bx24_crm_documents
Generate and manage Bitrix24 CRM documents: create templates, produce invoices and contracts, control numbering and bindings.
Instructions
Bitrix24 CRM document generator (генератор документов): templates, documents, numerators, bindings, providers. Methods crm.documentgenerator.* (REST 1.0 + 3.0). RU/EN: документ, шаблон документа, счёт, договор, нумератор / document, document template, invoice, contract, numerator.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | No | Document/workflow template ID | |
| order | No | Order object (e.g. { 'ID': 'DESC' }) | |
| start | No | Pagination offset (number of records to skip) | |
| token | No | Document access token (for document_get/delete) | |
| action | Yes | Operation to perform: - "template_list": List document templates - "template_get": Get a template by ID - "template_add": Add a document template - "template_update": Update a document template - "template_delete": Delete a document template (destructive) - "template_fields": Describe template fields - "document_add": Generate a document from a template (templateId + entityId + entityType) - "document_get": Get a document by ID (requires token) - "document_list": List generated documents - "document_delete": Delete a document (destructive, requires token) - "document_fields": Describe document fields - "document_enable": Enable a public document link - "document_disable": Disable a public document link - "binding_add": Bind a template to an entity type - "binding_list": List template bindings - "binding_get": Get a binding - "binding_delete": Delete a binding (destructive) - "binding_fields": Describe binding fields - "numerator_add": Add a document numerator (numbering template) - "numerator_get": Get a numerator - "numerator_list": List numerators - "numerator_update": Update a numerator - "numerator_delete": Delete a numerator (destructive) - "region_list": List document regions (locale) - "provider_list": List document providers (data sources) | |
| fields | No | Template/document/numerator fields (per Bitrix24 docs for the method) | |
| filter | No | Filter object (e.g. { '>OPPORTUNITY': 10000, 'STAGE_ID': 'WON' }) | |
| select | No | Array of field names to return (projection) | |
| confirm | No | Set to true to confirm destructive actions when BX24_CONFIRM_DESTRUCTIVE is enabled. | |
| entityId | No | Entity ID for document generation | |
| documentId | No | Document generator document ID | |
| entityType | No | Entity type for binding (e.g. crm_deal, crm_lead) | |
| templateId | No | Document/workflow template ID | |
| numeratorId | No | Document numerator ID |