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Bitrix24 automation deep dives: how to set up robots and business processes, where the stock tools fall short, and which ready-made robot closes the gap.
Approval workflows in Bitrix24: routes, approval sheet and deadlines
How to build approval workflows in Bitrix24: sequential and parallel routes, an approval sheet in the card, deadlines in business days and escalation.
Read →Automation rules in Bitrix24: setup guide and what to do when the stock ones fall short
What automation rules (robots) are in Bitrix24, how to add one to your pipeline, why they sometimes do not fire, and which ready-made robots close the typical gaps.
Read →CRM fields in Bitrix24: custom, required, multiple — and automation
Field types in Bitrix24 CRM, stage-based required fields, multiple values, and how to fill, clear, check and copy fields with workflow robots.
Read →Duplicates in Bitrix24: how to find and merge duplicate leads, contacts and companies
Where Bitrix24 duplicates come from, what the built-in duplicate control covers, how to merge records safely, and how to stop duplicates systematically with robots and Duplicates No More.
Read →Smart Process Automation (SPA) in Bitrix24: when and how to use it
What a smart process (SPA) is in Bitrix24, how it differs from deals and tasks, when to create one and how to automate it with robots and workflows.
Read →Webhooks in Bitrix24: inbound, outbound and reliable delivery
What webhooks are in Bitrix24, how inbound differs from outbound, their limits, and how to send webhooks from workflows with guaranteed delivery.
Read →Bitrix24 workflows: how to build a business process without drowning in the designer
What Bitrix24 workflows (business processes) are, how they differ from automation rules, how to build your first one in the designer, and which ready-made robots simplify complex flows.
Read →Workflow variables in Bitrix24: types, substitution and processing
How variables, parameters and constants work in the Bitrix24 workflow designer, how to insert values into actions and process strings and JSON.
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