We are using Creatio 7.16.3 Service enterprise on-premises (Infra on AWS cloud). We have a use case where certain fields on the Creatio GUI need to send and receive real time updates for a specific user across multiple browser client instances that s/he might be using.
We have zero-ed in on Firebase real time database to maintain state on the server side. We plan to establish Creatio client - Firebase interaction via the Firebase JS SDK to send and receive real time updates. Few clarifications below -
1. Have there been known instances of Creatio successfully integrating with Firebase real time database in the past? If Yes, any available material/documentation around the same would help.
2. Are there any gotchas or limitations we need to keep in mind from an implementation, security and performance perspectives specific to the Creatio product while integrating with Firebase real time database? Eg with Service workers.
4. Is there a way to directly inject a CDN link globally on Creatio without having to physically include the contents of the file as suggested in the above link?
1. We have checked the existing case history but unfortunately didn't find any request related to integration with Firebase service, sorry.
2. Unfortunately, we don't have any specific best practices for integrations. It is necessary to use generally accepted engineering practices and instructions but we will happy to assist with any difficulties you may have.
3. This question was already answered in the mentioned community post. Duplicating the answer here:
"Please call jQuery.getScript function in the console and review the sources tab as I recommended and use it as an example to add your own jQuery to the system"
4. As of now, there is no way to use CDN link in the Creatio application. If it will be available in future releases, you will be able to find this information in the Creatio release notes.
Please let us know if you have any other questions.
I have a legacy system built using EJBs in java on a JBoss app server. I need to integrate it with Creatio. What's the best way of integrating EJBs with Creatio? Are there any specific gotchas that I have to keep in mind around, JRE, cloud vs on-prem, etc?
TCP port 274 - required for connecting workstations to the server
TCP port 275 - required to connect the Server Management utility to the Infinity Guardian service
TCP ports 20, 21 - necessary for the operation of the integrated FTP server
TCP port 277 - used to send faxes
TCP port 3050 is used to connect to the Firebird database.
Infinity also requires ports that are used by IP nodes. This includes the main port, which uses the IP node and the range of ports that are used dynamically during the process of establishing VoIP connections and for transmitting voice messages.
Basic ports for SIP telephony are 5060 and 5061.
Infinity X Ports:
All ports can be configured in the settings. Below are the default ports:
10000 - to connect the server to the DBMS
10010 - to connect the client to the server
10019, 10020 - for connecting to Infinity 4
10040 - for connecting a browser to Infinity Guardian, as well as for automatically updating clients
10101, 10102 - for client access to the media storage
10103 port for playing recorded calls
The VoIP telephony can be configured in the settings.
My marketing team uses campaign monitor for sending bulk emails. Is there a way to integrate creatio and campaign monitor so that they can sync the data lists
This is theoretically possible and the scenario should be as follows:
1) Replace "BulkEmail" object in configurations and add new needed columns to this object (or simply use section wizard and create new columns there)
2) Create 3rd party integration via OData4 (this Creatio Academy article will be useful) on Campaign Monitor side.
The idea here is that each time you trigger this integration on Campaign Monitor side - data from Campaign Monitor is pulled out and bulk email record on Creatio side is being updated (using PATCH HTTP verb). New columns from step 1 will be used to store data that is being received from Campaign Monitor via OData4.
So the main part of this integration should be performed directly on Campaign Monitor side. You need to create a logic that will put needed data from needed columns into the request body and then you need to use PATCH HTTP request as specified in the article provided so to update existing bulk email record.
StarfishETL is releasing the first in a series of pre-built integrations, StarfishETL Essentials, for Creatio & HubSpot. Essentials are pre-built integrations that can be deployed quickly, be customized to fit your exact needs and are free with the StarfishETL Professional Edition subscription.
Join us on March 31 to learn about the features, pricing, and benefits of this integration, as well as what to expect for upcoming Essentials releases.
Could you please give me instruction to use Automatic creating Zoom meeting via Zapier in Creatio CRM. I have CRM cloud login version is 7.15.3. Can I create Zoom meeting from this.
Thanks for the suggestion, I tried Zoom connector and came up with an issue. Could you please let me know which is the version it works successfully for you. As well as, how revert to that version from 7.15.3. Previously I added question related to same thing in https://community.creatio.com/questions/zoom-meeting-creation-error-crm.
I'm using CRM Version 7.15.3.1649(latest) cloud login and installed 'Zoom Meeting Connector for Creatio' plugin before meeting schedule as well. (Sales --> Activities -->New Task)
I created the task with 'Create Zoom Meeting' and once it saved this error is popped up 'Unexpected character encountered while parsing value: <. Path '', line 0, position 0.' as in below screenshot. Could you please help me to fix the issue.
the error has appeared in the 7.15.3 version. Zoom users weren't automatically imported to Creatio and a Zoom meeting can't be exported correctly. Please use the Creatio product of the 7.15.2 version. The responsible team needs time to fix the issue on the 7.15.3 version.
I'm getting problems with the meeting data, because the process to get Activity participants in the Zoom Meeting associates the participants with a wrong contact, as you can see in the image on http://prntscr.com/rij3k8.
Irina, the problem is the activity participants have no email and what the process did is to found the first contact with no email and attach this contact to the participant.
I think the process must see if no mail on particpant, it must no associate no one contact to avoid confusions.
the responsible team requested to add the ZoomUserId column to the detail list on the screenshot. Please, send the screen with the ZoomUserId column on the Zoom Meeting Participant detail.
Unfortunately currently we do not have direct integration with Sharepoint software.
I can recommend you to develop the integration via API (academy link) or to use one of the available solutions in our marketplace, for example PandaDoc Document Management for bpm’online.
Also we have registered a query for our R&D team to develop such an integration.
