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.
Activity “Create a Business Process Case”
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.
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.
Activity "Add a Pre-Configured Checklist to a Task"
Activity "Automated Check of a Task against a Checklist"
Activity "Find an Employee’s Department"
Activity "Find all Employees for a Position"
Activity "Get the Nearest Day of the Week"
Activity "Get Task Information"
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: email@example.com. We will contact you to discuss options for how to get the BUSINESS PROCESS PACKAGE application.
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”.
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.
Didn’t find the activity you need? Write to us and we will add it to our package.