Service
Bitrix24 Robots and Business Process Design
We design and implement business processes in Bitrix24 — from simple robots on deal stages to multi-step workflows with approvals, parallel tasks, and deadlines. Each process is aligned with roles in your company and easy for managers to supervise.
Who it is for
- Organizations formalizing approvals for discounts, contracts, or procurement
- HR and IT teams running employee onboarding inside Bitrix24
- Service companies tracking tickets and SLAs through structured BPM stages
What you get
- Transparent status — everyone knows the next step and owner
- Fewer ad-hoc chats; decisions tracked in CRM history
- Processes versioned and adjustable without custom code when possible
- Compliance-friendly audit trail for approvals and handoffs
What we deliver
- Model AS-IS and TO-BE processes with stakeholders from each department
- Configure business process designer: actions, conditions, timers, and notifications
- Set up robots for CRM events — stage change, field update, incoming lead
- Link processes to tasks, documents, and external integrations where required
- Train process owners and provide diagrams for internal documentation
How we work
- Process discovery — workshops and sample cases from your operations
- Blueprint — swimlane diagrams, roles, SLAs, and exception paths
- Implementation in Bitrix24 with UAT on real scenarios
- Launch, owner training, and quarterly review for optimization
FAQ
What is the difference between robots and business processes in Bitrix24?
Robots are lightweight automations tied to CRM events. Business processes are full workflows with steps, assignments, and approvals. We combine both where it fits.
Can processes span CRM, tasks, and document approval?
Yes. Bitrix24 business processes can create tasks, request files, and wait for user actions across modules — we design end-to-end flows.
Let’s discuss your task
Consultation is free. We estimate scope and share a plan — no budget surprises.
Send a request →