Bitrix24 Community

Support » Forum » CRM » Business Processes and email notification
Pages: 1
RSS
Business Processes and email notification
Hello, we have set up business process to create lead from enquiry form using First and Last name, send email notification and Bitrix notification to specific Bitrix users at the same time (parallel activities) and finally send an automatic response email to enquirer. However activities after parallel execution did not fire at all.

Lead entered into Bitrix manually will have First and Last name as Lead Name, however lead created via web form will use "Enquiry Form" as lead name instead of using First and Last name.

Lead entered into Bitrix manually will also have email notification sent to specific Bitrix users instead of sending to enquirer's email.


Here is the BP process:


New Lead email notification:



Send email response to enquirer:

Will also like to find out what does "Message send mode" and "Message template website" are for in the above screenshot.

Thank you.
Edited: Elaine Heng - 01/30/2016 14:35:51
Hi Elaine,

here's a couple of suggestions to help you:

1) don't use parallel activities, just use normal (serial) activities, one after another. Parallel activity is tricky, it will only proceed after all branches reach the end of the block.
2) if you want to execute some activities for manual lead creation, and others for API lead creation, use a Condition based on Lead Source set inside the PHP script.
3) check how the web form fields are mapped to the lead (API) fields.

Try mapping the fields like in the example below:

web page form   fieldsmapping to PHP/API
string:"Website(WEB)" 'SOURCE_ID' =>   $leadData['SOURCE_ID'],
string:"came from www.abc.com" 'SOURCE_DESCRIPTION' =>   $leadData['SOURCE_DESCRIPTION'],
Company 'COMPANY_TITLE' =>   $leadData['COMPANY_TITLE'],
First_name 'NAME' => $leadData['NAME'],
Last_name 'LAST_NAME' =>   $leadData['LAST_NAME'],
email 'EMAIL_WORK' =>   $leadData['EMAIL_WORK'],
phone 'PHONE_WORK' =>   $leadData['PHONE_WORK'],
subject/reason for msg 'TITLE' => $leadData['TITLE'],
customer message/inquiry 'COMMENTS' =>   $leadData['COMMENTS'],
custom_field_1UF_CRM_1447785285' => $leadData['CATEGORY'],
custom_field_2 'UF_CRM_1447785340' =>   $leadData['SEVERITY']
We offer workflow development services if you need help.
thanks
---
Ronaldo Radünz

Bitrix24 Gold Partner
http://www.radsolucoes.com.br
Thanks Ronaldo, will look into your suggestions.
Pages: 1
2,000,000+
organizations
are already using Bitrix24