Every month the same story repeats: managers manually create invoices, some forget, clients delay payment. Revenue is lost simply due to human error. Regular deals in Bitrix24 CRM solve this: they automatically create deals on a schedule. Unlike recurring deals, which are created after the previous one is closed, regular deals work strictly by calendar—regardless of the previous deal's status. Our practice shows: setting up regular deals saves managers an average of 4 hours per month per employee (data from 30+ implementations). We use this mechanism in projects with subscription fees, periodic deliveries, and subscriptions.
Why businesses need regular deals?
Typical scenario: an IT company monthly issues 50–100 invoices for server support. Without regular deals, the manager must remember each client, create a deal, and issue an invoice. With regular deals, the system automatically creates the deal N days before the payment date, a robot issues the invoice, and the manager only needs to monitor payment. This reduces the sales department workload and increases accuracy—overdue payment rate drops by 35% on average.
How to set up regular deals in CRM?
Setup is available in the "CRM+" plan and above. Via interface: Deals → Create → Regular deal. Set template (funnel, responsible, amount), schedule (daily, weekly, monthly, every N days), first deal date, and number of repetitions. The system displays the next creation date. For advanced setup, use REST API—it gives full control over logic.
Programmatic management via REST API
For complex scenarios—for example, creating regular deals from an external system or bulk updates—we use REST API. REST API is better than the interface because it allows you to create deals in batch and integrate with external services. Example of creating a regular deal:
BX24.callMethod('crm.deal.recurring.add', { fields: { DEAL_ID: templateDealId, IS_RECURRING: 'Y', RECURRING_TYPE: 'month', RECURRING_COUNT_REPEAT: 12, RECURRING_NEXT_EXECUTION: '2025-02-01T00:00:00+03:00', RECURRING_START_DATE: '2025-01-01T00:00:00+03:00', START_DATE_TYPE: 'fixed', RECURRING_LIMIT: 12, } }); Getting a list of regular deals:
BX24.callMethod('crm.deal.recurring.list', { filter: { IS_RECURRING: 'Y' }, select: ['ID', 'DEAL_ID', 'NEXT_EXECUTION', 'RECURRING_TYPE', 'LIMIT_REPEAT_COUNT'], }, result => { const recurringDeals = result.data(); console.log('Regular deals:', recurringDeals.length); }); Each new deal in the series passes through funnel robots. This is a key advantage: when the next deal is created, the responsible person is automatically notified, an invoice is issued (if the document module is connected), and a task for payment monitoring is created. Documentation on regular deals describes all parameters.
Why regular deals are better than manual creation?
Manual deal creation takes 10–15 minutes per deal, with an error probability of 5–7% (forgot, mixed up, typo). Regular deals eliminate these risks: deal creation time drops to zero, errors are eliminated. Over a year, you save up to 20 hours per manager—that's two and a half working days that can be spent on actual sales.
What's included in turnkey regular deal setup?
- Audit of current funnel and business processes
- Designing regular deal schema
- Setting templates, schedule, robots
- Developing REST scripts (if custom logic needed)
- Testing on a portal copy
- Documentation and manager training
- Post-launch support for 2 weeks
Comparison: Interface setup vs REST API
| Parameter | Interface | REST API |
|---|---|---|
| Setup speed | Instant | 1–3 days development |
| Flexibility | Limited by template | Full (any logic) |
| Integration with external systems | No | Yes (via webhook) |
| Bulk creation | One by one | Batch |
| Logging and monitoring | Built-in report | Custom dashboards |
Our work process
- Analytics: review current business processes, gather requirements.
- Design: schema of regular deals, robots, integrations.
- Implementation: setup templates, REST scripts.
- Testing: check on test portal, fix bugs.
- Deployment and training: launch on production, instruction for managers.
Timelines and cost
| Scope of work | Timeline | Starting price |
|---|---|---|
| Basic setup (interface) | from 1 day | $500 |
| Setup with templates and robots | from 2 days | $1,200 |
| REST integration + custom logic | from 4 days | $2,500 |
| Complete turnkey project | from 5 days | $3,500 |
Cost is calculated individually after audit. We'll evaluate your project in 1 day—leave a request, and we'll select the optimal solution. Typical savings from implementation—up to $400 per month by reducing manager time.
Typical mistakes and how to avoid them
- No responsible person set in template—deals created without an owner. Always set a responsible person.
- Unlimited repetitions without a limit—clutter CRM. Set a repetition limit.
- Robots not configured—deals are not processed automatically. Check robots in the funnel.
- Using outdated REST method with wrong fields—API errors. Consult documentation.
Why choose us?
With over 5 years of experience and 30+ successful implementations, our certified Bitrix24 specialists guarantee a smooth setup. We provide a 2-week post-launch support to ensure everything runs perfectly. Our track record includes a 35% reduction in overdue payments and 20 hours saved per manager monthly. Contact us for a free audit and proposal.