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Overview

The "Get Templates" operation of the Document Generator resource in this Bitrix24 node fetches document templates from a Bitrix24 account. This is useful for workflows that need to dynamically retrieve available document templates for further processing, such as generating documents based on CRM data or automating document-related tasks.

Common scenarios include:

  • Automatically listing all active document templates filtered by entity type (e.g., Leads, Deals).
  • Fetching templates to present options to users in subsequent workflow steps.
  • Integrating with document generation processes where templates are selected programmatically.

Example: A sales automation workflow could use this node to get all active invoice templates and then generate invoices automatically when a deal is closed.

Properties

Name Meaning
Authentication Method of authenticating with Bitrix24. Options: OAuth2 (recommended), Webhook (simpler), API Key.
Filter Collection of filters to narrow down templates:
- Entity Type Filter templates by entity type. Options: All, Lead, Deal, Contact, Company, Invoice.
- Active Boolean to filter only active templates (true/false).
- Access Token String token used for authentication if applicable.
Return All Boolean indicating whether to return all results or limit the number of pages fetched.
Max Pages to Load Number specifying the maximum pages to load when Return All is false (each page has up to 50 items).

Output

The node outputs an array of JSON objects representing document templates matching the specified filters. Each item in the output contains template details as returned by the Bitrix24 API.

If the node supports binary data output (not explicitly shown here), it would typically represent generated documents or files related to templates. However, for this operation, the output is purely JSON data describing templates.

Dependencies

  • Requires connection to a Bitrix24 account via one of the supported authentication methods (OAuth2, webhook URL, or API key).
  • The node depends on Bitrix24's API endpoints to fetch document templates.
  • Proper credentials must be configured in n8n for authentication.
  • Network access to Bitrix24 services is required.

Troubleshooting

  • Authentication errors: Ensure the chosen authentication method is correctly set up with valid credentials or tokens.
  • Empty results: Check filter settings; for example, filtering by an entity type with no templates will return empty.
  • API rate limits or pagination issues: If not returning all templates, increase "Max Pages to Load" or enable "Return All".
  • Error messages: The node may throw errors if the Bitrix24 API is unreachable or returns invalid responses. Verify network connectivity and API permissions.
  • Continue On Fail: If enabled, errors will be returned as part of the output JSON instead of stopping execution.

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