DocFlow for Creatio
Document libraries and digital document management processes for companies of any size
Excel reports builder for Creatio
Creatio add-on to export data from Creatio to Excel spreadsheets
Field sales
Field sales management: a schedule of visits, field sales rules and order placement
Beesender Chat Master for Creatio
Advanced omnichannel chats functionality for Creatio
Recruitment
Effective planning and conducting a cycle of interviews with candidates
Customer 360
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
PandaDoc Document Management
PandaDoc Document Management for Creatio
Close more deals with better quotes, proposals, and contract management all within the PandaDoc integration module for Creatio
Velvetel Pulse for Creatio
Full-featured AI-based contact center with agent scoring and call analytics
Data binding tool for Creatio
Tool for analysts, developers, Creatio implementation specialists that extremely simplifies data to packages binding
Calculated metrics for Creatio
User tool to setup calculated metrics in system dashboards and pages
Training request
Processing employee training requests
Advanced dashboard designer
Advanced dashboard designer for Creatio
New level of user experience in dashboards setup
Integration via Creatio API
Microsoft Power BI Desktop connector
Microsoft Power BI Desktop connector for Creatio
Connector to Microsoft Power BI Desktop, an interactive data visualization software
Aspose.PDF connector for Creatio
Converting printable forms to PDF using the Aspose.PDF service
Employee onboarding
Employee first day groundwork and preparation of the pertinent training required for the job
Pharma Creatio
Business Process Automation for the pharmaceutical industry
ChatGPT connector for Creatio
Personal neural network available for the Creatio platform
Keen Life Sciences for Creatio
For commercial operations in Life Sciences: Territories, target plans, key accounts, HCP & HCO profiles, KOLs, TAs, MIRs, DCRs, samples, and much more.
Upsale
Offering extended versions of products or new brands to the customer when processing their order
Kanban view for Creatio
Kanban view for any Creatio section with drag & drop capability
SharePoint integration for Creatio
The connector is designed to facilitate the upload, download and deletion of files directly from Creatio UI. The plug-in can be used by organizations that use/intend to use SharePoint Office 365 as a Document Repository for Creatio.
RiskMaster for Creatio
Vertical solution for managing Risk catalogue, automatically identify incidents and cases with risk impact and automate their resolution
SalesUp Project Management
SalesUp Project Management for Creatio
Work on projects and project tasks using the Gantt chart and Kanban board.
Banza Files Extended for Creatio
Preview, online co-editing and file versioning
SalesUp Data Management for Creatio
The low-code product for managing data, plan-fact data analysis, forecasting, planning and tracking employees KPI's with the capability to build models online, visualize the results automatically, form and upload reports.
Case Management
Intelligent, full-cycle service management capabilities that improve all processes related to service delivery, interaction with customers, feedback tracking and analysis, department performance monitoring, and more.
DData HRMS for Creatio
DData HRMS for Creatio aims at making the life of employees and HR department easier by automating routine processes based on the best global practices using elements of artificial intelligence
Maintenance tools for Creatio
Flush Redis and restart the application pool directly from Creatio UI
SalesUp Data views for Creatio
Gantt chart and Kanban board helps to easily visualize data of any Creatio’s section.
Five9 connector for Creatio
Connector to Five9 cloud contact center
Banza Collection for Creatio
Debt collection strategy automation
Beesender Bot Master for Creatio
No-code rule-based chatbot builder for Creatio
Banza Corporate Lending for Creatio
Intelligent product for corporate and SMB lending process acceleration
SalesUp Internal chats for Creatio
Simplify communication between both system and portal users, using the chat functionality inside Creatio.
MasterCRM Automotive Creatio
Vehicle sales and service management system.
Banza Jira connector for Creatio
Connector to Jira, a project management software
VELVETEL VoIP Telephony Service
VELVETEL VoIP Telephony Service for Creatio
VELVETEL cloud phone system and telephony service
Integration via Creatio API
Clio explorer for Creatio
Visual Studio Code extension for fast and simple Creatio administration and development.
miCPQ Insurance for Creatio
miCPQ solution is a one-stop solution for managing your leads and close deals faster by helping you configure, price, quote, negotiate, manage and automate workflows.
