In this article, we'll take a look at how to set up the Phone Check automation rule on a client's number in Bitrix24.
In our example, the automation rule will send a message to WhatsApp or SMS after checking the number, depending on whether the client has WhatsApp the employee responsible for the conversation will receive a notification of where the message was sent.
First, set up ChatApp integration in Bitrix24 and enable WhatsApp in the connector settings. Then register an account with the SMS provider available in Bitrix24 — in the example we'll use SMS.RU.
Warning. On a license with WhatsApp Business API (WABA) connected, it is not possible to run a phone number check.
1) Go into Bitrix24 and navigate to the pipeline where you want to set up the automation rule. In our example, this is the "Deals" tab.
2) On the right side above the pipeline, click on "Automation Rules".
3) In the opened window, click "+" on the stage of the pipeline where you want to create the automation rule. In the example, we'll take the "In progress" stage.
4) Add a "Phone check" automation rule. You can find it in the "Other robots" tab or by typing "Phone checks" in the search field.
5) In the "Phone" field select from which area the automation rule will take the number to check: contact, company or deal, work or home phone number. If you write {{Contact: Phone (text)}}, the automation rule will take all available phone numbers from the contact card.
6) Select "WhatsApp" in the "Channel" field and click "Save".
7) Now create a "Send Message" automation rule.
8) Add a condition by clicking on "Not Filled" in the "Condition" field.
9) In the drop-down box, select "Number Check Result" in the top box and "Equal" and "Yes" in the bottom box. Click "Select".
Important. Check the "After previous automation rule" box, otherwise, the message sending automation rule will be triggered before the verification automation rule. It may not do anything, or it may send a message to all channels.
10) In the "Phone" field, select from which area the automation rule will take the number to check.
11) In the "Message" area, enter the message you want to send to the client.
12) In the "Channel" field, select WhatsApp.
Great! Now if the client has WhatsApp, the automation rule will send him a message. Let's add text in case the client doesn't have WhatsApp.
13) Add an SMS automation rule. In our case, it's SMS.RU.
14) Add a condition using the same principle as in the previous instruction, only instead of "Yes" specify "No". The condition should be: "Condition: Number check result ("Y" for success or "N" for error) equal to No".
15) In the field "Number to send message" we again write {{Contact: Phone (text)}}.
16) In the "SMS Message" field, enter the text of the message for the client.
17) Click on "Save".
Great! Now, if the client doesn't have WhatsApp, a text message will be sent to him. All that's left is to set up notifications for the operator to know where the message has been sent - and whether it's been sent at all.
18) Add a "Notification" automation rule.
19) The condition is the same as in point 9.
20) In the message field, write "Message sent to WhatsApp".
21) In the "Message recipient" field, specify to whom you want to send the notification. We put "Responsible". Click "Save".
22) We put the same condition as in point 14.
20) In the message field, write "Message sent by SMS".
21) In the "Message recipient" field, specify to whom you wish to send the notification. We put "Responsible". Click on "Save".
Done! Your automation rules are ready. Move the card to this stage of the deal to test it. If something doesn't work, or you still have questions, perhaps a video with a detailed breakdown of this example will help you: