How to connect Creatio to Albato

Creatio: Business process automation
Creatio
·
10/17/2023
·
1 min. read

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!


Creatio