Automate any standard business process (document approval, purchase request, expense report, etc.) and save up to 80% of your time on completing routine tasks.
Easy to set up and manage
No-code RPA
Workflow editor
Notifications
Our automated workflows can be used to take a document through approval stages, assign tasks, send emails, or notify of an approaching deadline. This way, you can approve a business trip, request a leave, and more.
Using our intuitive workflow editor, you simply have to list all the stages a document has to go through, select the required action, and assign the responsible person. No coding skills are required whatsoever.
All process-related activity is saved and stored in a single dashboard, so there's no need to open every stage of a process to see the details and history.
A smart process in Bitrix24 is a customizable type of element in CRM that allows you to create your own work scenarios. Go beyond deals, lead, and quotes – create and automate your own entities (contractor lists, purchase funnels, document registry, etc.).
Easy to set up
Intelligent automation
Wide choice of templates
Integrated with calendar and tasks
To create a new smart process, you need to configure its components, set the required fields, and enable CRM bindings by selecting the entities you want to link to this new process.
Use our templates or create a smart process from scratch. Set up custom pipelines, sales funnels, Kanban stages, default access permissions for pipelines, and more.
For advanced process optimization, you can link your smart process to other CRM entities, calendars, tasks, and even task templates.
Automating certain routine processes via rules and triggers can help you save a great deal of time and eliminate human errors.
Easy, no-code setup
Wide choice of standard rules
Custom automation rules
Integrated with CRM and other Bitrix24 tools
Configuring a task automation rule in the Bitrix24 process automation software takes only a few minutes and does not require any programming skills whatsoever. The whole process is super intuitive and visual.
You can automate a wide range of standard, routine operations like creating a task, changing a stage in Kanban, task status, assignee, sending a notification to a particular employee, and more.
Tasks can be automatically created based on certain triggers and actions in CRM (e.g., when a deal is moved to the next stage, a new task is created for an employee to email an invoice to the client).
Explore the full potential and amazing capabilities of Bitrix24.
Bitrix24 comes with several dozen integrations available in Bitrix24.Market. You can also create your own apps using our REST API.
Used and trusted by over 15,000,000 users around the world, Bitrix24 is a perfect choice for your business
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