Documentation — Bitrix24 AI Workflow Builder

How It Works

From plain English to a live Bitrix24 workflow in 3 steps

1

You Describe It

Type what you want in plain English — no technical knowledge needed

2

AI Parses It

Gemini or Claude reads your description and converts it to a structured workflow blueprint

3

Bitrix24 Creates It

The blueprint is sent to your Bitrix24 account via API and saved as a Business Process template

4

You Activate It

Go to Bitrix24 → CRM → Automation and turn the workflow ON for your chosen entity

Real Examples

See exactly what the AI does with your words

💬

Deal Won → WhatsApp

Automatically message the client when you close a deal

When a deal is won, send a WhatsApp message to the client

TriggerDeal Won

EntityCRM_DEAL

ActionSend WhatsApp → {{CONTACT_PHONE}} → "Congratulations! Your deal has been confirmed."

📋

New Lead → Create Task

Automatically assign a follow-up task when a lead arrives

Create a follow-up task for the sales manager when a new lead is created

TriggerLead Created

EntityCRM_LEAD

ActionCreate Task → "Follow up with new lead" → Assign to {{ASSIGNED_BY_ID}}

📧

Overdue Invoice → Email

Alert the client automatically when payment is late

Send an email to the client when their invoice is overdue

TriggerInvoice Overdue

EntityCRM_INVOICE

ActionSend Email → {{CONTACT_EMAIL}}

🔔

Deal Lost → Notify Team

Alert the sales team immediately when a deal is lost

Notify the sales team when a deal is lost and create a review task

TriggerDeal Lost

EntityCRM_DEAL

Action 1Send Notification → Sales Team

Action 2Create Task → "Review lost deal reasons"

👤

Lead Converted → Assign Manager

Automatically reassign ownership when a lead becomes a deal

When a lead is converted, assign it to the sales manager

TriggerLead Converted

EntityCRM_LEAD

ActionAssign Responsible → {{ASSIGNED_BY_ID}}

All 20 Triggers

These are the events that can start a workflow. Mention one of these in your description.

Deal Triggers

deal_won

Deal is marked as Won

Say: "deal is won"

deal_lost

Deal is marked as Lost

Say: "deal is lost"

deal_created

A new deal is created in CRM

Say: "new deal created"

deal_updated

Any field on a deal changes

Say: "deal is updated"

stage_changed

Deal moves to a new pipeline stage

Say: "stage changes" "moves to stage"

Lead Triggers

lead_created

A new lead is added to CRM

Say: "new lead" "lead arrives"

lead_converted

Lead is converted into a deal

Say: "lead converted"

lead_updated

Any field on a lead changes

Say: "lead is updated"

Contact & Company Triggers

contact_created

A new contact is added to CRM

Say: "new contact"

contact_updated

A contact record is updated

Say: "contact changes"

company_created

A new company is added to CRM

Say: "new company"

company_updated

A company record is updated

Say: "company changes"

Task Triggers

task_created

A new task is created

Say: "new task"

task_completed

Task is marked as complete

Say: "task done" "task completed"

task_overdue

Task passes its deadline

Say: "task overdue" "task is late"

Invoice, Quote & Activity Triggers

invoice_overdue

Invoice is past due date

Say: "invoice overdue" "payment late"

invoice_paid

Invoice is marked as paid

Say: "invoice paid"

quote_created

A new quote is created

Say: "new quote"

quote_approved

Quote is approved by client

Say: "quote approved"

meeting_scheduled

A meeting is added to calendar

Say: "meeting scheduled"

activity_added

A note or activity is logged

Say: "activity added" "note added"

All 22 Actions

Chain multiple actions together in a single workflow description.

Messaging

send_whatsapp

Send WhatsApp via Bitrix24 Open Channels

Fields: tomessage

send_email

Send email to contact

Fields: tosubjectbodytemplate_id

send_sms

Send SMS via Bitrix24 telephony

Fields: tomessage

send_notification

Internal Bitrix24 notification bell

Fields: tomessage

send_bitrix_message

Internal Bitrix24 chat message

Fields: tomessage

Tasks & Activities

create_task

Create a new task

Fields: titleassigneedeadlineprioritydescription

update_task

Update a field on an existing task

Fields: fieldvalue

set_reminder

Create a CRM activity reminder

Fields: titleassigneedatetime

schedule_call

Schedule a call in CRM activities

Fields: todatetimeassignee

CRM Operations

create_deal

Create a new deal in CRM

Fields: titleassigneestage

update_deal

Update a field on the deal

Fields: fieldvalue

create_contact

Create a new contact record

Fields: title

create_company

Create a new company record

Fields: title

create_invoice

Generate a new invoice

Fields: title

create_quote

Create a new quote

Fields: titleassignee

Workflow Control

assign_responsible

Change the responsible person

Fields: assignee

move_stage

Move deal to a specific pipeline stage

Fields: stage

update_field

Update any CRM field value

Fields: fieldvalue

add_comment

Add a comment to the record timeline

Fields: message

add_tag

Add a tag to the CRM record

Fields: tag

remove_tag

Remove a tag from the CRM record

Fields: tag

External

webhook

Call any external URL (POST/GET) with deal data

Fields: urlmethodmessage

Smart Variables

The AI automatically inserts these into action fields. At runtime, Bitrix24 replaces them with real values from the CRM record.

