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
Integration via Creatio API
Lasso40 events check-in for Creatio
Connector to the Lasso40, check in app for event and meeting planners
Opportunity printables filtering by roles for Creatio
Opportunity printables filtering by roles for Creatio
Filtering of opportunity printables by current user role
SalesUp Checklists for Creatio
The add-on helps to simplify routine operations within the framework of the ongoing workflows
Integration via Creatio API
Problem management helper
Problem management helper for Creatio
Manage problems connected to cases
Banza change log for Creatio
Setup and tracking data changes
Governance automation for Creatio
Governance automation app streamlines Creatio audit processes and low-code/no-code apps. Offers base checks, requires control design and automation dev. for full governance. Define policies, build automations in Creatio Studio
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