Bulk attachment download for Creatio

Problem Statement

Downloading the attached files/documents in the Attachment detail is a manual process attained recurrently for all the available files which are time-consuming and sometimes it leads a business user to miss out on a file download during the manual routine of a singular file.

Solution

Bulk attachment download for Creatio add-on helps any business user of Creatio to download all the files in the Attachment detail through a hassle-free mechanism (equipped by one-button click).

Business Use Case

  • Any business user of Creatio has to download the attached files to strategize different channels such as verification/approvals/agreement.
  • Using Bulk attachment download for Creatio Add-on, enable the user to download all the required files with a focus on running a smoother business and reducing the operation load of an individual user.

Bulk attachment download for Creatio: Add-on setup

This add-on is available in all the Creatio products (Attachment detail) and it is supported in both on-premises and cloud implementation. Download the add-on from the Creatio marketplace and install it in the Creatio CRM instance.
Visit the Creatio Marketplace to download/install the add-on package Bulk attachment download for Creatio.

Features

Any business organization (owns Creatio Low-code/No-Code CRM of any module) where the business flow has to be executed without any discrepancy or break in the process of verification/approval.

Bulk attachment download for Creatio add-on feature is available across all the product bundles of Creatio CRM to ensure conventional use and meet the business requirement.

  • Bulk attachment download facilitates the user to download all the files in the attachment detail of all the OOTB sections or any custom section.

 

  • Download option is equipped at user convenience level. The user can select the required files alone and download them or download all the attachment files in one go with a simple button click.

Depicts all the files/documents of the attachment detail are downloaded

*Only the attachments or documents of type “File” gets downloaded

Find the add-on demo here

Bulk attachment download for Creatio

Privilege of Bulk attachment download

Domains of large scale sectors such as banking, insurance use the process of verification/approvals in loan, credit, insurance file and claim.
This feature helps in eliminating the files that get missed to download for the business flow (Verification/approval/agreement) during individual download.

AgilizTech, a trusted partner for Creatio does customization for them. To know more on how we do customization for a business as per their requirements visit our AgilizTech – Creatio blog.

Microsoft Forms Connector – Creatio

Problem Statement

A webpage created externally and linked to the Lead object of Creatio CRM to capture the response submitted in the webform and mapped it to the corresponding object (say, Lead) to create a record that involves writing code from creating a web form and integrating it to Creatio Lead object which is a time-consuming process.

Solution

Microsoft Forms connector was created which enables the organization sales team to capture the lead in a seamless mechanism and nurture to achieve a sale which also enhances the sales growth of an organization. Microsoft Forms connector utilize Microsoft Forms to create a customize lead capture form in minutes and consume Power Automate to automatically capture the form response submitted by the user which is then inserted as a record in an object of Creatio CRM site.

In this blog, learn the guidelines about implementing the Microsoft Forms Connector.

Setup Guide for Connector

Visit the Marketplace for the Setup instruction <Marketplace Microsoft-forms-connector-creatio>.
We will provide you with the Microsoft Forms Connector for Creatio as a packaged solution.

Microsoft Forms Connector – Creatio

Pre-requisite: Kindly register with Microsoft with a valid account (Setup a valid Microsoft Account) to create a Microsoft Forms and Microsoft cloud automated flow.

After the successful Microsoft account creation, Open the Power Automate of Microsoft (flow.microsoft.com) and select the solutions menu listed in the left panel of the window. Kindly proceed to click on the Import option at the top and select browse to choose the Zip package provided by AgilizTech. Click on the Next button and you will see an import button. Kindly click on import to install the custom created Microsoft Forms connector into your Microsoft environment.

Figure 1:

After the successful implementation, you will see a new solution named Creatio Solution added to the list as depicted in Figure 2 below.

Figure 2:

Setup for Microsoft Automated Cloud flow procedure

Create a Microsoft Form with the Microsoft that was created earlier. A Microsoft form can be created based on the custom business need with any of the below fields.

  1. Text (Paragraph)
  2. Text (Line)
  3. Date/Time
  4. Number
  5. Email
  6. Drop-down List

Share the Microsoft Form URL (Shorten the URL if needed) after finding the target audience and it can be shared Via e-mail and social networks also.

Figure 3:

Setup of the Landing page in Creatio CRM site

Now, create a Landing page in Creatio CRM Site which acts as a medium to allow the Microsoft Forms response to insert as a record into the Lead object.
Go to Landing Pages and Web Forms section in Creatio (available in Marketing & Service workspace) and click on New, then select Lead registration form from the drop-down. Provide the Name*
for the new landing page and set the Website domains* as https://flow.miocrosoft.com since the request is sent from Microsoft flow to Creatio CRM (in consideration of authentication).

