Link contacts to a deal
The "Link contacts to a deal" robot links one or several contacts to a Bitrix24 (Alaio) deal by their IDs, right inside an automation rule or a workflow. The "add" mode appends to the already linked contacts, the "replace" mode keeps only the listed ones. It returns a success flag, the number of linked contacts and the resulting list of IDs.
A deal can have several contacts, but the stock "Change document" robot only changes the single primary one, and the other bindings are easy to lose along the way. This robot manages the whole list. Provide one contact ID or several, comma-separated, from a variable or from the output of another robot such as "Find contact by phone". By default the robot works with the deal the workflow runs on, but any deal ID can be given. The "Add" mode appends contacts to the already linked ones and skips those already present; the "Replace" mode keeps only the listed contacts, the first one becoming the primary. It returns Success (Y/N), the number of contacts linked by this run, and the full list of linked contact IDs after the run, ready for conditions and next steps.
What input parameters does the robot accept?
| Parameter | Type | Required? | Default |
|---|---|---|---|
| Deal ID (empty — the deal the workflow runs on) | int | — | |
| Contact IDs (one or several) | string | yes | |
| Mode | select | — | add |
What does the robot return?
| Parameter | Type |
|---|---|
| Success (Y/N) | string |
| Contacts linked by this run | int |
| IDs of all linked contacts after the run | string |
What errors can the robot return?
The robot writes these messages to the business process log when it cannot complete a step. The text tells you what to fix in the settings or the data.
- Error: no ID given and the workflow runs on a different item
- Error: no valid contact ID given
- Error: too many contacts, the limit is {max}
- API error: {message}
- Could not link contacts: {ids}
- Contacts not found: {ids}
Scenario: a deal with a company that has several representatives
- The workflow collects the IDs of all the company's contacts
- This robot in "Add" mode links them to the deal in one step
- Emails and calls on the deal are now visible for every participant