Bitrix24 Automation & Workflows
Bitrix24 automation that follows your real process
We set up automation rules, triggers and business processes in Bitrix24, so leads are answered fast, deals move on time and no task is forgotten.
Starting priceFrom $400
What we do
What is included
Automation rules and triggers
For leads, deals, invoices, quotes and Smart Processes (SPA), stage by stage.
Business processes
Approvals, conditions, delays and loops for work that needs more than simple rules.
Smart Process Automation (SPA)
Custom pipelines for orders, projects, applications or any process your business runs.
Lead routing
New leads go to the right person by queue, source, region or language.
Tasks and reminders
Tasks, checklists and reminders are created at the right stage, for the right person.
Documents from CRM data
Quotes, contracts and invoices filled from deal and contact fields.
Example scenario
A cleaning company that answered web leads too late
Before: About 40 leads a week arrived from the website form. A manager copied each one into Bitrix24, assigned it by hand and often called the next day. Follow-ups after a quote were easy to forget.
After:
- Every lead gets a reply within minutes, not the next day
- No quote goes without a follow-up
- The manager sees delays without checking each deal
An example of the kind of work we do, to show how the process looks. Names and numbers are illustrative.
- TriggerWebsite form is sent
- RuleLead is created and assigned to the next sales rep in the queue
- RuleClient gets a confirmation email right away
- RuleTask: call within 15 minutes
- RuleNo activity for 2 days: reminder to the rep, copy to the manager
- TriggerQuote accepted: deal moves to Won and the contract is created from the template
How it works
From first call to handover
Discovery call
We map your current process, stage by stage, and note what should happen automatically.
Process map and fixed quote
You get a simple diagram of the new process and a fixed price before work starts.
Build and test
We build the rules and test them with sample records, so live data stays safe.
Training and handover
A short walkthrough for your team and written notes on what each rule does.
Before we start
What we need from you
- Your Bitrix24 plan name (some automation features depend on the plan)
- A temporary administrator invitation to your Bitrix24
- Your sales or service steps, even as a simple list
FAQ
Questions about Bitrix24 Automation & Workflows
Which Bitrix24 plan do I need for automation?
Automation rules and triggers are available on paid plans, and some features depend on the plan level. We check your plan on the first call and tell you what is possible before you pay anything.
Can you fix automations that are already set up?
Yes. We review existing rules and business processes, remove duplicates and conflicts, and fix rules that fire twice or not at all.
Will the new automations change my existing records?
Only if we agree on it. We test with sample records first and switch rules on for live data only after you approve.
Do you need administrator access?
Yes, automation rules need administrator rights. We ask for a temporary invitation and you can remove our access when the work is done.