Calendly connector for Creatio
Connector that updates activities scheduled from Calendly into Creatio
Keen Legislative Tracking
Keen Legislative Tracking for Creatio
For teams that track bills and policy as part of their mission to serve and influence the public
SalesUp Multichannel notifications
SalesUp Multichannel notifications for Creatio
The automatization of notifications sending to various business processes participants, both internally and externally via email, messenger, pop-up, push-notifications, and activities.
Banza service catalog for Creatio
Catalog of company services for registering customer requests on the portal
Mobile field services for Creatio
Light-weight access to Creatio for customers and subcontractors on mobile.
SalesUp FMCG management for Creatio
A comprehensive solution for the automation of business processes for manufacturers and distributors of the FMCG market.
Keen Citizen Services for Creatio
For legislators, agencies, and non-profits seeking to modernize engagement and transform service for their citizens or constituents
Multiple file downloader for Creatio
Download multiple files as a single archive in a single action
Twilio Voice connector for Creatio
Connector to Twilio telephony service
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
Shopify connector for Creatio
Bidirectional connector to upload contacts, products, and orders from Creatio to Shopify and back, providing validity to the links between entities.
Salesloft connector for Creatio
Connector to Salesloft, a sales engagement platform
GoTo Meeting connector for Creatio
Connector for GoToMeeting, a webinar and online meeting service
Banza Zabbix connector for Creatio
Connector to Zabbix, a monitoring system
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
GDPR compliance toolkit (Accounts, Contacts, Leads)
GDPR compliance toolkit (Accounts, Contacts, Leads) for Creatio
Personal data anonymization and data access tools in compliance with EU General Data Protection Regulation (GDPR)
Popup element in business processes
Popup element in business processes
A new element in process designer to open popup window
Sirma InSuite for Creatio
It is a solution covering main core insurance processes in life, non-life and health insurance industry.
Customer journey
Enhancing customer’s products satisfaction through comprehensive management of interaction with the company (B2B)
Data Import-Export for Creatio
Schedule your data import to and export from Creatio through CSV Files (Local, SFTP, …) or connection to any SQL Server database
Infobip Omnichannel Messaging connector
Infobip Omnichannel Messaging connector for Creatio
Engage your customers through their preferred channel and improve your conversion rates.
Section actions dashboard manager
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.
Partner sale
Additional communications within partner sales
GDPR for Creatio
Personal data protection tools in compliance with EU General Data Protection Regulation (GDPR)
Integration via Creatio API
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.
Asterisk connector for Creatio
Add-on to Creatio to integrate with Asterisk telephony
Webitel call manager for Creatio
The connector provides a complete set of tools to efficiently manage calls within the Creatio system
SalesUp Questionnaire management
SalesUp Questionnaire management for Creatio
Manage questionnaires and surveys in Creatio and on the landing page outside of Creatio
Microsoft Teams connector
Microsoft Teams connector for Creatio
The connector enables the capability to create MS Teams online meetings from Creatio calendar.
Vacation leave request
Processing vacation leave requests from employees
Business processes: basic steps in working with data
Business processes: basic steps in working with data
Examples of basic elements use in business processes
Integration via Creatio API
Zapier connector for Creatio
Connect your apps and automate workflows via Zapier
Integration via Creatio API
Starfish ETL
A powerful iPaaS for integrating Creatio with all kinds of other business solutions
Map widget for Creatio
Displays totals by country via a new dashboard widget
Conducting surveys for Creatio
Add-on to prepare questionnaires and carry out customer surveys
Multi-select text field setup
Multi-select text field setup for Creatio
Developer toolkit to create a multi-select text field in a section
HRM for Creatio
A system specifically developed for HR departments to automate their work with candidates and vacancies
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
'Refresh active page' process element
'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.
