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Business process automation

With Bitrix24, you can easily automate routine operations and streamline your workflows to increase efficiency and get more things done in less time.

CRM

Tasks and projects

Collaboration

Sites and Stores

HR and automation

CoPilot

Robotic Process Automation (RPA)

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

Available on mobile devices

Workflow management

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.

No-code RPA

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.

Easy to monitor and supervise

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.

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Smart Process Automation (SPA)

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

Easy to set up

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.

Wide choice of templates

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.

Integrated with other Bitrix24 tools

For advanced process optimization, you can link your smart process to other CRM entities, calendars, tasks, and even task templates.

Ready to use SPA in Bitrix24?

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Rules and triggers

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

Easy to set up

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.

Wide choice of operations

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.

Integrated with CRM and other Bitrix24 tools

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).