Symitar® Membership Agent for Creatio
AI-powered membership summarization tool that transforms complex Symitar core banking data into clear, actionable account insights within Creatio CRM, enabling financial institutions to deliver personalized member experiences instantly.
- Conversation AI
- Core banking
Trending
SalesUp Knowledge Base Agent for Creatio
An AI agent for searching and processing information that allows Creatio users to instantly receive accurate answers from all articles in the knowledge base without wasting time manually searching for the right document and information in it.
- Agent productivity
Trending
Customer 360
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
Knowledge Management
Collect knowledge about all company services and useful cases in a unified knowledge base.
Telemetry log for Creatio
The application ensures access to Creatio log in real time
Excel Reports Builder for Creatio
Creatio add-on to export data from Creatio to Excel spreadsheets
Deduplication Freedom UI enhancements
Deduplication for Creatio Freedom UI enhances data integrity by providing advanced deduplication for Contacts, Accounts, and Leads
Maintenance tools for Creatio
Flush Redis and restart the application pool directly from Creatio UI
Recently viewed records for Creatio
Quickly access recently viewed records in Creatio
Aspose.PDF connector for Creatio
Converting printable forms to PDF using the Aspose.PDF service
Inbox Insights
Inbox Insight helps assess and improve email deliverability by testing where emails land (Inbox, Spam, etc.), checking spam risks, and previewing how emails appear across different clients before sending a campaign.
- Bulk emails
Trending
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
Territory Management
Territory Management helps organizations structure and manage hierarchical sales territories, view key KPIs, and assign accounts, leads, opportunities, and team members across territory levels.
- Sales productivity
Trending
Browser file viewer for Creatio
Browser file viewer for Creatio is an add-on to preview attachments like .pdf, .png, .mp4, and more browser-supportable files in the browser.
Microsoft Power BI Desktop connector for Creatio
Connector to Microsoft Power BI Desktop, an interactive data visualization software
Zapier connector for Creatio
Connect your apps and automate workflows via Zapier
Ada AI Chatbot
Streamline your customer service engagements with an AI-powered Ada bot that connects to your knowledge base. Generate expert responses to your customers’ requests via Ada and seamlessly hand over unresolved conversations to human agents in Creatio.
Apollo.io connector for Creatio
Apollo.io connector allows you to enrich Contact and Account records
Filter highlighting for Creatio
Easily identifiable filters in lists
Microsoft Word plugin for Creatio
Generate printable documents based on section records.
Data Binding Tool for Creatio
Tool for analysts, developers, Creatio implementation specialists that extremely simplifies data to packages binding
Object Structure Export for Creatio
Add-on to export object structure and its relations to Excel file
WhatsApp chat integration for Creatio
The connector allows processing messages from WhatsApp in Creatio
Experceo Jotform connector for Creatio
The JotForm connector enriches Creatio's CRM, offering automated data sync, customizable forms, and real-time analytics, streamlining workflows for sales, marketing, and HR teams.
Psiog File Viewer for Creatio
The Psiog File Viewer is designed to facilitate the viewing of Attachments in Creatio. It enables users to view files that have been added to attachments within Freedom UI sections in the Creatio platform without the need to download them.
Experceo UI Wizard for Creatio
UI Wizard to simplify the customization of interface elements that can be challenging to modify.
Greytrix Project Management for Creatio
Greytrix Project Management for Creatio helps manage Projects, Tasks, Timesheets, and Calendars, with insightful Dashboards for better planning and execution. Ideal for tracking progress, allocating resources, and ensuring efficient project delivery.
Experceo Global JS/CSS Editor for Creatio
Use CSS and Javascript to customize your Creatio instance.
15-Second Leads for Creatio
15-Second Leads for Creatio enables company landing pages (e.g. Contact Us) to initiate a Creatio low-code business process and notify the designated rep of the customer request in around fifteen seconds by email and optional SMS or Push notificati
Zoom Meetings connector for Creatio
The connector allows you to export meetings from Creatio to Zoom Meeting and get meeting results back
YouScan connector for Creatio
Uncover new sales opportunities, as well as threats across social media with YouScan. Empower your customer success managers, marketers and sales specialists with social media insights delivered directly into Creatio.
