Zapier to Creatio connection went well.

However when creating a zap between LinkedIn and Creatio, only some Creatio fields are visible. - We cannot see / connect in Zapier to all the fields we know are in fact within Creatio.

Example:

In Creatio we have a name field. We can see this in Zapier

In Creatio, we have social media field. However we cannot see this connection in Zapier

How can we alter the Zappier connection to see all fields we have in Creatio?

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13 comments

 

Hi Mark,

 

The Zapier connector only lets you integrate out-of-the-box fields of Accounts and Contacts sections. The 'Social media' field is not available in base Creatio products.

Ivan Leontiev,

Hi Ivan, Thanks for your help..

Is there any work around. All we want to do  is to have a field to

1) categorise the lead, Facebook, LinkedIn etc. for easy filtering and reporting in Creatio

2) have a field capture a profile

Two fields. Currently Zapier ONLY lets us-name, job title, phone, email, notes and account. (notes is already used). I am sure there are more out of box fields, but Zapier is not letting us see these. see Any suggestions?

Mark Houllier,

 

Hi Mark,

 

I think Creatio Zapier integration is still in the beta stage. It has limited actions and triggers.

You can go further and use Zapier Run Code Action to call Creatio REST API to create Lead / Contact with all the available data from Linkedin.



Here is the Zapier documentation for code actions in javascript: https://zapier.com/help/create/code-webhooks/use-javascript-code-in-zaps

 

Mark Houllier,

What I have done is create my own webhook. I wire up the webhook as the receiver of the zap in Zapier and the webhook uses OData to pass the data along to Creatio. It's a pain, especially since you have the host the webhook somewhere, but at least you can make it work with any object & columns in Creatio.

Ryan

Mohamed Ouederni,

Thank you Mohaamed, I will look closer into your suggestion.

Ryan Farley,

Thanks as well Ryan I'll pass your information on.

Hi Mark,

 

Thank you for the detailed description of your business goals. I have forwarded your feedback to the relevant team.

Ivan Leontiev,

What's the roadmap for the Zapier connector?

Can you share more information?

Hi Mohamed,

 

 

The team in charge of the connector is currently fixing some errors. They are also planning to develop an option to import lead data to Creatio.

Hi Ivan, Its a great connector, as feedback for development it will certainly be significant help to the connector 'connect' to more than name, email, phone and notes etc. Personally, I propose the connector, connects in addition =>, 'lead source', from out of the box OR can see and identify the customer created fields. Any further fields that allows easy filtering. Thanks for help.

Hi Mark,

 

Thanks for the feedback. We have relayed your response to the responsible team.

Any News on the development of the Creatio / Zapier Connector ?

Hi Damien,

This is to inform you that the Creatio Marketplace has a new version of the Zapier connector. This updated connector provides the ability to create workflows with any columns of Creatio sections and details.

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Where in Creatio can I check to see how much disk space in our database has been used to store files?

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1 comments

Hello,

 

There is no place to see that in Creatio. But you can use SQL script that shows the size of all tables in the database, so you can see the size of AccoutnFile, ContactFile, OpportunityFile tables and so on.

 

 SELECT

  t.Name                                       AS TableName,

  s.Name                                       AS SchemaName,

  p.Rows                                       AS RowCounts,

  SUM(a.total_pages) * 8                       AS TotalSpaceKB,

  SUM(a.used_pages) * 8                        AS UsedSpaceKB,

  (SUM(a.total_pages) - SUM(a.used_pages)) * 8 AS UnusedSpaceKB

FROM

  sys.tables t

  INNER JOIN sys.indexes i ON t.object_id = i.object_id

  INNER JOIN sys.partitions p ON i.object_id = p.object_id AND i.index_id = p.index_id

  INNER JOIN sys.allocation_units a ON p.partition_id = a.container_id

  LEFT OUTER JOIN sys.schemas s ON t.schema_id = s.schema_id

WHERE

  t.Name NOT LIKE 'dt%'

  AND t.is_ms_shipped = 0

  AND i.object_id > 255

GROUP BY

  t.Name, s.Name, p.Rows

ORDER BY

  t.Name;

 

Regards,

Dean

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When I try to download an Opportunity excel report ("Edit page report") I receive this error:

"Name \c contains invalid characters"

without any other info

 

 

 

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3 comments

Hi Gabriele,

 

We need more data to reproduce the issue:

1. Is this error specific to a single opportunity, or is it triggered for every opportunity?

2. Does your report have any text columns with HTML markup (for example, Notes or Feed messages)?

 

Hi Alexander Demidov,

1 - the error is triggered for every opportunity

2 - no

 

The problem seems to be in the "handling" of the excel file.

Here an example of a template:

https://www.dropbox.com/s/p8z7hpwh0evbx4t/PBU_1.xlsx?dl=0

 

In the previous version the problem was not there.

 

Best regards

Hi Gabriele,

 

You are correct. The most likely cause of the error is the Excel template itself. Please create a similar report without a template. Download the report and use the file as a basis for the template. Add one worksheet at a time to the file and test it.

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Hi, I am using the cloud trial version of sales enterprise Creatio. I am getting this compilation error every time I compile my instance. On rare occasions it gets complied successfully. The same is true when I try to publish objects etc. Why is this error frequent and how do I rectify it ?

 

PS: The path mentioned in the error screenshot doesn't exist in my PC. Hence I assume the path is a part of Creatio cloud side and the error too. 

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Hello

 

The error usually appears if the system compilation is started by 2 or more users at the same time. One more scenario is when the compilation is still running and another compilation is started and not finished. Most likely this happens in your case.

You need to wait till the process is finished. The directory from the error message comes from application server and means that the static content is still generated there. 

