Solutions
IN THIS ARTICLE
What are Solutions?
Solutions are ready-made cases for automation. In fact, a Solution is a set of pre-configured automation templates that allows you to install and run a whole set of automation scenarios. You can create a Solution in your account and then share it with other users.
What is Marketplace and My Installations?
Marketplace is a section where you can find all available Solutions created by users. On the Marketplace, you can choose the Solution that suits your needs (as well as the scenario, if there are several of them), add the Solution to your account and use it.
Each Solution can be changed according to your personal needs—for example, you can add another scenario.
Users select a Solution and install it into their accounts. When the Solution is installed, it appears in the My Installations section. It is a private copy that can be modified or started only by the user.
Changes made in My Installations do not affect the original Marketplace Solution. Likewise, if the original Marketplace Solution is updated, it will not affect the already-installed version in your account.
How to install Solutions?
Choose the Solution you need and click the Install button.
Choose the scenario you want to install into your account. The scenario can be changed after installation.
You can also add your own scenario. Set a name for it and after installation all settings for this scenario will be available.
The next step is to provide access to third-party systems. Users should grant Albato access to their accounts in third-party apps to transfer data between them.
You can skip this step, but in this case the Solution will not be fully installed and you will not be able to start it until access is granted. However, you will still be able to view the Solution’s settings and fields.
In some cases, Step 3 will appear during installation. You will need to set initial field values (for example, choose the CRM funnel where you want to send deals, specify the units system, etc.).
Click Continue, and the Solution will be installed. Then go to the My Installations section for further setup and launch.
What settings does the installed Solution have?
This is what an installed Solution looks like.
You can:
- View the settings of an installed scenario, customize field mapping, add tools, and set the start schedule. This works the same as configuring a standard automation in the Automation Builder.
- Enable additional scenarios for the Solution.
Important: scenarios can only be enabled/disabled when the Solution is stopped. All updates must be saved by clicking Save. - Add your own scenario — click the gear icon to configure it.
- Switch between Solution sections. For example, check which connection was selected for each system in the Apps section (you can open connection settings by clicking the gear), and view the Log containing all sent and received data.
- Start the Solution — without this action, it will not work.
Start/Stop controls all scenarios at once. To make changes, stop the entire Solution first, then restart it.
You're all done!
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