Bitrix24 Training Course 13. CRM Robots: Data storage and modification.

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Welcome to the module of our comprehensive Bitrix24 training series! 🎓 In today's session, we'll delve deep into the world of Bitrix24 CRM Robots, ... . Whether you're new to CRM automation or seeking advanced techniques, this tutorial is perfect for you!

🔍 What You'll Learn Today:

Adding List Items:
One of the key features we'll explore is adding list items. This feature is incredibly useful for managing data within your Bitrix24account. To get started, navigate to the "List" section by going to your company settings and typing "Lists." Here, you can create a new table or list to store your data. For instance, you can create a list named " Table for accountant."

Customizing Fields:
Once you've created your list, it's time to customize the fields. This step involves defining the specific data you want to track. In our example, we create fields like "Company Name," "Amount of Payment," and "Payment Date" to keep track of client payment information. These fields will be used to store relevant data.

Adding List Items Automatically:
After setting up your list and customizing the fields, you can automate the process of adding list items. In Bitrix24, you can create automation rules to handle this. For instance, you can set up a rule that adds a list item when a specific condition is met, like when a payment is received. This automation simplifies the task of populating your database.

Modifying List Items:
Bitrix24 also allows you to modify list items easily. You can update the data stored in your list as needed. In the video below, demonstrates how to change the company name for a specific record within the list. This flexibility ensures that your data remains accurate and up-to-date.

Performing Math Operations:
In some cases, you may need to perform mathematical operations on your data. Bitrix24 automation makes this possible. For example, you can use math operations to generate sequential contract numbers. The video below explains how to create a counter variable and use it to automatically assign contract numbers in a specific order.

Global Constants:
To further enhance data management, you can use global constants. These constants allow you to define values that remain consistent across your Bitrix24 account. For example, you can set a constant for a contract name that includes a year, ensuring that your contract naming conventions are uniform and easy to manage.

Manual Data Entry:
In situations where manual data entry is necessary, Bitrix24automation still has you covered. You can create custom fields, such as "Manual Contract Number," to allow users to input data manually. Then, you can set up automation rules to update other fields based on this manual input, maintaining data consistency.

Automation Sequencing:
It's crucial to ensure that your automation rules run sequentially. This means that one rule should complete before the next one begins. This prevents conflicts and ensures the accuracy of your data.


📌 Resources & Links:

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Stay tuned, and let's master Bitrix24 together! ✨

▶️Time-code:
00:00 - Introduction
00:48 - Robot "Add list item"
10:00 - Robot "Modify list item"
14:24 - Robot "Get list item information"
15:55 - Robot "Perform math operations"
21:33 - Robot "Modify variable"

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