Robotic Process Automation (RPA)

3 min read
Bitrix24 Team
June 18, 2020
Last updated: March 1, 2022
Robotic Process Automation (RPA)
Dear Bitrix24 users,

As you know, there is an option to create Workflows in your Bitrix24 account. However, the process of creating such workflows is rather sophisticated, and you've asked for an easier way to create and configure workflows.

Today we'd like to present Robotic Process Automation (RPA) in Bitrix24. 

Robotic Process Automation (RPA) is a form of business process automation, a productivity tool that allows to configure automation rules for repetitive and time-consuming tasks and processes in your company. You can automate almost any business process, especially those that involve several participants.

Robotic Process Automation in Bitrix24 is presented in a Kanban view, as this interface is very convenient and our Bitrix24 users are already familiar with it as they are used to working with Kanban view in tasks, projects and CRM.

To create and configure RPA, you need to add stages that the workflow will move through and add actions that will be performed at each stage.

rpaoverview2.jpg

For more information and the advantages of Robotic Process Automation (RPA), please see this article.

There are also detailed instructions on how to create a new RPA workflow and how to configure the RPA workflow.

What is more, access permissions to RPA stages that will help prevent data loss and accidental RPA workflows modification, are available for this tool as well. 
Please see this article with the instructions on how to configure access permissions to RPA stages.

We hope that the Robotic Process Automation option in Bitrix24 will increase the number of automation processes in your company, save time and increase productivity.


Best regards, 
Your Bitrix24 team 



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