Create a group

The robot creates a group chat and adds the client to it.

How to add the ChatApp robot:

Step 1. Go to the “Robots” section in the required CRM funnel.
Step 2. On the stage where the robot should trigger, click “+”.
Step 3. In the left-hand list, scroll down and open the “Other robots” section.
Step 4. Select the robot [ChatApp for WhatsApp, Telegram, Viber] — “Create group”.

“Sequentially”, “When”, “Conditionally”

Sequentially — the order of robot execution at the stage:
• Independently of other robots — starts immediately (default).
• After the previous robot — starts only after previously configured robots on this stage have completed.

When — the robot trigger moment:
• Immediately — when the card moves to the stage (default).
• After time — delayed start (set interval).

Conditionally — additional conditions for robot execution (if needed).
If the condition is met — the robot will run. If not — the robot will not run.

Group name

In the “Group name” field, enter the name that will be assigned to the group when it is created by the robot.

“Group participant phone numbers”, “Username”

In the “Group participant phone numbers” field, enter the phone numbers of users to be added to the group chat. The number can be specified in two ways:

• Manually — enter one or more numbers (comma or semicolon separated).
• Via variable — the number is pulled from the CRM card: click the three dots → select entity (Lead or Deal) → choose the field where the phone number is stored.

If phone numbers are stored in different fields (“Mobile”, “Work”, etc.), use variables:
• for lead — {{Phone (text)}}
• for deal — {{Contact: Phone (text)}}

The “Phone (text)” variable pulls all numbers from the CRM card.
If multiple numbers are present, each number will be added to the group chat. To use a specific number, select the appropriate field.

The “Username” field is used to add a user by Telegram username.
To specify username via variable: click the three dots → select entity (Lead or Deal) → choose the field where the client’s username is stored:
• for lead — {{E-mail (text)}}
• for deal — {{Contact: E-mail (text)}}

“Message text”, “Avatar”

In the “Message text” field, enter the message that will be sent to the group chat after the client is invited.

In the “Avatar” field, specify the Bitrix24 Drive file ID to set the group chat avatar. Two avatar sizes are available:
— 96 × 96 px (JPG)
— 640 × 640 px (JPG)

Choose the appropriate field depending on image size and insert the Bitrix24 Drive file ID.

How to get a file ID from Bitrix24 Drive:
Step 1. In Bitrix24 Drive, right-click the required file.
Step 2. Click “Share” → “Copy internal link”.

The link will look like:
https://b24-xxxxx.bitrix24.ru/bitrix/tools/disk/focus.php?objectId=93&cmd=show…

The file ID is the number after objectId=
In this example, the file ID is: 93.
Copy your file ID and paste it into the “Avatar” field.

“First name” and “Last name”

Available only for number-based Telegram; for other channels leave empty.
Enter first and last name if the number is not saved in CRM — a new contact will be created.

“ChatApp Line ID”, “Channel”

In the “Line ID” field specify the ChatApp line ID through which the message will be sent.

In the “Channel” field select the communication channel from the specified line.
The robot will send the message through the selected channel.

Reflect in Open Lines

Determines whether the message sent by the robot is displayed in Open Line chat. Default — enabled.

Run as

By default, the user who installed the ChatApp application is used.