Automation & workflows — found from sitemap — Bitrix24

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Facts read from this source

• Trigger based workflows Report an error

  “you can set up trigger-based CRM workflows around record events (like stage changes or field updates)”

• Workflow actions Report an error

  “For each trigger, define a small set of actions (assignment, activity, notification, approval)”

• Assign owners Report an error

  “Use them to assign owners, create required activities, request approvals for specific cases, and send targeted notifications”

• Block stage progression Report an error

  “block stage progression when a required check hasn’t been completed”

• Conditional branches Report an error

  “Add a conditional branch for edge cases (e.g., high-value, special terms, certain regions)”

• Required fields Report an error

  “You can also standardize data capture by requiring fields at key transitions”

• Workflow permissions Report an error

  “Permissions: control who can change workflows”

• Automation scope Report an error

  “expand automation to the records your team already uses: leads, deals, contacts/companies, and post-sale handoffs”

• Notification alerts Report an error

  “Prioritize exception alerts (no activity scheduled, approval overdue, no customer response after X days) and time-based reminders”

• Reporting metrics Report an error

  “Stage-to-stage cycle time (before vs. after) First-follow-up time after key stages Overdue activities by stage Approval volume and approval turnaround time”

• Self hosted edition Report an error

  “To download the self-hosted edition of Bitrix24 that can be installed on your own server and give you access to open source code, please visit the Bitrix24 Self-Hosted page.”

• User base Report an error

  “15,000,000+ organizations have chosen Bitrix24”