Case Study
Bitrix24 Deal Workflow and SPA Automation
A Bitrix24 workflow setup for deal automation, service-type routing, pricing calculations, discount approval, and Smart Process Automation creation.
Book a Systems ConsultationBusiness Context
CRM Workflow Automation
This Bitrix24 project used workflow templates and SPA automation to structure deal processing around service type, pricing calculations, margin and VAT logic, approval routing, revision handling, and automated SPA creation. The result was a cleaner operational flow where deal workflow logic and smart-process records could move through defined conditions instead of depending on manual follow-up.
The Workflow Problem
• Deal processing needed clear service-type routing inside Bitrix24
• Pricing, margin, VAT, and discount checks had to run through repeatable workflow steps
• Supervisor approval and revision handling needed to sit inside the CRM process
• SPA creation needed to be connected to the deal workflow instead of handled manually
System Built
Deal Workflow Template
The full Bitrix24 workflow routes deals through conditions, calculations, approval checks, and revision paths.
Pricing Logic
Discount, margin, final price, and VAT calculation steps were organized inside the workflow sequence.
Approval Routing
Supervisor approval paths separate accepted discounts from deals that need revision before continuing.
SPA Automation
Smart Process Automation creation is triggered from the deal workflow through controlled Bitrix24 conditions.
Operational Outcome
The setup gives the team a structured Bitrix24 process for deal automation and SPA creation, reducing manual routing decisions and making pricing/approval handling easier to follow.
Operational Outcomes
• Deal workflow branches were mapped around service type and conditional approval paths
• Pricing, margin, VAT, and discount approval steps were structured inside Bitrix24 automation
• Smart Process Automation records could be created from controlled deal workflow logic