ZoomInfo Sales connector for Creatio
ZoomInfo Sales connector allows you to enrich contact and account records
Google Forms integration for Creatio
Google Forms connector enriches Creatio, offering automated data sync, creating forms, streamlining CRM workflows.
Azure Active Directory connector for Creatio
Verified template for easy setup of Azure Active Directory integration
MasterCRM E-Chat integration for Creatio
MasterCRM E-Chat integration for Creatio allows to communicate with customers directly from the Creatio omnichannel core in popular messengers through personal Viber/Telegram account numbers using E-Chat service
SalesUp Copy Object Records for Creatio
The add-on allows making replication settings with maximum flexibility, regardless of the objects' complexity and their related elements.
Hootsuite connector for Creatio
Send posts or comments from the Hootsuite dashboard directly to Creatio, creating contact or case records.
Vacations for Creatio
Simplify vacation planning with the Vacations for Creatio app.
Advanced SSO settings for Creatio
Advanced settings for a Single Sign-On provider
Experceo QR Code Generator for Creatio
Streamline your document management in Creatio with our QR Code Generator. Quickly generate and embed QR codes in documents for efficient tracking and easy access, enhancing workflow and document interaction.
Reload data button for Creatio
Reload data button for updating data without page reloading.
Business Card Reader for Creatio
Business Card Reader enables transferring of all business card data directly into your Creatio
Freedom UI Reload Button for Creatio
The "Freedom UI Reload Button for Creatio" application adds reload button to Freedom UI FormPages.
Popup element in business processes
A new element in process designer to open popup window
Experceo Barcode Generator for Creatio
Enhance your tracking capabilities in Creatio with our Barcode Generator. Effortlessly create and embed barcodes in your documents to streamline tracking processes, ensuring accurate and efficient workflow management.
Telegram chat integration for Creatio
The connector allows processing messages from Telegram chatbot in Creatio
Email process elements for Creatio
New process actions added to process designer, which allows you to create an email activity with different sending options
Prodoscore connector for Creatio
The connector provides visibility into employee activity within the Creatio platform. Creatio product usage is incorporated into an overall productivity score representative of employee engagement across various cloud tools.
Postman integration for Creatio
Testing of integrations with Creatio platform via OData 3 and OData 4
Health Monitor for Creatio
This application is designed for the automatic collection of key system "health" indicators and sending notifications to the user based on specific conditions
Leadinfo connector for Creatio
Leadinfo recognizes the companies that visit your website by linking the IP address to our uniquely composed database. In this way, you have all the information you need (company data, email addresses, etc.) to make the first contact.
OneLogin SSO connector for Creatio
Verified template for easy setup of OneLogin active directory integration
Action panel activity background color for Creatio
This add-on allows you to change color for activities in actions dashboard container
Email users within a functional or organizational role for Creatio
Send notification emails to all users in a particular organizational or functional role
Solvemate Chatbot for Creatio
Handle repetitive requests around the clock and create new cases from Solvemate
Horoshop connector for Creatio
The app enhances Creatio by enabling the seamless integration of order data from Horoshop, facilitating efficient order management within the system
Experceo Make.com connector for Creatio
Connect your apps and automate workflows via Make.com
Evrotrust connector for Creatio
Evrotrust Connector for Creatio is a Qualified electronic signature solution integrated for Creatio users to manage their e-documents signing flows. Simplify your document management with seamless e-signature functionality.
Smart S3 connector for Creatio
Integration with S3 with the ability to override the strategy of interaction with objects in the remote storage.
OWOX BI connector for Creatio
Find out the true acquisition sources of every CRM conversion, compare your CPO with targets on Ads-level, and make better decisions on budget allocation.
Helper GPT for Creatio
Helper GPT for Creatio is an advanced OpenAI GPT tailored for supporting end-users, administrators, and developers with Creatio CRM
Lasso40 events check-in for Creatio
Connector to the Lasso40, check in app for event and meeting planners
Phonet connector for Creatio
Connector to Phonet business telephony that allows to manage, fix and analyze calls in your Creatio.
