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Showing posts with the label Bitrix24

How to properly develop your own REST methods for on-premise Bitrix24

During one of our recent implementations, CRM Bitrix24 was used as a backend for another external system - for a student's account. Through an account interface, students can apply for training in the chosen course, upload the necessary documents, monitor the status of their application, pay tuition bills, and also interact with their curators. All this is very deeply integrated with Bitrix24 business processes. For such a deep integration of Bitrix with a third-party system, we lacked standard REST methods - the logic for using requests became too complicated and confusing.

How to add a custom activity type in Bitrix24 CRM

During one of our recent self-hosted Bitrix24 implementations, we had the task of adding a new type of Activity to CRM - something between a Call Activity and a Visit Activity. The customer wanted this new Activity to be able to participate in CRM reports and filters. To begin with, it was necessary to add a link to a new Activity type in the CRM entity card. We found out that the crm.timeline component is responsible for the output of this part of the interface. In particular, its template.php contains a list of displayed links to case types. For example, for a call, something like: Accordingly, as we can see, this is a regular link with the data parameter item-item-id. So we can add ours, with our own unique data-item-id. As you can see, the href for the link is set as "#" - clicking on this link is processed by the JS code from the script.js of this component. Indeed, the BX.CrmTimelineMenuBar function is responsible for this.processItemSelection()....

How to setup server for Bitrix24 on AWS EC2

Bitrix24 cloud version basic implementation for only $400

Bitrix24 cloud version basic implementation for only $400. What list of tasks is included in the basic implementation?

Cloud Bitrix24 and Post Tracking - SOAP Integration via AWS Lambda

I like to use Serverless AWS technology: Lambda and API Gateway to customize the cloud Bitrix24. It is comfortable, simple, elegant and very cheap. For example, AWS Lambda gives us the possibility to check post tracking numbers for free for the first year through the Post SOAP service. After a year, if my measurements and calculations are correct, checking 100,000 post tracking numbers will cost about $12.  What do we need for this:

AWS Lambda and API Gateway for Bitrix24 webhook processing

Many of my clients use Bitrix24 cloud version as a CRM system and project management system. The main advantage of the cloud version over the on-premise is that the client does not need to think about a server, it's support and security. However, this advantage is partially lost when the need arises to extend the functionality of Bitrix24 through custom applications. Fortunately for the operation of simple non-replicable applications, those for which webhooks are usually used, do not need a server. Serverless service Lambda from AWS (Amazon Web Services) https://aws.amazon.com/ru/lambda/ and Amazon API Gateway https://aws.amazon.com/ru/api-gateway/ are enough.

How we integrated Bitrix24 with WhatsApp

The task of integrating the CRM Bitrix24 with WhatsApp was implemented by me and my team 4 times using various methods. (2 times for Cloud Bitrix24 and 2 times for Self-hosted Bitrix24). We have been working on this task for the last 3 months. The WhatsApp messenger has not yet opened API for everyone, so in order to integrate Bitrix24 with WhatsApp, we had to use third-party services as a proxy.

How to set up a company card in CRM Bitrix24 - example

This morning one of my clients asked me how to set up a company card in Bitrix24 for storing such data:

Bitrix24 сonference - my impressions

Recently, I attended the Bitrix24Idea Conference. The conference was held at the Moscow School of Management in Skolkovo. It was divided into five streams, including one interactive stream, where participants expressed their ideas on various business topics.

Bitrix24 customization example - tasks list grouping by responsible person

One of our customers asked us to add a tasks list grouping by responsible person feature in Bitrix24. It is also required to be able to change a responsible person by simple dragging tasks to the appropriate group. This customer has self-hosted Bitrix24, so we were able to add a required functionality.