Case templates for Creatio
Case templates for Creatio
Creating cases using preconfigured templates
Appointment of service and assignee in a new case
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
SalesUp Checklists for Creatio
The add-on helps to simplify routine operations within the framework of the ongoing workflows
SalesUp Catalog selection enhancements
SalesUp Catalog selection enhancements for Creatio
Simple work with catalogs in the system. Filter the records automatically, hierarchy of selection, convenient and quick adding records to the details.
Banza Photo InstaSaver for Creatio
Take photos using a laptop or phone camera and save them to records immediately
Favorite email templates in cases for Creatio
Favorite email templates in cases for Creatio
Favorite email templates for sending a response to a customer in a case
Video player for Creatio
Play video files uploaded to the Attachments detail of any section
Service AI Suite for Creatio
The ChatGPT AI model can help handle routine queries and assist with information retrieval, while human agents can focus on more complex or specialized customer issues, as well as provide empathy and emotional support when needed.
Order and Contract Management
Order and Contract Management
Create, manage and monitor your orders and contracts. Ensure timely fulfillment of all your orders, and detect and avoid the bottlenecks in your document flow.
Integration via Creatio API
Looker Studio connector for Creatio
Connector between Creatio and Google Looker Studio. It allows report generation from Creatio using Looker Studio connected to Creatio Data.
Integration via Creatio API
Glyue by Sandbox Banking
Glyue™ by Sandbox Banking allows banks and credit unions to connect their banking cores to their Creatio account to simplify workflows, unify data from various systems, and streamline operations.
Hootsuite connector for Creatio
Send posts or comments from the Hootsuite dashboard directly to Creatio, creating contact or case records.