Tools
Register free

Document Opened Trigger for Invoices and Quotes

Document Opened Trigger for Invoices and Quotes
Bitrix24 Team
July 22, 2022
Last updated: July 29, 2022
Dear Bitrix24 users,

Triggers are CRM automation tool. They can track customers actions and some changes in a CRM system: 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 is an automation rule that will help you with invoices and quotes. It is triggered when the client opens a public link to the document.

It is useful, for example, when your manager should send an invoice or a quote to a client. With the trigger help, the manager can call the client when they open the document.

Here is the article on how to use the trigger and how to set it in the CRM system.

Make robots work for you with our CRM!

Kind regards,
Your Bitrix24 team.


Free. Unlimited. Online.
Bitrix24 is a place where everyone can communicate, collaborate on tasks and projects, manage clients and do much more.
Register free
You may also like
Tools
Invoices and Quotes: Customization Explained!
Tools
Bitrix24 SCRUM Guide
Tools
Intranet and Extranet Users Comparison
Tools
Import CRM Solution Presets