Task CRM binding (by ID)
The Task CRM binding (by ID) robot manages a Bitrix24 (Alaio) task's link to CRM elements: it links, unlinks or replaces a contact, company, deal or lead on a task by its ID. "Replace" swaps the element of the same type while keeping bindings of other types. It returns Success, a Changed flag and the resulting list of bindings.
The robot edits a task's UF_CRM_TASK field by task ID — the task's link to CRM elements. Inputs: task ID, element type (contact/company/deal/lead), element ID and a mode. Modes: "Link" adds a binding without touching others; "Unlink" removes only the given one; "Replace" drops all bindings of the same type and sets the new one (other-type bindings are kept). Every operation is idempotent: when there is nothing to change the robot returns Changed = N and skips the write. Use it from a deal or contact business process to bind the right element to a related task. Returns Success (Y/N), Changed (Y/N) and the resulting binding list as CONTACT_7, DEAL_10 — feedable into the find-task robot.
What input parameters does the robot accept?
| Parameter | Type | Required? | Default |
|---|---|---|---|
| Task ID | int | yes | |
| CRM element type | select | yes | contact |
| CRM element ID | int | yes | |
| What to do | select | yes | replace |
What does the robot return?
| Parameter | Type |
|---|---|
| Success (Y/N) | string |
| Binding changed (Y/N) | string |
| Current bindings (CONTACT_7, DEAL_10…) | 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: invalid parameters (element type/ID or mode)
- Error: task ID is not provided
- Error: a "current task" robot must run from a task's own business process or automation
- API error
Scenario: replace a task's contact from a deal process
- A deal business process reaches the step
- The robot with mode Replace, type Contact, the new contact ID and the task ID
- The robot returns Success = Y and the binding list with the new contact