Send file

The robot can send a file (PDF, image, document, etc.) from Bitrix24.Drive, via a public link, or from a task in Bitrix24.

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] — “Send file”.

“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 been executed.

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

Fields “Phone”, “Chat ID”, “Messenger”

The robot supports several file sending methods — choose the appropriate one.
‼️Use only one sending method, otherwise messages will be duplicated.

Sending by phone number

In the “Phone” field, enter the number manually or use a variable:
• Manually — enter one or more numbers separated by commas.
• Via variable — the number is pulled from the CRM card.
Click the three dots → select “Lead” or “Deal” → specify the field with the number.

We recommend using the following variables:
• for deals: {{Contact: Phone (text)}}
• for leads: {{Phone (text)}}

The robot via the “Phone (text)” variable pulls all available client numbers from the card. If multiple numbers are specified, the message will be sent to each of them. If a specific number is required, select the exact field where the required number is stored.

Sending by Telegram username

In the “ID chat” field, enter the client’s username manually or via a variable:
Click the three dots → select entity “Lead” or “Deal” → specify the field
where the client’s username is stored in the CRM card.

Use the following variables for username:
• for lead: {{E-mail (text)}}
• for deal: {{Contact: E-mail (text)}}

Sending via the “Messenger” field

This method is used when there is no client contact data, but there is a chat with the client in Open Lines. In the CRM card, the “Messenger” field stores the chat data with the client through which the robot will send the file.

Mandatory condition:
the “Messenger” field must be filled in the CRM card.
This field is not filled manually — it is created automatically by the system if:
— the client wrote in Open Lines;
— or you started a dialogue with the client via Open Lines.

In the lead, the “Messenger” field is filled in the lead card.
In the deal, the “Messenger” field is filled in the contact card linked to the deal.

To send via the “Messenger” field, use variables:
— for lead: {{Messenger (text)}}
— for deal: {{Contact: Messenger (text)}}

Sending by chatID

chatID is the chat identifier in Scenario Dialogs. This method is used when there is no phone number or username, but there is a chat with the client in Scenario Dialogs.

Step 1. Add the ChatApp robot “Get chat ID from Messenger field” according to instructions
and place it before the main robot.
Step 2. Set: Sequentially → After the previous robot.
Step 3. In the “Chat ID” field click the three dots → select “Robots” → ChatApp robot “Get chat ID from Messenger field” → select the chatID variable.

Done! The robot will send the file via chatID.

“Bitrix24 Drive File ID”, “Public file link”, “Task ID to take files from”

The robot supports several file sources — choose the appropriate one.
‼️Use only one upload method, otherwise the file will be duplicated.

Maximum file size via robot — 60 MB.

Bitrix24 Drive file ID

How to get file ID from Bitrix24 Drive:
Step 1. In Bitrix24 Drive, right-click the 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.
Insert this number into the robot field “Bitrix24 Drive File ID”.

Public file link

In the “Public file link” field, insert a file URL.
The client will receive not the link, but the actual file or image from this link.

Important: the link must be public and accessible without authorization.

Task ID to take files from

This method allows sending files attached to a task.
How to get task ID:
Step 1. Go to “Tasks and Projects” and open the required task.
Step 2. Click the three dots → select “Copy task ID”.
Paste this ID into the robot field “Task ID to take files from”.

“File name”, “File caption”

The “File name” field is used to specify the file name shown to the client.
Include file extension. For example: test.jpg

The “File caption” field is the message text sent together with the file.
You can add a comment or explanation for the file here (if needed).

“First name”, “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 with these details.

“Line ID”, “Channel”

In the “Line ID” field specify the ChatApp line ID through which the message will be sent.
If there is only one line, the field can be left empty.
In the “Channel” field — select the channel from the specified line.
The robot will send the message via the selected channel.

Reflect in Open Lines

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

Wait for asynchronous result

The “Wait for asynchronous result” feature allows the robot to receive the actual delivery status of the message from the messenger. Without it, the robot only shows “sent” because the message is queued. The message may be sent but not yet delivered — for example, if the client is offline.

When enabled, the robot waits for the messenger response and returns the final delivery status. If delivered — success is returned; if not — an error is returned with a reason. This may increase execution time.

To show results in CRM timeline, set “Add result to CRM comments” to “Yes” or use a Bitrix24 “Add comment” robot afterward.

Add results to CRM comments

Controls whether the robot result is displayed in the CRM card timeline.

Run as

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