integration | Community Creatio

integration

oData

users_authentication

website

users_registeration

Creatio User Registration and authentication on website

Muhammad Shajiuddin

11:38 Nov 05, 2019

Hi,

I need Users to get registered as Creatio Portal User and get authenticate on my own website where I currently showing some data from Creatio CRM using Odata service.

Is it possible through Odata service or else please suggest easiest way?

Any help will be highly appreciable

Regards

1 comments

Norton Lingard

20:46 Jan 02, 2020

Dear Muhammad,

Could you please provide more details on that you want to achieve?

Best regards,

Norton

Show all comments

integration

sales_enterprise

how many environments are recommended in bpm'online?

Kavian Abhari

15:54 Aug 02, 2019

good morning,

I had a question for initiation phase. How many environments are recommended in bpm'online?

3 for production, testing , and development

or in bpm'online we use one environment for testing and development?

Thanks

1 comments

Roman Brown

16:55 Aug 02, 2019

Hello!

It would be much better to have a few separate environments if you planning on developing on your site: one for development purposes, one pre-production and one production itself.

The correct process would be to develop packages on your dev site, transfer them to the pre site afterwards and, after checking that everything works properly, install them on prod.

Show all comments

Landing page

browser

integration

7.14_()

Landing pages and web forms Integration

aaykay

08:05 May 27, 2019

Hi,

Is anyone aware which browsers or plugins might cause the bpmonline landing page integration not to work?

I know it's not working on my pc where I use Firefox.

P.S. I also have uBlock Origin plugin installed on my browser. It does work on google chrome though.

2 comments

Angela Reyes

13:27 May 27, 2019

Hi,

I tried to use my landing page on Firefox and with uBlock Origin app - it worked fine. Have you tried to turn it off in case you suspect it is the source or use incognito mode in which plugins are disabled? Also, what error did you get?

Best regards,

Angela

aaykay

02:19 May 28, 2019

HI Angela,

Thanks for your input.

I've tried incognito, with and without the plugin and the leads won't be created in the instance in both the cases.

We are working to find the cause of the issue but just wanted to check if there are any known issues with Firefox.

P.S. It also happens sometimes when Firefox does not have any addons installed.

Show all comments

Q&A

telephony

integration

Multiple call center integration

S.Kobizka

16:00 Jan 30, 2019

Question

Can bpm'online integrate with multiple call-center at the same time? Is there any conflict or difficulty that we need to aware? Our customer here outsourced the call-center, therefore they have an Avaya call-center and another one which I'm asking their IT. So far I need the answer for all of these scenarios: multi Avaya, Avaya + Asterisk (or else).

Answer

Yes, it is possible to integrate with two and more call centers in the application. To achieve a target you need to find a system setting called "Default messages exchange library" and setup its value as needed and use "Save value for current system user" boolean field http://prntscr.com/lq1lnp. As a result the system user will be automatically using the needed library. Also this user should have licenses needed for this type of telephony (Avaya, Asterisk, Webitel, etc). Also it is very important to know that if you need Terrasoft Messaging Service for both ATS - you need to create two copies of the connector (for example on two different PCs) and use different ports to connect with bpm'online (so to avoid collision).

0 comments

Show all comments

integration

SOAP Integration

Jordy Reynhard

11:58 Oct 31, 2018

Hi guys, i have a requirement to call SOAP service, does anyone know how to do it?

1 comments

Matt Watts

20:21 Oct 31, 2018

Hello.

The following was already discussed in the community post below:

https://community.bpmonline.com/questions/soap-service-call

Hope it helps!

Best regards,

Matt

Show all comments

oData

integration

Bulk update (MERGE) using OData

sam@hq.eximb.com

08:50 Sep 21, 2018

Is it possible to perform bulk update by say utilizing both $filter and MERGE?

I need it to change a number of records with the same value but it would be nice to avoid resolving Id for each one.

Direct approach failed with an error

Query options $select, $expand, $filter, $orderby, $inlinecount, $skip, $skiptoken and $top are not supported by this request method or cannot be applied to the requested resource.

You may reproduce my call by substituting appropriate Id, actually it also should update by primary key but doesn't

url -X MERGE -H 'Content-Type: application/json;odata=verbose' -H 'Accept: application/atom+xml' -i 'http://terapp-t.hq.eximb.com/0/ServiceModel/EntityDataService.svc/Accou? eq '\''648dbb58-2aea-578d-e053-2413a8c01794'\' --data '{Name: '\''Other name'\''}'

Was my syntax incorrect or the whole idea?

1 comments

Tetiana Markova

20:01 Sep 27, 2018

Hello,

Unfortunately, one http request can contains only one CRUD operation for Odata, unless using batch.

In order to update the record by primary key, please use the following syntax:

'http://terapp-t.hq.eximb.com/0/ServiceModel/EntityDataService.svc/AccountCollection(guid'648dbb58-2aea-578d-e053-2413a8c01794')'

Show all comments

integration

postman

DataServices

REST

7.12

sales_enterprise

(SOLVED) How to Implement integration DataService with Postman (JSON) ?

Midun

15:44 Sep 10, 2018

Hi Everyone,

I have a case about data integration using DataService (JSON).