Figure 4:

Setup of Automated Cloud flow to capture a Lead into Creatio

We will create a Microsoft flow like Business Process in Creatio with its own features. Open the Power Automate and select My flows from the available menu in the left panel. Click on New flow and select Automated cloud flow from the dropdown. Set a name for your flow and set choose your flow’s trigger value* as when a new response is submitted. This helps to trigger the Microsoft flow when a Microsoft Form is submitted.

1.Select the formId value as the form name that got created (all the forms will be displayed in the displayed in dropdown select the required form name).

2.Click on Next Step to create a new step as adding a new element in Creatio BP. Select Microsoft Forms and select Actions, then choose Get Response details, then set Response Id field value as Response Id which is used to collect the values from the submitted form.

3.Click on the next step, select the custom tab in the newly added step and select Creatio connector.

Figure 5:

Set the instance name and formid values. Both these values are obtained from the Creatio CRM site.

*Instance_name – You Creatio CRM Site (agiliztechwww.agiliztech.creatio.com)

Formid – Your Landing page record id. (It is found inside the landing page record created in Figure 4). Now, bind the form response to the Fields of the Creatio Object and click on save.

Figure 6:

NOTE: The Creatio object field name should be provided in formFieldsData name and dynamic response is given to corresponding formFieldsData value to map the field values of Microsoft forms to the field of Creatio object.

After the successful setup, when your Microsoft Form is submitted, the automated flow gets triggered which has Creatio connector (holds Target site name & Landing Page) is executed and a record is inserted into Lead object.

Figure 7:

Figure 8:

Privilege of Microsoft Forms Connector

This Microsoft Forms connector helps in reducing the amount of time required to develop the code to build the webpage and minimize the amount of time required to integrate the webform response to the Creatio CRM site Lead object. This Connector acts as a single stop solution to create a lead with less investment of time, resulting in capturing more lead and enhancing sales.

AgilizTech, a trusted partner for Creatio does customization for them. To know more on how we do customization for a business as per their requirements visit our AgilizTech – Creatio blog

2020 Creatio Accelerate Global-A must-attend event!!

Creatio has announced its upcoming event Accelerate Global to be held worldwide. It is a unique event that will be live-streamed for 24 hours. Having conducted 12 plus offline Accelerate events in various countries, this virtual event is a compilation of the insights from the offline events.

Get ideas from business leaders that will help shape the future of your business. The event is attended by IT and digital leaders to learn successful strategies and how to build a low-code company. Low-code being the future of enterprise software, this event revolves around how low-code can transform your business, how business leaders and industry experts transformed and accelerated their business processes in few months, and how companies transformed sales, marketing, and services.

What is in store for business and IT leaders in this event?

  • Insights to help turn your business challenges into opportunities and look at the future of enterprise software in a different way for business and digital leaders
  • Insights on winning strategies and practical cases for automating front and middle office processes in your vertical business and digital leaders
  • Practical knowledge about leveraging Creatio’s low-code platform for IT and digital leaders, citizen developers, and users of the Creatio platform
  • How to accelerate transformation with the #1 low-code platform or professional developers and technical leaders
  • Open discussions with Creatio leadership and product teams, as well as updates on Creatio vision, strategy, and roadmap for partners.

The event speakers list includes visionaries, industry analysts and experts, Creatio leadership, customers, and partners, to provide insights to help organizations worldwide turn their business challenges into opportunities.

Attend this global event:

To learn how low-code changes the game for enterprises

Get opportunities to network with brilliant minds from various industries

To deep dive into a #1 low-code platform for front-office and operational processes to help you build a low-code enterprise.

Creatio (formerly bpm’online) is a global software company providing a leading low-code platform for process management and CRM. The company has been highly recognized as a market leader by key industry analysts. Its intelligent products accelerate sales, marketing, service, and operations for mid-size and large enterprises.

AgilizTech, partner for Creatio helps organizations across the globe with the implementation of advanced CRM solutions. With the help of Creatio technologies and solutions, we help organizations to simplify their business processes and successfully grow their business.

Join us for the exciting Accelerate Global event and connect with peers from various industries and locations and be part of the 24-hour attendee-driven online conference.

Register for free and save your seat now!! Let’s be a part of the amazing event and learn how to create a low-code company!