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Roman Govorov2021-11-16 18:22:42
Bitrix24
Roman Govorov, 2021-11-16 18:22:42

How to automatically send a letter to the client when a lead arrives in bitrix24?

I plan to make it so that when a lead arrives, the client receives a letter with the lead number, etc.
Robots are not quite suitable for this, since when the status changes back to UNPROCESSED, the letter leaves again.

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2 answer(s)
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Vyacheslav Zhgilev, 2021-11-17
@RGameShow

Make the field type list "Lead sent": Yes, No - default "No"
When sending a letter, check the value of the field.
If "No" - send a letter and change the value of the field to "Yes"
Thus, it is possible to implement both robots and BP.

J
Julia Bedrosova, 2021-11-16
@Bedrosova

1 more status until Not processed: Never processed.

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