Variable	What it inserts at runtime	Best used in
`{{CONTACT_PHONE}}`	Contact's phone number from CRM	WhatsApp, SMS recipient
`{{CONTACT_EMAIL}}`	Contact's email address from CRM	Email recipient
`{{CONTACT_NAME}}`	Contact's full name	Message body, task title
`{{ASSIGNED_BY_ID}}`	Current responsible user ID	Task assignee, notification target
`{{ASSIGNED_BY_NAME}}`	Current responsible user's name	Message body, comments
`{{DEAL_TITLE}}`	Name of the deal	Task title, message body
`{{DEAL_ID}}`	Numeric ID of the deal	Webhook body, comments
`{{DEAL_AMOUNT}}`	Deal value / amount	Invoice, message body
`{{DEAL_CURRENCY}}`	Currency code (USD, EUR…)	Message body
`{{LEAD_NAME}}`	Name of the lead	Notification, task title
`{{LEAD_ID}}`	Numeric ID of the lead	Webhook body
`{{STAGE_NAME}}`	Current pipeline stage name	Comments, notifications
`{{COMPANY_TITLE}}`	Company name linked to the record	Message body, task title
`{{TASK_TITLE}}`	Title of the task	Notification, comment
`{{TASK_ID}}`	Numeric ID of the task	Webhook body
`{{INVOICE_ID}}`	Invoice ID number	Message body, webhook
`{{INVOICE_AMOUNT}}`	Invoice total amount	Payment reminder message
`{{CURRENT_DATE}}`	Today's date	Comments, task deadlines
`{{CURRENT_DATETIME}}`	Current date and time	Activity timestamps

💡

You don't need to type these manually — just describe what you want in English and the AI picks the right variables automatically.

How to Activate Your Workflow in Bitrix24

After clicking "Create in Bitrix24", follow these steps to turn it on

ℹ️

The AI Workflow Builder creates the template in Bitrix24. You need to activate it inside Bitrix24 for it to run automatically.

For Deal Workflows

Go to CRM → Deals
Click Automation in the top menu
Find your workflow in the Business Processes tab
Click Activate or toggle it ON

For Lead Workflows

Go to CRM → Leads
Click Automation in the top menu
Find your workflow in the Business Processes tab
Click Activate or toggle it ON

✅

Once activated, the workflow runs automatically every time the trigger condition is met — no manual action needed.

Tips for Better Descriptions

The AI works best when your description is clear and specific

✅ Good descriptions

"When a deal is won, send a WhatsApp to the client"
"Create a task for the manager when a new lead is created"
"Send an email when an invoice is overdue"
"Notify the team when a deal is lost and create a review task"

❌ Too vague — AI will ask for clarification

"Do something when things change"
"Send a message to someone"
"Automate my CRM"
"Handle new clients"

💡

Formula that always works: "When [trigger event], [do this action] to/for [who]" — Example: "When a deal is lost, send a WhatsApp to the client and create a task for the manager"

AI Providers

Choose which AI parses your workflow description

🟢 Gemini Flash FREE

Google's Gemini 1.5 Flash model. Free tier allows 1,500 requests/day. Recommended for most users. Fast and reliable for workflow parsing.

🟣 Claude Sonnet PAID

Anthropic's Claude Sonnet model. Requires API credits from console.anthropic.com. Slightly more accurate for complex multi-step workflows.

API Reference

For developers — direct API endpoints

Method	Endpoint	What it does
`GET`	`/health`	Check server, AI providers, and Bitrix24 status
`GET`	`/capabilities`	List all triggers, actions, entities, variables as JSON
`POST`	`/parse-workflow`	Parse English → workflow JSON (no Bitrix24 call)
`POST`	`/create-workflow`	Create workflow in Bitrix24 from a workflow JSON schema
`POST`	`/workflow`	Full pipeline: parse + create in one call
`GET`	`/workflows`	List workflow history from local database
`GET`	`/bitrix-workflows`	List all workflow templates in your Bitrix24 account
`DELETE`	`/bitrix-workflows/{id}`	Delete a workflow template from Bitrix24
`GET`	`/docs`	Interactive Swagger API explorer

FAQ

Common questions

The workflow was created but nothing is happening — why?

You need to activate the workflow inside Bitrix24 after it's created. Go to CRM → Deals/Leads → Automation → Business Processes → turn it ON.

The AI said "needs clarification" — what do I do?

Your description was too vague. Use the formula: "When [trigger], [action] to [who]". For example: "When a deal is won, send WhatsApp to the client."

Can I create workflows with multiple actions?

Yes. Just list them in your description: "When a deal is won, send WhatsApp to the client and create a follow-up task for the manager and add a comment."

How do I update an existing workflow?

Create a new workflow with your updated description. Then go to Bitrix24 → Business Processes, deactivate the old one, and activate the new one.

Is my Bitrix24 data sent to the AI?

No. Only your text description is sent to the AI. No CRM data, contacts, or deals are ever shared with AI providers.

Complete Documentation

How It Works

You Describe It

AI Parses It

Bitrix24 Creates It

You Activate It

Real Examples

All 20 Triggers

Deal Triggers

Lead Triggers

Contact & Company Triggers

Task Triggers

Invoice, Quote & Activity Triggers

All 22 Actions

Messaging

Tasks & Activities

CRM Operations

Workflow Control

External

Smart Variables

How to Activate Your Workflow in Bitrix24

For Deal Workflows

For Lead Workflows

Tips for Better Descriptions

✅ Good descriptions

❌ Too vague — AI will ask for clarification

AI Providers

🟢 Gemini Flash FREE

🟣 Claude Sonnet PAID

API Reference

FAQ

The workflow was created but nothing is happening — why?

The AI said "needs clarification" — what do I do?

Can I create workflows with multiple actions?

How do I update an existing workflow?

Is my Bitrix24 data sent to the AI?

Ready to build your first workflow?