Albato
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  • Welcome to Albato Help

    How to connect Creatio to Albato


    IN THIS ARTICLE

    Creatio (BPMS) is a system for managing all types of sales, from short orders to long corporate deals.

    Available triggers

    Triggers are the events that trigger the automation, All triggers run in real time, i,e, data is transferred in the moment the event occurs

    • Entity has been created/modified

    Available actions

    Actions are what Albato performs when your automation is running, Actions also allow you to transfer data to other apps and systems

    • New entity
    • Find entity

    Before setting up integrations with Creatio connect the app to Albato.

    To do this, go to the Apps section and click the Add a connection button.

    Example.png

    Select the app and click the Add a connection button.

    Creation.png

    Come up with a name for your connection.

    Enter the following values: Domain, Login, Password.

    Creation (1).png

    Domain - take from the address bar. Login - enter your username, not your email. Password - enter your Creatio profile password.

    Creation (2).png

    Paste these values into the Albato connection fields and click the Continue button.

    The connection is ready!

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