Creatio
No-code CRM and workflow platform (formerly bpm'online) for sales, marketing and service.
- Category
- CRM & Sales
- Type
- CRM
- Interface
- OData API
- Built with
- Connect Any API
- Credentials
- Username and password, OAuth 2.0
- Docs
- Creatio API docs
02Data
What you can sync.
- Accounts
- Contacts
- Leads
- Opportunities
- Orders
- Activities
Join Creatio accounts with billing, support and product usage to see each account in full.
Need more? Name any other Creatio data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- A username and password
- OAuth 2.0 (client ID, client secret, refresh token)
Creatio uses a username and password or OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Creatio if you need help.
04How it works
How it works in DataMind.
-
Pick Creatio.
Open Lake, pick Creatio in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Creatio API docs.
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Answer a few questions.
The AI reads the Creatio documentation, then asks which credentials you will use, which data to sync (for example accounts and contacts), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Creatio data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
