 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 enhance your Bitrix24 portal and tell you how to use our application.

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YOUR SUGGESTIONS

WHAT ACTIVITIES DO YOU WANT TO SEE IN THE PACKAGE?

Didn’t find the activity you need? Write to us and we will add it to our package.