Robot catalog for Bitrix24 (Alaio)

CRM

Change responsible on related

Changes the responsible person on entities related to the current one (company/contact/deal): its deals, contacts, or companies.

CRM

Clean duplicate activities on current entity

Finds same-titled activities in the timeline of the lead, deal, contact or company the business process runs on, keeps one of each and completes or deletes the rest. No ID needed. Useful after merging records, when the donor timeline is moved into the master.

CRM

Clean duplicate activities on entity by ID

Finds same-titled activities in the timeline of the given lead, deal, contact or company, keeps one of each and completes or deletes the rest. The entity is set by type and ID, so the robot can run from another entity's process. Useful after merging records, when the donor timeline is moved into the master.

CRM

Clear a field

Sets any field of any CRM entity (deal, contact, company, lead) to an empty value.

CRM

Customer LTV

Calculates customer LTV: total, count, and average check of won deals or paid invoices, plus the last purchase date and days since it. The invoice payment date is the moment it moves to the paid stage; amounts in other currencies are converted to the portal base currency at the current rate. Only records currently in a won/paid stage are counted: items moved out of it drop from the total. Up to 2000 records per customer.

CRM

Copy timeline to another entity

Moves history (activities and comments) from one CRM or SPA item to another. Activities are attached (one record visible in both timelines) or copied; comments are copied together with files and an author line in the text. You can narrow down what gets moved: by author, by period and by the number of most recent records. The 'count the period by change date' option affects activities only: Bitrix24 (Alaio) exposes no change date for comments, so their period is always counted by creation date.

CRM

Assign responsible: queue / workload

Picks the next responsible person round-robin (repeat in the list = bigger share) or the least busy one, and assigns them to the current item.

CRM

Find contact by phone or email

Searches for a contact in the CRM by phone number or email. Returns the ID and name of the first match.

CRM

Find deal by condition

Searches for deals by filter: stage, assigned user, contact, company, or a custom JSON filter.

CRM

Find lead by condition

Searches for leads by filter: stage, assigned user, phone, email, or a custom JSON filter.

CRM

Find smart process item

Searches for smart process items by filter: stage, assigned user, or a custom JSON filter.

CRM

Format entity phone numbers by ID: custom prefix

Normalizes all phone numbers of a chosen entity (lead, contact or company) by its ID to "prefix + digits" — from any business process. The prefix is typed in.

CRM

Format entity phone numbers: custom prefix

Reads all phone numbers of the lead / contact / company the workflow is running on and normalizes them to "prefix + digits". The prefix is typed in.

CRM

Get company/contact address

Reads the actual or legal address of a CRM company or contact, returning it as a single string and as individual parts.

CRM

Check the stage checklist

Reads a Stage checklist field and reports whether the required items of the current stage are closed. Returns Y/N, a counter and the list of what is left.

CRM

Get item comments

Reads the timeline comments of a CRM or SPA item and returns them in several shapes at once: as one string, as a list to loop over, as a JSON array and as the last comment on its own. The selection can be narrowed by author, period and number of most recent records.

CRM

Get field value from a related entity

Reads the value of any field from a CRM entity (deal, contact, company, lead) by its ID.

CRM

Manage observers

Adds, removes, or replaces observers on the current CRM entity (deal, lead, contact, company, smart process).

CRM

Link Open Channel conversation

Links Open Channel (Open Lines) conversations from one CRM entity to another (e.g. from a lead to a deal): the dialog appears in the target entity's timeline. Link all dialogs, the last one, or only unfinished ones.

CRM

Previous stage

Returns the stage an item came from: code and name, the funnel, when it left that stage, and how long it stayed there. Works with deals, leads and smart processes; by default it uses the item the workflow runs on, so there is nothing to configure. History is read at run time — no delay, no background fields.

CRM

CRM