Azure Active Directory connector
Azure Active Directory connector for Creatio
Verified template for easy setup of Azure Active Directory integration
Outlook Connector for Creatio
This Add-in for Microsoft Outlook allows Creatio users to connect their emails to Creatio objects, such as Leads, Opportunities, Cases, Accounts, etc., without leaving Outlook, or going back and forth between both Outlook and Creatio.
Integration via Creatio API
Visual studio extension for Creatio
Develop complex configurations for Creatio in Visual studio
Recruitment request
Tracking requests to recruit new staff in the company
Business trip request
Processing business trip requests from employees
Finesse call centre connector
Finesse call centre connector for Creatio
Add-on to Creatio to integrate with Cisco Finesse telephony
Consimple loyalty for Creatio
A powerful Creatio-based solution for loyalty programs automation
Mapsly
Feature-rich, highly customizable map platform for field sales, geo-analysis, routing, location tracking, territory management, prospecting, embeddable maps and no-code automation
Case for the Orders section
Case for the Orders section
Workflow bar ready-to-install to the order page
Stacked tabs for Creatio
Switch between the standard scrolling tabs or see all tabs stacked at once
Mass updating for Creatio
Mass updating of the column value in the section by the installed filter/folder
Printable attachment in email
Printable attachment in email for Creatio
Send email generated from template and attach printable file
Integration via Creatio API
Outlook Add-on for Creatio
Add-In for Outlook that embeds part of the functionality of Creatio into Microsoft Outlook®
Object structure export for Creatio
Add-on to export object structure and its relations to Excel file
FedEx Connector for Creatio
Managing FedEx shipments from Creatio Orders
Recently viewed records for Creatio
Quickly access recently viewed records in Creatio
Account manager’s dashboard
Account manager’s dashboard
Account manager’s dashboard with essential information on daily routine
Matomo connector for Creatio
Collecting information about user site actions. Starting from Creatio 8.0.10, the Matomo web analytics functionality is included in the Creatio Marketing product and is available without the need for the connector installation
Business processes: parameters
Business processes: parameters
Examples of process parameters use in business processes
Multiple choice field setup
Multiple choice field setup for Creatio
Developer toolkit to setup multiple choice field in a section
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.
Storekeeper for Creatio
Warehouse automation system
DocuSign Connector for Creatio
Automate sending, signing and managing agreements – 100% digitally – anytime, anywhere, on any device with trust and confidence, make obtaining signatures from stakeholders a breeze
Integration via Creatio API
Business Card Reader for Creatio
Business Card Reader enables transferring of all business card data directly into your Creatio
Landingi
A pixel perfect landing page builder for Marketers. Create responsive pages to generate leads and convert them into Creatio objects.
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF/CPF, legislation, industry standards).
Business processes: start events
Business processes: start events
Examples of start events use in business processes
B2B Cross-sales
Making cross-sales based on closed deals and the product catalog (B2B sales)
Organizational structure
Organization and personnel plan management
WhatsApp chat integration
WhatsApp chat integration for Creatio
The connector allows processing messages from WhatsApp in Creatio
Telemetry log for Creatio
The application ensures access to Creatio log in real time
Termination of employment
Termination of employment
Employee termination groundwork and notifying other departments about the termination
Feed notifications on account related events
Feed notifications on account related events
Feed notifications on new contacts, opportunities and activities of accounts you followed
Financial Services Creatio, customer journey edition
Financial Services Creatio, customer journey edition
A powerful product for front-office and contact center management
Advanced list setup for Creatio
Configure column setup for each folder
Avaya connector for Creatio
Add-on to Creatio to integrate with Avaya telephony
Toolkit to setup map view
Toolkit to setup map view for Creatio
Toolkit for developers to visualize the sites and employees location with map view
Automatic update of in-stock inventories
Automatic update of in-stock inventories
Automatic in-stock quantity update of goods included in orders
Agent desktop without Feed area
Agent desktop without Feed area
Feed area removal from Agent desktop
Twilio SMS Connector for Creatio
Adds capability to send and receive SMS messages through Twilio service
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.
