A business process is an algorithm that can be used to automate typical operations within a company.
The business process designer is a visual automation tool. With it, setting up business processes is easy and even interesting. You don't need to program anything and have experience writing code. All work is carried out in a simple interface, which can be understood by anyone who knows how to hold a mouse in their hands:)
Business processes can be started automatically when creating a lead, transaction, contact, and company. To do this, enable the checkbox in the parameters of the business process template
The business process will start automatically if the item was created:
Working with clients and sales consists of many routine operations-scheduling meetings, working with mail and calls, setting tasks and monitoring their implementation.
What is a "robot"? This is a pre-planned algorithm for processing leads and deals, which is triggered when the item has moved to the desired status. For example, the robot can set a task when a new lead arrives, schedule a meeting, send a letter, or even inform the boss about a delay in working with the client. You can configure the behavior of robots directly in the lead or trade card. These settings will be saved for all elements.
Robots in Tasks - a tool for automating the workflow. They significantly accelerate the work of the company, increase the efficiency of employees and organize the implementation of large tasks and projects.
But what if you need non-linear logic? For example, for some user actions, skip stages or even close a trade or lead. For such situations, you can set special triggers.
A "trigger" is a specific user action, such as calling or visiting a site. As soon as this action works, the document will switch to the desired status. For example, if a user has filled out a form on the site - we have all the necessary information, and we can immediately move the lead to the Quality lead status.
Business robotics (RPA) is a tool for automating company processes. You can automate almost any process of the company, especially in which several people are involved. If you are planning a business trip, with RPA you do not need to rush around the offices to collect signatures of your superiors, and then go to the accounting Department to coordinate all expenses.
Bitrix24 has long had business processes that companies use to automate their work. We received a lot of feedback where our customers asked us to simplify the tool. This was especially true for small processes such as the approval of a simple report.
Creating a process in RPA is similar to working with robots in CRM or tasks. First, you create the stages that the process moves through, and then you add actions to each stage of the process. For example, for a business trip process, you can create the "Business Trip Approval" and "Payment for tickets and Accommodation" stages. First, we send the manager the task to approve the business trip, and then immediately send all the information to the accountant for payment.