Call Tracking connector for Creatio
Complete control of your campaigns with Call tracking
Okta connector for Creatio
Connector to Okta, an integrated multifactor authentication cloud platform
Experceo NoCode Assistant for Creatio
Experceo NoCode Assistant is an AI expert in no-code digital transformation, leveraging the NoCode Playbook. It provides tailored guidance for your no-code projects with clear, actionable advice, focusing on practical solutions and strategies.
Terminal Flow 360 for Creatio
Terminal Flow 360 streamlines foreign carrier delivery order management by integrating with existing tools and enhancing visibility, efficiency, and carrier management processes.
Inselligence integration for Creatio
The Inselligence integration for Creatio provides you instant access to advanced revenue intelligence platform that optimizing your sales strategy.
Cloud4Wi connector for Creatio
Cloud4Wi enables companies across verticals to observe and interact with on-site visitors that connect to your guest Wi-Fi networks, collecting contacts and enriching profiles with location-based information.
Dashboards migrator
Enables migration of dashboards from Classic UI to Freedom UI
Nova Poshta for Creatio
Formation of electronic waybills and dispatch of delivery by the Nova Poshta service from Creatio
Adding products to a new lead from landing page
The add-on adds a set of products to the lead from the landing page
Account type from Prospect to Customer for Creatio
Changing an Account type from Prospect to Customer during journey of Lead
Shop-Express connector for Creatio
The app enhances Creatio by enabling the seamless integration of order data from Shop-Express, facilitating efficient order management within the system
Bulk Attachments ZIP Download for Creatio
Bulk Attachments ZIP Download – provides a simple and efficient way to download all attachments of a record in one ZIP file, improving productivity and user experience in Freedom UI
Autenti connector for Creatio
Send documents from Creatio to Autenti, trigger e-signature for participants, and track status - without leaving Creatio.
Multi-select text field setup for Creatio
Developer toolkit to create a multi-select text field in a section
SalesUp Enhanced template macros for Creatio
Set up values, lists, tables, priorities and other types of macros for use in message templates.
ChatGPT connector for Creatio
Personal neural network available for the Creatio platform
GDPR compliance toolkit (Accounts, Contacts, Leads) for Creatio
Personal data anonymization and data access tools in compliance with EU General Data Protection Regulation (GDPR)
SalesUp Quick Filters for Creatio
The add-on facilitates data filtration by allowing to add or change quick filters in all sections and details.
SalesUp Text Field Autofill for Creatio
The add-on allows customizing the autofill of titles and other text fields of the system according to the custom templates.
Kanban view for Creatio
Kanban view for any Creatio section with drag & drop capability
Email search in communication panel for Creatio
Quickly search for e-mails in the communication panel
Clio explorer for Creatio
Visual Studio Code extension for fast and simple Creatio administration and development.
Calculated metrics for Creatio
User tool to setup calculated metrics in system dashboards and pages
Infobip Omnichannel Messaging connector for Creatio
Engage your customers through their preferred channel and improve your conversion rates.
Multiple file downloader for Creatio
Download multiple files as a single archive in a single action
Case stage color coding for Creatio
Color code case stages in section and detail record lists
Printable Attachments for Creatio
Easily attach printables directly to any record or email in Creatio
Email approvals for Creatio
The possibility to send approvals and approve/reject it via email
Beesender Welcome Bot for Creatio
Welcome Bot is an application with a fully customizable chatbot designed to enhance your customer service experience. It supports multiple languages and provides an array of essential functions to help streamline your customer interactions.
Mass tagger for Creatio
Allows to tag and untag multiple records in one single operation.
Stacked tabs for Creatio
Switch between the standard scrolling tabs or see all tabs stacked at once
Social media cases for Creatio
Connector to social media listening system YouScan for effective brand reputation management.
Visual studio extension for Creatio
Develop complex configurations for Creatio in Visual studio
Bulk owner update for Creatio
Bulk update of the Owner field for selected records
Excel export logger for Creatio
The add-on extends capabilities of the "Audit Log" to include "Export to Excel" events for all sections.
Bulk attachment download for Creatio
Download multiple/all files from the attachment detail through a hassle-free process with a button click.
Facebook Messenger chat integration for Creatio
The connector allows processing messages from Facebook Messenger in Creatio
Section actions dashboard manager for Creatio
Choose which actions to show or to hide in the action-dashboard tab, changing the value of one system setting.
