File Core for Creatio
View/Create Files
Viewing the contents of files directly on the section record page without downloading allows you to shorten the user's path to content. For files in the docx, doc, xls, xlsx format, the need to download the file to a local computer, select a folder, open it with special software, switch between applications is completely eliminated, due to which significant time savings are achieved in the work of specialists.
Editing files
The ability to edit a file directly from the system, without the need for a repetitive process of downloading and uploading files, and the presence of additional software on your PC.
File versioning
Due to the built-in versioning system, Google Suite provides access to the current and all previous versions of the document and keeps a history of all changes.
File upload
Ability to upload files in bulk. With a prepared action, you can load generated documents during the execution of a process.
Viewing the contents of files directly on the section record page without downloading allows you to shorten the user's path to content. For files in the docx, doc, xls, xlsx format, the need to download the file to a local computer, select a folder, open it with special software, switch between applications is completely eliminated, due to which significant time savings are achieved in the work of specialists.
Editing files
The ability to edit a file directly from the system, without the need for a repetitive process of downloading and uploading files, and the presence of additional software on your PC.
File versioning
Due to the built-in versioning system, Google Suite provides access to the current and all previous versions of the document and keeps a history of all changes.
File upload
Ability to upload files in bulk. With a prepared action, you can load generated documents during the execution of a process.
Privat Bank connector for Creatio
Key features:
- obtaining an extract on legal enterprises opened in Privat Bank;
- adding an unlimited number of legal entities;
- recognition of the account on which the payment came;
- formation of a printed form on the basis of an invoice in Creatio;
- sending the generated invoice to the client
- number of companies and accounts is not limited
Benefits of using:
- Using the solution, you can send an invoice for payment and automatically receive Privat Bank account statements in Creatio with their subsequent processing in the system.
Lifecell connector for Creatio
Key features:
- Adding one or more recipients to the SMS distribution audience
- Delayed start of mailing
- Message delivery statistics in the Creatio interface
- History of SMS mailings for all recipients
- Sending SMS on various system events
- Sending SMS during a business process
Benefits of using:
- An additional channel of interaction with clients appears, allowing you to instantly send the necessary information via SMS from the Creatio interface.
- It becomes possible to send messages to the customer base for any events in the system.
- Customizable analytics for each mailing in the Creatio interface allows you to keep customer contact information up to date.
- Payment to the provider is made only for delivered messages and only upon delivery.
- Sending is carried out on the side of the Lifecell Ukraine operator using the API.
Pumb connector for Creatio
Key features:
- obtaining an extract on legal enterprises opened in FUIB;
- adding an unlimited number of legal entities;
- recognition of the account on which the payment came;
- formation of a printed form on the basis of an invoice in Creatio;
- sending the generated invoice to the client
- number of companies and accounts is not limited
Benefits of using:
- Using the solution, you can send an invoice for payment and automatically receive FUIB account statements in Creatio with their subsequent processing in the system.
Transformation of your business
with ready-made solutions and a flexible Low-Code platform
The add-on allows you to synchronize statements for several accounts of legal enterprises in PrivatBank.
The add-on allows you to synchronize statements for several accounts of legal enterprises in FUIB bank.
The add-on allows you to send bulk and trigger SMS messages from the system interface using the Lifecell Ukraine operator.
The add-on expands the possibilities of working with files through the cloud through Google Suite, providing a full range of content management functions.
Our clients and partners
Contacts
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