Dear colleagues

 

I'm trying the connector, but have several doubts, please anybody can help me?

 

  1. Sent (confirmed) SMS didn't updated on Creatio, Delivery status remains Queued forever. Is that a limitation of the integration or a limitation of the Trial Twilio account?
  2. Also didn't receive responses from sent SMS, if a user answer a received SMS on Creatio this SMS is not received
  3. When I sent an SMS from a process if I want to connect the SMS with another object than the contact I didn't find how to get the id of the sent SMS, so the User task the connector provides, hasn't provided the id of the sent SMS, the only id or lookup I can get is the contact id. How can I determine the id of the sent SMS?

Thanks in advance

 

Best regards

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Hi Julio,

The responsible team released the updated version of the connector where issues 1 and 4 have been fixed. This package is already available on Creatio Marketplace. Please install the new package version and check the updates.

I have no news regarding the third issue. I will keep you updated.

sorry I forgot another problem I'm having. When I sent the same message from a process, 2 SMS were sent, if I send one from the contact, just send one. Some idea what could be wrong?

With this process 2 SMS are received

Hi Julio,

We have updates regarding your questions:

1. We reproduced the issue with Queued Delivery status and submitted it to the responsible developer.

2. We require more information to investigate the second issue. Please check whether the sent SMS appeared on the 'Messages log' tab in your Twilio account.

3. This feature is not supported in the user task. I have forwarded your feedback to the responsible developer.

4. We require more information to investigate the issue with 2 SMS sent by the process as well. Please make sure that only one instance of the business process was run in the Process log.

Thank you and we await your reply.

Irina Lazorenko,

Hi Irina,

 

Thanks for your reply, and please confirm us as soon questions 1 and 3 were resolved.

  • Regarding question 4, the sent SMS's were managed by an internal from the connector, the User Task called “Send SMS through Twilio”.
  • Additional info regarding what was happening here is:
    • When sent an SMS from a user process using this User Task, we receive the most of times the SMS twice, but always two SMS records are created on Creatio Section DlbSmsMessage
    • When sent an SMS from the communication panel of a contact it works OK, and just one SMS is delivered, so this symptom reinforces the suspect the culprit of the 2 sent SMS and created records, was the User task “Send SMS through Twilio
  •  Regarding question 2: We won't need to solve this "problem" for now because:
    • The client confirms that he will not need to receive SMS, only send.
    • The problem could be related with a numbering issue due to the Twilio provided phone number to send SMS. Current provided number is from the USA/Arizona, and we need to send SMS to Spanish numbers, so could be there some restriction to Spanish numbers to send/answer SMS to a foreign number…
    • When our customer needs to receive SMS, we will be back to determine where the problem is: The provided numeration, some Twilio restriction or whatever

 

Thanks again and best regards

 

Hi Julio,

The responsible team released the updated version of the connector where issues 1 and 4 have been fixed. This package is already available on Creatio Marketplace. Please install the new package version and check the updates.

I have no news regarding the third issue. I will keep you updated.

Irina Lazorenko,

Thanks Irina, we will check it right now

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Hi everyone! 

Today I would like to draw your attention to connectors that significantly speed up the migration process to Creatio from other CRM systems with minimal upfront work:

The simplicity of Connect Creatio gets you migrating faster while keeping your data safe along the way with strict data encryption, Cloud security, and data law compliance.

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Hi everyone!

Today I’d like to share with you some tools that were designed by our Creatio developers and are truly worth your attention:

  • Tree view for Creatio - lets you configure a hierarchical representation of data in Creatio by enabling the tree view in any section or detail.

  • Granting new owner access rights to the account data - allows automatic granting of access to the account data (account-related contacts, opportunities, orders and activities) to the new owner after changing the manager in charge.

  • Engaging dormant customers - enables automatic scheduling of tasks for clients who have not had any action in the last 6 months.

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Hello everyone. Hope you have a good day!

Can you believe that we have already 5 solutions for conducting and managing surveys?

If not, please take a close look at:

  1. Keen Survey Tool for Creatio

  2. Questionnaire management for Creatio

  3. Smart surveys for Creatio

  4. Microsoft Forms connector for Creatio

  5. SurveyMonkey Connector for Creatio

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Good news! We already have 17 connectors to various telephony systems. You can check them here

In the last 3 months, 6 new connectors for telephony have been added to our Marketplace: 

  1. RingCentral connector for Creatio

  1. KAZOO VoIP connector for Creatio 

  1. VELVETEL connector for Creatio 

  1. Five9 connector for Creatio 

  1. Stream Telecom connector for Creatio 

  1. Twilio Voice connector for Creatio 

..which means even more possibilities to integrate Creatio with existing customer telephony systems! 

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Looks great !



Any plan to integrate with 3CX (used by 600'000+ companies) ?



Cheers,



Damien

Damien Collot,

Thanks for your comment! Yes, it is planned, however, we do not have any time frame at the moment.

That is a pity.

We are also very interested in the 3CX integration

Anna Tarnovska,

 

So basically we're still at the same status point than January 2020, almost 3 years ago .... ? (https://community.creatio.com/questions/best-way-connect-telephony)

Damien Collot,

Thank you for your feedback. We are actively looking for a partner who could develop this connector. Once it's designed, we will inform our Community.

