CRM / Bitrix24 · one-click automation
One-click notification and document automation
Client:
sattar.kz
Category: CRM / Bitrix24
Stack: Bitrix24 D7, SMS gateway, WhatsApp API, document generation, file storage
Timeline: 2–4 weeks
sattar.kz
Category: CRM / Bitrix24
Stack: Bitrix24 D7, SMS gateway, WhatsApp API, document generation, file storage
Timeline: 2–4 weeks
Problem
At sattar.kz, a manager drafted a contract or a claim by hand, separately called or messaged the client, and hunted for the case files scattered across a disk — the routine took longer than the actual case work.
Constraints
Different document and notification types for different scenarios, and files had to be filed predictably so any team member could find them, not just whoever created them.
What I did
- Generating contracts and claims with one button right on the deal card
- Sending SMS and WhatsApp to the client with one button — no switching to another app
- Automatically filing case files into disk folders — a predictable structure for the whole team
- A log of sent notifications on the case card
Screenshots
Screenshot coming soon
Contract and claim generation buttons on the deal card
Screenshot coming soon
An SMS or WhatsApp message sent to the client
Screenshot coming soon
Log of sent notifications on the deal card
Architecture
Deal card
→ Document generator
→ SMS/WhatsApp sending
→ Folder-based file storage
Result
Routine messaging and file-hunting disappeared: one click on the deal — the document is ready, the client is notified, the file is in the right folder.
What can be reused
Document-generation buttons on the deal card
One-click SMS/WhatsApp integration
Automatic case-file filing with a predictable folder structure