Recurring Deals: Overview of Methods

Recurring deals are deals that are created based on a template. You can set the period and the number of repetitions for recurring deals. They will be automatically created in the selected Sales Funnel.

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User documentation: Recurring deals

Connection of Recurring Deals with Other CRM ObjectsConnection of Recurring Deals with Other CRM Objects

Deals. To create a new template, use the method crm.deal.recurring.add. Pass the ID of an existing deal in the DEAL_ID parameter of the method. The field values of this deal will be saved in the template.

To view the deal based on which the template was created, execute the method crm.deal.recurring.list. As a result, you will receive the value BASED_ID. Pass the obtained value to the id parameter of the method crm.deal.get. If the template was created in the recurring deals section of Bitrix24, the BASED_ID parameter will be empty.

Funnels. You can create and manage sales funnels for deals through the group of methods crm.category.* where entityTypeId of the deal = 2. To create a recurring deal in the desired funnel, pass the funnel ID in the CATEGORY_ID parameter.

Products. If the deal template includes product items, a new recurring deal will be created with them. To modify the product items in the template, use the methods from the group crm.item.productrow.*. Pass the DEAL_ID value from the result of the method crm.deal.recurring.list as the ownerId of the deal.

Clients. If a company and contacts are selected in the deal template, a new recurring deal will be created with them. To change the company in the template, use the method crm.deal.update, and to change the contacts — the methods from the group crm.deal.contact.*. Pass the DEAL_ID value from the result of the method crm.deal.recurring.list as the id of the deal.

Overview of Methods and EventsOverview of Methods and Events

Scope: crm

Who can execute the method: depending on the method