'Refresh active page' process element for Creatio
New process action added to process designer, which allows you to refresh user current active page in UI from a process.
Expense management for Creatio
Automate your expense management with inbuilt expenses approval and expenses settlement process workflows
Download ZIP Button for Creatio
Download attachments from the Attachments and Notes tab of any entity as a ZIP file.
SendPulse connector for Creatio
Service for automatic and manual distribution of email, SMS, Viber SMS
Command line interface for Creatio
Utility for integrating development and CI/CD systems with Creatio
Compensation
Employee compensation system with bonus accrual, accrual rules, compensation management, and analytics.
ServicePoint for Creatio
Management of internal and external service for a company of any size
MIME attachment for Creatio
Automatically process attachments encrypted using a digital signature in synchronized emails
Problem management helper for Creatio
Manage problems connected to cases
Record metadata for Creatio
Find out the record ID, modification date, creation date, and author quickly and easily with an info-button.
Change of an object assignee for Creatio
Temporarily or permanently reassign objects from one employee to another during vacation/time-off periods
SalesUp Custom URLs for Creatio
Create great-looking links to records of system objects using no-code wizard without any modifications or developer involvement
SalesUp Vacation requests for Creatio
Keep records of system users' vacations
.NET Core connector for Creatio
.NET client for simpler integration with Creatio
EmailOnAcid email review for Creatio
An ability to use EmailOnAcid automated tools needed to streamline and optimize your emails
ATF.Repository for Creatio
An object-relational mapping (ORM) solution for Creatio
Autohide Fields for Creatio
Enhance your Creatio user interface experience! This add-on is automatically cleaning-up a page un-used space appeared after field is hidden from the page.
AlphaSMS connector for Creatio
Send SMS notifications from the Creatio system to your contacts using AlphaSMS messaging service
Opportunity Age for Creatio
Start reporting on Opportunity age (Days in pipeline)
SalesUp Mobile Data Sorting for Creatio
Data sorting application for the Creatio mobile sections
Buttons on Opportunity Edit Page for Creatio
This add-on helps to copy or delete the opportunity record from the edit page providing more visibility about the record before performing copy or delete operation
Sales Account Plans for Creatio
Sales Account Planning application offers a centralized, data-driven workspace that helps sales teams manage goals, revenue, opportunities, and progress in one clear view.
Email Audience Health
Keep your email audience clean and deliverable. Validate contacts, remove risky addresses, and protect your sender reputation before every campaign.
Primary communication options for Creatio
The add-on allows users to manage primary communication options
Litmus pre-send testing for Creatio
An ability to use Litmus Checklist view of your email to gain confidence before you send
Toggle details for Creatio
Use the custom actions to easily collapse or expand all details
SpreadsheetWeb Applications connector for Creatio
Embed Excel calculations into Creatio. You can integrate Excel spreadsheets with complex calculations into Creatio processes.
Twilio SMS Connector for Creatio
Adds capability to send and receive SMS messages through Twilio service.
Lead/Opportunity stage confirmation for Creatio
Request for confirmation of an opportunity stage change
GDPR for Creatio
Personal data protection tools in compliance with EU General Data Protection Regulation (GDPR)
Tree view for Creatio
Hierarchy list view in any specified sections or details.