Our team (Creomate) has implemented an integration solution based on the marketplace product (Call Center 360)  and WebAPI for 3CX.

Please pay attention to the video https://youtu.be/dmkRLqGlHoM

See also https://marketplace.creatio.com/app/call-center-360-creatio

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Hi everyone! 

As you probably know, we have a vertical solution – DocFlow Creatio – one of the best-selling Creatio Marketplace solutions. Now we have 6 new useful apps for document management that perfectly complement and extend our product offering: 

  1. SharePoint integration for Creatio - is designed to facilitate the upload, download and deletion of files directly from Creatio UI 
  2. OneDrive connector for Creatio - expends capabilities of file management functions by connecting to new storage. 
  3. Approval for Creatio - with this add-on you can set up approval workflows of any complexity for any object in the Creatio. 
  4. Microsoft Word plugin for Creatio - with this plugin you can set up any printable form with a single click  
  5. Files extended for Creatio - extends the basic functionality of the [Files and Links] detail, providing a full range of functions for managing their content. 
  6. Download ZIP Button for Creatio - enables downloading attachments from the Attachments and Notes tab of any entity as a ZIP file just with one click on the Button. 
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I Can not download the Visual Studio extension for Creatio From Marketplace.

it's directed to the documentation page instead.

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Hi,

Actually, there is no separate Visual Studio Extension, this marketplace

application is only a reference toward the documentation on Integrating Creatio with Visual Studio.

 

Regards.

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I have the popup add-on installed from marketplace. I've used it in the past often, but it stopped working in our current instance about a week ago. I don't have popup blocker on the browser.

 

I had tried uninstalling and reinstalling previously but this wiped all the business processes that had it in place. I cannot rebuild it all again- is there any way to troubleshoot this?

 

https://marketplace.creatio.com/template/popup-element-business-process…

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Hi, Susan,

I have the same issue. Did your troubleshooting successful?

Hi to all,

 

You should identify the cause of the issue first and foremost.

Check the process log and make sure the process was launched and “To whom should the window be shown” field was filled out correctly.

If everything is correct, troubleshoot the issue in the incognito mode.

 

If you cannot reproduce the issue in the incognito mode, check your browser extensions. Some of them, ad blockers in particular, could block pop-up windows in Creatio.

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Hi community,

I tried to install the application "Map widget for Creatio" from the Marketplace in a sales-team-marketing-demo environment (v. 8.0.1) and it's not working!

I have configured the map chart dashboard but it's not loading and if I open the inspector I find this errors in the console log:





Can you help me?

Let me know!



Thanks in advance.

Best regards,



Luca

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Hi Luca!
We reviewed the add-on and reproduced the issue on our end. That was an out-of-the-box compilation-related error. When installing the package, the system did not compile and did not generate static content.
We plan to fix this problem in future versions of Creatio. For the time being, I recommend recompiling your system.

Hi Luca!
We reviewed the add-on and reproduced the issue on our end. That was an out-of-the-box compilation-related error. When installing the package, the system did not compile and did not generate static content.
We plan to fix this problem in future versions of Creatio. For the time being, I recommend recompiling your system.

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Dear,



We are having issues with installing several add-ons from the marketplace.

These same add-ons were successfully installed in other Creatio instances, but here with one specific website they are throwing errors.



1. https://marketplace.creatio.com/app/excel-reports-builder-creatio



2022-05-24 16:14:35,661 Compiling configuration dll

2022-05-24 16:15:33,735 Errors and (or) warnings occurred while compiling configuration dll

2022-05-24 16:15:33,735 Autogenerated\Src\IntReportHelper.IntExcelExport.cs(273,31) error CS0433: The type 'ExcelWorksheet' exists in both 'EPPlus, Version=4.1.0.0, Culture=neutral, PublicKeyToken=ea159fdaa78159a1' and 'EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1'





2. https://marketplace.creatio.com/app/email-approvals-creatio



2022-05-24 17:45:40,097 Compiling configuration dll

2022-05-24 17:46:32,008 Errors and (or) warnings occurred while compiling configuration dll

2022-05-24 17:46:32,008 Autogenerated\Src\IntReportHelper.IntExcelExport.cs(273,31) error CS0433: The type 'ExcelWorksheet' exists in both 'EPPlus, Version=4.1.0.0, Culture=neutral, PublicKeyToken=ea159fdaa78159a1' and 'EPPlus, Version=4.5.3.2, Culture=neutral, PublicKeyToken=ea159fdaa78159a1'



It is strange that they both throw the same error.

Is there any way to fix this?





Kind regards,

Vincent

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Hi Vincent,

Creatio platform doesn't allow installing one .dll library several times (in this case, EPPlus). Both errors indicate that you already have the EPPlus library installed on your Creatio site. The 'Excel reports builder for Creatio' app uses the library, while the 'Email approvals for Creatio' app does not.

The problem can be fixed by finding the other package that has the library on your Creatio site and manually removing the library from one of the packages to resolve the conflict.

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