ToolsBusiness processes
Chains of «condition → action» steps over a record that the client builds themselves and launches via API (record id + process id). They change fields, create tasks, send messages — without code or robots.
- Create a deal with the amount from the request
- Fill the “Source” field: website
- Send the client a WhatsApp message
| Time | Action | Status | Channel |
|---|---|---|---|
| 10:42 | lead-from-site | ok | API token |
“Business Processes” is a visual builder of “condition → action” scenarios over a CRM record. You assemble a chain of steps with the mouse, without programming, and run it over a specific record via a call from your integration. For cases that robots can't express.
Part of the business logic doesn't fit the built-in robots: several actions in a row, branching, a trigger from an external system. Usually it's moved into code on the side or done by hand.
The scenario is assembled in the builder from “if — then” steps and runs over the needed record via a call from your system. The response shows what each step did; if a step fails, the changes of the whole process are rolled back.
What you get
- An “condition → action” builder — with the mouse, no code
- Steps over a record: company, deal, contact, lead, invoice, custom entity
- Actions: change a field, formula, change the stage or the owner, task, comment, notification, SMS, email or message to the client, calendar event
- The scenario is triggered by a call from an external system (by API token)
- A step-by-step response; if a step fails, the whole process is rolled back
How to connect
- 1Enable the appFree, in the Marketplace. “Configure” opens the builder.
- 2Assemble a processSet the “condition → action” steps over the needed record type.
- 3Issue a tokenSettings → “API & apps” → “Create token”.
- 4Trigger via APISend a POST to the process address (shown under its name: /api/v1/actions/run-process/<id>/) with {"record_id": …} and the API token. The response contains the result of each step.
Tools
1CIntegration with 1C:Enterprise (Trade Management): 1C pushes data into the CRM over the «website exchange» protocol (CommerceML) — you don't need to expose 1C to the internet, it works even behind NAT. Products, prices and stock, counterparties and orders arrive in the CRM. Connected by an administrator for the whole account.Free — there's no separate charge for the app. Transfer goes only from 1C to the CRM; the reverse direction (CRM to 1C) is not supported yet.
Tools
AI Call analyticsManager call dashboard: ranking, calls, talk minutes, clients and answered % — with a period filter and sorting by any metric.Free — there's no separate charge for the app.
Tools
QR PlatformDynamic QR codes: one link — change the target without reprinting, with scan stats.Connecting is free; creating codes requires a paid plan: 5,000 codes, 15,000 codes per month or unlimited. Payment is monthly and is charged to the account balance. Deleting a code doesn't give it back to the limit. Without a plan you can't create new codes, but already-created ones keep working.