Robot catalog for Bitrix24 (Alaio)

CRM

Link contacts to a deal

Links one or several contacts to a deal by their IDs. Can add to the already linked contacts or replace them. The stock "Change document" robot only handles the single primary contact.

CRM

Link contacts to a lead

Links one or several contacts to a lead by their IDs. Can add to the already linked contacts or replace them. The stock "Change document" robot cannot do this: a lead has no such field.

CRM

Change responsible on related

Changes the responsible person on entities related to the current one (company/contact/deal): its deals, contacts, or companies.

CRM

Clean duplicate activities on current entity

Finds same-titled activities in the timeline of the lead, deal, contact or company the business process runs on, keeps one of each and completes or deletes the rest. No ID needed. Useful after merging records, when the donor timeline is moved into the master.

CRM

Clean duplicate activities on entity by ID

Finds same-titled activities in the timeline of the given lead, deal, contact or company, keeps one of each and completes or deletes the rest. The entity is set by type and ID, so the robot can run from another entity's process. Useful after merging records, when the donor timeline is moved into the master.

CRM

Clear a field

Sets any field of any CRM entity (deal, contact, company, lead) to an empty value.

CRM

Customer LTV

Calculates customer LTV: total, count, and average check of won deals or paid invoices, plus the last purchase date and days since it. The invoice payment date is the moment it moves to the paid stage; amounts in other currencies are converted to the portal base currency at the current rate. Only records currently in a won/paid stage are counted: items moved out of it drop from the total. Up to 2000 records per customer.

CRM

Complete activities

Completes every open activity of an item: calls, meetings, to-dos. The current item or any lead, deal, contact or company by ID. Activity kinds are chosen with checkboxes; overdue-only mode is available.

CRM

Copy timeline to another entity

Moves history (activities and comments) from one CRM or SPA item to another. Activities are attached (one record visible in both timelines) or copied; comments are copied together with files and an author line in the text. You can narrow down what gets moved: by author, by period and by the number of most recent records. The 'count the period by change date' option affects activities only: Bitrix24 (Alaio) exposes no change date for comments, so their period is always counted by creation date.

CRM

Get deal products

Returns the product rows of a deal: product IDs and names, quantities, prices, a ready text list and the total. The current deal or any deal by ID.

CRM

Assign responsible: queue / workload

Picks the next responsible person round-robin (repeat in the list = bigger share) or the least busy one, and assigns them to the current item.

CRM

Find contact by phone or email

Searches for a contact in the CRM by phone number or email. Returns the ID and name of the first match.

CRM

Find deal by condition

Searches for deals by filter: stage, assigned user, contact, company, or a custom JSON filter.

CRM

Find deals with a product

Finds the deals whose products include the given product. The search can be limited to a contact, a company and open deals only. The newest 500 deals that match the filter are scanned.

CRM

Find lead by condition

Searches for leads by filter: stage, assigned user, phone, email, or a custom JSON filter.

CRM

Find smart process item

Searches for smart process items by filter: stage, assigned user, or a custom JSON filter.

CRM

Format entity phone numbers by ID: custom prefix

Normalizes all phone numbers of a chosen entity (lead, contact or company) by its ID to "prefix + digits" — from any business process. The prefix is typed in.

CRM

Format entity phone numbers: custom prefix

Reads all phone numbers of the lead / contact / company the workflow is running on and normalizes them to "prefix + digits". The prefix is typed in.

CRM

Get company/contact address

Reads the actual or legal address of a CRM company or contact, returning it as a single string and as individual parts.

CRM

Check the stage checklist

Reads a Stage checklist field and reports whether the required items of the current stage are closed. Returns Y/N, a counter and the list of what is left.

CRM

Get item comments

Reads the timeline comments of a CRM or SPA item and returns them in several shapes at once: as one string, as a list to loop over, as a JSON array and as the last comment on its own. The selection can be narrowed by author, period and number of most recent records.

CRM

Get last e-mail

Finds the latest e-mail in the timeline of a CRM item (incoming by default) and returns its subject, text, sender, date and attachment IDs. The current item or any lead, deal, contact or company by ID.

CRM

Get field value from a related entity

Reads the value of any field from a CRM entity (deal, contact, company, lead) by its ID.

CRM

Manage observers

Adds, removes, or replaces observers on the current CRM entity (deal, lead, contact, company, smart process).

CRM

Link Open Channel conversation

Links Open Channel (Open Lines) conversations from one CRM entity to another (e.g. from a lead to a deal): the dialog appears in the target entity's timeline. Link all dialogs, the last one, or only unfinished ones.

CRM

Previous stage

Returns the stage an item came from: code and name, the funnel, when it left that stage, and how long it stayed there. Works with deals, leads and smart processes; by default it uses the item the workflow runs on, so there is nothing to configure. History is read at run time — no delay, no background fields.

CRM

Remove phone from current entity

Removes the given numbers from the phones of the lead, contact or company the business process runs on. No ID needed. Other phones and contact data are kept.

CRM

Remove phone from entity by ID

Removes the given numbers from the phones of a chosen entity (lead, contact or company) by its ID — from any business process. Other phones and contact data are kept.

CRM

Set field value on a related entity

Sets the value of any field in a CRM entity (deal, contact, company, lead) by its ID.

CRM

Stage entry date

Returns the date an item entered a given stage and how many times it entered it. The stage can be given by code or by name, so renaming a stage does not break the robot. Choose the first or the last entry. Works with deals, leads and smart processes.

CRM

Stage history as a list

Returns the whole stage history: three parallel arrays (codes, names, entry dates) plus a ready-made "name — date" line to paste into a comment or an email. Chronological order. Works with deals, leads and smart processes.

CRM

Time in stage

Measures how long an item spent in a given stage, in seconds and whole days. Choose the last visit or all visits combined. If the item is in the stage right now, the clock runs up to the current moment. The stage can be given by code or by name. Works with deals, leads and smart processes.

CRM

CRM