Conducting surveys for Creatio
Add-on to prepare questionnaires and carry out customer surveys
Toolkit to setup map view for Creatio
Toolkit for developers to visualize the sites and employees location with map view
Field surveys for Creatio
Customer field surveys in Creatio mobile application
Advanced list setup for Creatio
Configure column setup for each folder
Multiple choice field setup for Creatio
Developer toolkit to setup multiple choice field in a section
Contact search in social networks for Creatio
Search additional information about your contacts in LinkedIn and Facebook directly from the contact profile page
Color-coded activities in the action panel for Creatio
Displays activities in different colors based on their category
Customer route mapping for Mobile Creatio
Map the route to your next meeting location in mobile application
Sales pipeline by cases for Creatio
An add-on that allows you to create sales pipelines based on user cases
Access rights setup wizard for Creatio
Extended capabilities allowing to temporary grant access rights and to change access rights for existing records
Telephone number validator for Creatio
Checks the correctness of phone number input on a contact page
Expandable details for Creatio
Expand detail area to the full screen and back
Conference room booking for Creatio
Easy booking of conference rooms when working with calendar
Opportunity printables filtering by roles for Creatio
Filtering of opportunity printables by current user role
Invoice payment schedule for Creatio
The add-on enables adding a payment schedule to invoices
Toast dialogs for Creatio
Set up page dialogs using this handy developer tool
Phone lookup for Creatio
Application to facilitate call post-processing and data search in the customer base
Opportunity completeness for Creatio
Calculation of the opportunity data completeness based on selected fields
Customer Mood Emoticon in Case
An “emote” that expresses how the customer feels about the case processing
Slider control for Creatio
Set up a slider control on a record page quickly and easily using low-code tools.
Process elements disabling for Creatio
Effective tool for canceling the elements of process instances
Video player for Creatio
Play video files uploaded to the Attachments detail of any section
OAISYS call record download from Creatio
Call records search and download from Creatio
Favorite email templates in cases for Creatio
Favorite email templates for sending a response to a customer in a case
Customer filters in Visit scheduling for Pharma Creatio
Filter customers using dynamic groups when scheduling visits in Pharma Creatio
Employee onboarding
Employee first day groundwork and preparation of the pertinent training required for the job
"Lead management" dashboard
Analytics with key performance indicators for lead management
Business processes: parameters
Examples of process parameters use in business processes
Upsale
Offering extended versions of products or new brands to the customer when processing their order
Automatic update of in-stock inventories
Automatic in-stock quantity update of goods included in orders
Agent desktop without Feed area
Feed area removal from Agent desktop
Business processes: basic steps in working with data
Examples of basic elements use in business processes
Notification of mention in Cases feed
Notifying user about being mentioned in the Cases feed by email
Termination of employment
Employee termination groundwork and notifying other departments about the termination
Working easier with opportunity products
An ability to add multiple products at once and update them in the detail list
ITSM. Service Level Management. Service development
Preparation of service requirements and description for new service release
Marketing record types in timeline
Marketing-related information in the Contact and Account Timeline
Dark theme in mobile application
An ability to use 'Dark theme' in Creatio mobile application
Engaging dormant customers
Automatic scheduling of tasks on customers without any activities within last 6 months
Event participation planning
Process template to more effectively manage event participation planning
"Quality of service" dashboard
A dashboard for monitoring customer satisfaction levels
Expenses accounting and invoice margin calculation
Expenses accounting and automatic margin calculation against fully settled invoice
Notify manager about new assigned lead
Sending an email notification to the manager about a new assigned lead
Send push on next meeting
Push notification on next meeting in mobile application
Renewal opportunity
Process template to more effectively manage renewal opportunity
GDPR consent update by email
Bulk email setup and processing to confirm usage of personal data
Products detail in Accounts section
View of products purchased by customer on Account page
Import contacts from Salesforce
Import of key contact information from Salesforce to Creatio
Lead data import to Success Portal Creatio
Lead data import from partner site to Success Portal Creatio
Email detail in the Opportunities section (mobile application)
Posibility to view emails connected to an opportunity in mobile application
Appointment of service and assignee in a new case
Automatic appointment of service and assignee in a new case based on incoming email and service details
Left alignment of captions at record page
Change of field caption's alignment from right to left
Connected to detail in Accounts and Contacts sections (mobile app)
Posibility to view connected parties of an account or contact in mobile application
Messages delivery using the queue
Send messages through queues in the IBM WebSphere MQ system
Publication of selected knowledge base article to portal
An ability to publish by one click selected knowledge base article to portal
Customer journey
Enhancing customer’s products satisfaction through comprehensive management of interaction with the company (B2B)
Contact's current service status
Shows current key service indicators for a contact
Business processes: start events
Examples of start events use in business processes
Feed notifications on account related events
Feed notifications on new contacts, opportunities and activities of accounts you followed
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
Granting new owner access rights to the account data
Automatic granting of the access to the account data (account-related contacts, opportunities, orders and activities) to new owner after changing the manager in charge