Bitrix24

Before setting up, install the application and connect Bitrix24.

Available action

• Change the field of a transaction, contact or company - writes data from the dialog, fixed value or variable to the selected field.
• Change the status of the transaction - transfers the transaction to another stage of the funnel.
• Find a trade - finds a trade under one or more conditions and returns the selected fields without changing the CRM.
• Find and update / create a deal - looks for a deal, updates the one found or creates a new one depending on the chosen mode.
• Translate the dialogue to a free operator - transmits the chat to the first available employee of the open line.
• Translate the dialog to the operator or queue - allows you to choose a specific employee or queue.
• Set a task - creates a task for the selected user; you can leave the option Current user and specify the text of the task.
• Change the smart process step - transfers the element of the selected smart process to another stage.

Starting conditions Bitrix24

In the Channels and Start tab for Bitrix24, you can add the conditions Transaction field, Client field and A smart process is launched. For the field, select the object, CRM field, operator and value. The interface takes into account the type of field: shows the number, date, list, user or flag instead of the usual line.

For a smart process, select the process and stages. The Proceive switch immediately after the start of the desired smart process allows you to run a script for a process event, rather than waiting for the next message.

Find a deal.

1. Choose what to do if you find several trades: take the first, last or return the error.
2. Choose behavior in the absence of a result: return an empty result or error.
3. Add one or more search terms and combine them using AND or OR.
4. Select the fields that the action will return to the bot.

Under the terms, the main and user fields of the transaction are available, as well as data from the associated contact and company. For each condition, select an operator and a value; the value can be transmitted via a variable.

Find and Update/Create a Deal

The action supports four modes:

• Find and update - change the trade found, but not create a new one;
• Find or create - return the transaction found or create a new one;
• Always create a new - skip search
• Find, update, otherwise create - update the trade found, and if there is no result, create a new one.

After the search conditions, configure the rules for updating the fields: write always, only in empty fields, skip filled or update only the transferred values. Separately fill in the fields that are used when creating a transaction, and select the result data to transfer to the bot.

In the action of changing the stage of the smart process, additionally specify which element to change: the startup condition found, the last active or first active element of the client.

Example: Save the client's phone to the phone variable, then send @phone to the search condition or the Phone field. To change the stage, specify in the prompt the event after which the transition is allowed, for example, confirmation of interest or obtaining mandatory contacts.