Albato
  • Language
    En
    English
    Portuguese
    Spanish

    • Welcome to Albato Help

    How to Connect Creatio to Albato

    Last update:
    8/7/2026     · 1 min read

    IN THIS ARTICLE

    Creatio is a no-code platform for CRM, workflow automation, and business process management. It helps teams manage customer data, sales, marketing, and service processes in one workspace.

    Connect Creatio with Albato to integrate it with 1,000+ apps, including AI tools like ChatGPT or Grok, and automate workflows. Follow the steps below to complete the setup via OAuth.

    Step-by-step instructions

    Start in Albato

    1. Log in to your Albato account.

    2. Go to the Apps section and click Add a connection.

    Apps section and Add a connection button

    1. Type Creatio in the search field. Then, click Add a connection.

    Creatio in the Albato app search field

    1. Albato will ask you to enter the data required to create the connection.

    Creatio connection fields in Albato

    1. In the Domain field, enter the first part of your Creatio CRM domain.

    Creatio domain field in Albato

    Create OAuth credentials in Creatio

    1. Then open your Creatio account and go to Settings to create OAuth credentials for the Albato connection.

    2. In Settings, open OAuth 2.0 integrated applications. This section stores the apps that can access your Creatio data through OAuth.

    OAuth 2.0 integrated applications in Creatio

    1. Next, click New to create a separate OAuth application for Albato.

    New OAuth application button in Creatio

    1. Then select Server-to-server (client credentials). This grant type allows Albato to connect to Creatio without asking a user to log in each time.

    Server-to-server client credentials option in Creatio

    1. Enter a clear application name, for example Albato, so you can easily identify this integration later.

    Application name field in Creatio

    1. Click Save to create the OAuth application.

    2. After the app is created, copy the Client ID. You will need it in Albato to identify the OAuth application.

    Copy Client ID in Creatio

    1. Return to Albato and paste the Client ID into the connection field.

    Client ID field in Albato

    1. Then go back to Creatio and copy the Client Secret. Keep this value private, because it works like a password for the integration.

    2. Return to Albato and paste the Client Secret into the connection field.

    3. After that, close the Client Secret window in Creatio.

    Finish the setup

    1. Open the created Albato application in the Server-to-server (client credentials) list to finish configuring permissions.

    Albato OAuth application in Creatio

    1. In the System user field, select a user with full administrator rights. Creatio will use this user to define which data Albato can access.

    System user selection in Creatio

    1. Click Save to apply the system user settings.

    2. Finally, return to Albato and click Continue to test and save the connection.

    Continue button in Albato

    1. The Creatio connection is created successfully.

    Creatio connection successfully created in Albato

    Now you can use Creatio in your Albato automations. If you have any questions, reach out to the support team via the chat.

    About Creatio

    Creatio helps companies manage CRM data and automate business workflows without heavy development.

    With it, you can:

    • Manage leads, contacts, accounts, and customer interactions.
    • Automate sales, marketing, and service workflows.
    • Configure business processes and approval flows.
    • Connect CRM data with other tools used by your team.

    Did this answer your question?