It might take more time than usual with trial\demo instances since they do not have much resources to finish the process faster.

 

Regards,

Dean

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  1. We are trying to create a campaign and for that campaign when we try to add a flow.
  2. In the flow, we have added “Add Data” for object “activity” as showed in the screenshot
  3. When we click on the column values to set option, a list of fields are displayed but unfortunately “Contact” field is not available.
  4. As activity is OOTB created object, by default it does contain contact and account fields but we are not sure on why it is not being listed in the dialog box

 

File attachments
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Amritha ,



Any object created by the campaign (e.g. activity) is automatically connected to the contact entity via business logic of the campaign. There's no need to connect it manually. 



Best regards, 

Yurii. 

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Hello,

 

In our Creatio CRM we have a number of email templates that display numbers related to currencies and other values. Our client has requested a specific format that requires to have certain thousand separator (10,000,000.00).

 

We haven't found any way to specify format in the email macros. Does anyone know of a way to achieve this in an email template?

 

Thanks, regards.

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Hello,

 

The macros take the actual value in the database. If you have 10,000,000.00 on UI, in the db you will have 10000000.00. That's why macro value has no separators. Currently it is not possible to add comma separators in macros. We have active task in our backlog to implement this logic for macros as well, but it will be available in future application versions.

 

Regards,

Dean

dean parrett,

Has there been a release to fix this issue?

 

As far as I can see it has not changed.

Kieron Moran,

We have checked this and this functionality has not been implemented yet. 

Mira Dmitruk,

Do you know when it will be implemented? The original question was asked 2.5 years ago.

Kieron Moran,

Hello,

 

Unfortunately, we do not have an exact ETA at the moment.

Once it is implemented, it will be mentioned in the Release Notes at https://academy.creatio.com/docs/release

 

Best regards,

Yuliya

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Hi Team,

 

My requirement is to run a scheduler job on monthly basis, Which would retrieve all employee and then group by a specific conditions and do some calculations and update them.

 

To do calculation we need to retrieve the few more objects.

So that we can do this using C# in console application i can run in task scheduler as i am using OnPremise Creatio CRM.

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Hi Nagaraju,

 

To run this action once per month a business process with a timer can be created that will create a scheduler task. And then you can either add a script task to the process, or use read data and read a collection of records or implement any other logic required.

 

Best regards,

Oscar

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Question

Hi Community,

 

Is It possible to send SMS from Creatio,

 

I have 2 scenarios

1. Sending SMS from Contact Page

2.Sending SMS from a Marketing Campaign

 

Please  share the resource if it is possible in any revised versions of creatio ?

 

Many Thanks!

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Hi Akshit,

 

it is not possible out-of-the-box. However, there are some (paid) marketplace add-ons that enable you to do this.

Another way would be to programmatically add the functionality on your own, but you will need some SMS gateway to send the messages, which will usually cost something.

There is an example in the academy about how to add a custom marketing campaign element for sending SMS here: https://academy.creatio.com/docs/developer/elements_and_components/marketing_campaigns/marketing_campaigns#title-1457-3

 

BR,

Robert

It is possible to use Web service in your business process to send SMS via a lot of SMS providers

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I have column in object called "Lead no" in format- "L_". I want to get the maximum value of integer value in the same through esq.

SQL query of something like this:

SELECT MAX(CAST(SUBSTRING("UsrName",3,length("UsrName")) AS DECIMAL)) FROM "UsrLead"

can someone help me on this?

Thanks

 

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Hi Gokul, 

 

Here are some examples how you can implement it : 

 

1. By using direct SQL queries 

 

https://customerfx.com/article/executing-direct-sql-statements-in-a-pro…

 

2. By using "Select" class 

 

https://academy.creatio.com/documents/technic-sdk/7-15/retrieving-infor…

 

3. By using client side logic (but modifying this code according to your business logic) example below

 

var esq = Ext.create("Terrasoft.EntitySchemaQuery", { rootSchemaName: "Activity" });

 

esq.addColumn("Account.UsrINN", "AccountINN");

var column = esq.addColumn("ModifiedOn");

column.orderDirection = Terrasoft.OrderDirection.ASC; 

 

esq.rowCount=1; 

 

esq.filters.addItem(esq.createColumnFilterWithParameter(3, "Account.UsrINN", "7730616959")); 

 

esq.getEntityCollection(function (result) {

    if (result.success && result.collection.getCount() > 0) {

        var item = result.collection.getByIndex(0);

        var INN = item.get("AccountINN");

        var modOn = item.get("ModifiedOn");

    }

}, this);

 

 

P.S. Please refer the post below about ESQ access rights, that could be also useful for you 

 

https://community.creatio.com/questions/access-issue-esq

 

 

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We are trying to automate the assignment of user/agent(Operator) in Queue when a queue item is inserted from a object using C#. When we are trying to debug the code on object onInserted mode it is not hitting the breakpoint. 

Can any one help on this?

Quick Workarounds are appreciated.

Thanks!

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Hi Nageswara, 

 

Firstly please check the "QueueItem" object and set up checkboxes according to your further events

If you activate this checkbox (on Updating as you need) you will see new field below which was generated automatically. The value of that generated field will be used as trigger for the object process. In your case the override method will be "IsInserted" , where your logic is implemented. 

 

 

Here is more information : 

 

https://academy.creatio.com/docs/developer/back-end_development/entity_…

 

Best Regards, 

 

Bogdan L

Bogdan Lesyk,

 

Thanks for the reply Bogdan,

 

We did the same thing here, but we are unable to debug the code in VS, We put a break point on method OnInserted() mode but it is not hitting the break point when a QueueItem record  is inserting, but somehow it is inserting in DB.

 

Can you pls help on this?

 

Best Regards,

Nageswar

 

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