BLOG Bitrix24 tips and updates
Document Opened Trigger For Sales Automation
1 min read
Bitrix24 Team
July 28, 2022
Last updated: July 27, 2022
Document Opened Trigger For Sales Automation
Triggers are CRM automation tools. They can track customers actions and some changes in CRM: order payments, filling out CRM forms or calls. Your employees no longer have to go into each deal and check if the customer has read your email or paid the bill. Triggers will see the changes and automatically change the stage of the item.

Document opened trigger will help you to automate work with invoices and quotes. It is triggered when the client opens a public link to the document.

Here's a typical scenario: a manager should send an invoice or a quote to a client. With the trigger help, the manager can call the client when he or she opens the document. 

Find out more about how to use this trigger in this help article.
Most Popular
Bitrix24 Business Seminar in Dubai 2023
On-Premise Bitrix24 Upcoming Price Adjustments
Automating Business Processes With Bitrix24 Smart Scripts
New In Bitrix24 Warehouses
SMS Messaging in Bitrix24

Free. Unlimited. Online.

Bitrix24 is a place where everyone can communicate, collaborate on tasks and projects, manage clients and do much more.

Start for free
You may also like
Synchronize Bitrix24 Calendar with iCloud
Bitrix24 tips and updates
Synchronize Bitrix24 Calendar with iCloud
1 min read
Automation Rule Test Mode
Bitrix24 tips and updates
Automation Rule Test Mode
1 min read
Automation Rules Updates
Bitrix24 tips and updates
Automation Rules Updates
1 min read