I have read documentation but I can't cleary understand cause example use C# languange, I'm not comfortable with that.

I have try using postman to integration DataService, but I have a trouble,

Below screenshot setting in my postman:

1. I access the login for get the cookies for Auth, I dont have any problem in Auth login.

2. I access url DataService, but I got a problem, I can't access the page what I want, the response is 403. I'm sure when I access the url I have put the cookies from auth login.

What's wrong in my method ?

Anyone have a same case or can give me some example to use DataService beside using C# language ?

Or any advise / suggest ??

Thanks.

FYI: I try in local BPM

SOLVED:

Check again header cookies, csrf, and format data JSON will sent to web service bpm'online.

And you can implement data service using any language along support JSON and http request.

3 comments

Philip Pol

23:07 Sep 11, 2018

Hi Romadan,

Have you tired the business process web call element? You could even try the script element.

I had the same issue and it looked to me that you have to use the C# language.

Anastasia Botezat

13:12 Sep 12, 2018

Dear Romadan,

Firstly, based on the error, it is most likely, that authorization hasn't passed well. Please make sure, that you have done all the steps described in the article as an example, particularly adding needed namespaces for the DataService to work, as well as, adding methods to authenticate and create records.

https://academy.bpmonline.com/documents/technic-sdk/7-12/dataservice-adding-records

Also, yes, as Philip already mentioned, you have to use C# language. Moreover, you can see the example of the working InsertQuery by opening web debugger application like Telerik Fiddler and tracing the insert action made within the bpm'online system. You will find all needed information on what InsertQuery is made of, as insert, update, delete queries in the system are executed by the means of DataService.

To sum up with, if you are not comfortable to use C# language I would recommend to use OData protocol instead. Please see the implementation of OData requests with its examples in the system:

https://academy.bpmonline.com/documents/technic-sdk/7-12/possibilities-bpmonline-integration-over-odata-protocol

Finally, here is a documentation on how to call configuration services using Postman:

https://academy.bpmonline.com/documents/technic-sdk/7-12/how-call-configuration-services-using-postman

Hope you find it helpful!

Regards,

Anastasia

Midun

13:38 Sep 21, 2018

Thanks Anastasia Botezat for your feedback.

I have solved this problem.

The problem is like you say. I dont complete passed auth in header, and have miss passed data json to web service bpm'online.

Philip Wierciszewski, I success implement data service using another language beside use c#.

Show all comments

Creatio

integration

7.11

Randomly pick a Case Number

Anupama

11:00 Feb 27, 2018

Hi All,

Is there any kind of integrations possible with BPM'Online to randomly pick a number ( say Case number) on click of a button (something similar to like lucky draw). The contact in the selected case will be receiving mail.

1 comments

Lisa Brown

11:56 Feb 27, 2018

Dear Anupama,

If the third-party application (like lucky draw) has an open API, you can create the integration with it using OData/webservices. Please also note that except for picking a random case, the system will need to be adjusted from within to find the chosen case and send the email to the case contact with the exact template.

Lisa

Show all comments

Facebook

social network

integration

7.11

Linkedin, Facebook and so on integrations

Julio Falcon at...

05:16 Feb 27, 2018

Hi All,

Is there any kind of integration to control/measure the efectiveness of Linkedin campaigns or the ability to publish directly from bpm'onlin on Linkedin or other and have metrics about the results?

Thanks

Julio Falcon

3 comments

Matt Watts

08:37 Feb 27, 2018

Dear Julio,

LinkedIn API is closed for the external resources.

Warm regards,

Matt

Ankit

12:13 Sep 18, 2019

Hi Matt,

Any Update on linked in campaign or still the status is same?

What about Google Add Campaign?

Angela Reyes

04:30 Sep 19, 2019

Ankit,

You may contact Linkedin directly to check if they are planning to open their API. As for Google Add Campaigns - Google Ads API can be used only for Google Ads campaigns so most likely it cannot be implemented.

Best regards,

Angela

Show all comments

API

integration

7.11

studio

Public API - Example Projects - Code

John Adkins

16:50 Nov 30, 2017

I was wondering if there are working projects of the different public integration methods out there in the community before I reinvent the wheel; besides what is in the development manual, like on GitHub or on this site. I'm looking for actual Visual Studio projects or solutions; boilerplate if you will. I'm only interested in integration, not BPM customization.

Second question, where do you find the latest Terrasoft assemblies, if you are working with the cloud version only, not on premise.

Thanks everyone.

1 comments

Eugene Podkovka

12:44 Dec 03, 2017

The project in the article by the link below is working properly. I tested it last month.

https://academy.bpmonline.com/documents/technic-sdk/7-11/working-bpmonl…

Additionally, please check how to track the integration with fiddler. This will help you a lot.

https://academy.bpmonline.com/documents/technic-sdk/7-11/executing-odat…

If you need bpm'online on-site, please email to support@bpmonline.com

Please note that you will not be able to open bpm'online solutinon in VS, build it and run. Bpm'online is not OpenSource. However, on-side installation allows attaching visual studio and debugging.

Show all comments

Subscribe to integration