Continuing with the topic of notifications, I'd like to introduce to you Multichannel notifications for Creatio add-on, which helps to manage notifications in sales tasks, orders or other objects when sticking to deadlines is important.
The product has a simple and convenient wizard for configuring emails or notifications sending within the system for the object events. It helps to manage deadlines by stages of an order or manage accounts receivables.
How important it is nowadays to stay in touch with all your customers. Viber and SMS notifications for Creatio is designed to send Viber and SMS notifications from the Creatio system to your contacts.
The system provides for dynamic sending of letters to each contact - if the message is not received in SMS, the system will deliver it to Viber.
The application covers the main core insurance processes in the life, non-life and health insurance industries. It comprises fully functioning Policy management and Claim management modules, as well as a wide range of accompanying sub-processes related to customer service and after-sales administration.
In this post, we will focus on an add-on that is especially useful for non-technical users - Maintenance tools for Creatio. It allows to clear the Redis cache and to restart the application directly from the systemdesigner. Some use cases:
For system administrators.
Clear the Redis cache if the system is slow in just one click.
Restart the application pool directly from the system without needing to access the IIS.
Hi everyone, We have installed the Mailbox section for Creatio (https://marketplace.creatio.com/app/mailbox-section-creatio) for a customer however we have run into an issue. Every time we try to add it, we get a 400 bad request in the browser console, and it does not get added. Clearing the browser cache doesn't seem to do anything as we can still reproduce the issue Has anybody experienced this issue before or knows of a workaround? Any assistance would be appreciated!
Can you imagine a modern company that doesn't conduct marketing activities? I think no
In order to help our clients to make it easier, we have two effective apps for mass mailings:
Consimple messenger connector for Creatio - provides an opportunity to create and manage bulk messaging from Creatio platform through SMS, push, WhatsApp, Viber supported channels using personalized message templates and omnichannel messaging in the context of one mailing.
Today I’d like to bring your attention to two useful add-ons for data management designed by our partner Banza:
Data scoring for Creatio - resolves the task of setting up and calculating a scoring score and rating based on the tuned model.
Analytical segmentation for Creatio - is a tool for B2B and B2C businesses for segmentation and working with databases aimed at their effective analysis.
Slider control for Creatio - allows adding a custom slider control to the record page of any section and bind the slider to a column that contains numeric data.
We are pleased to announce that we are expanding our product offering for the financial services industry with two new effective add-ons:
Collection for Creatio- is a ready-to-use solution that provides automation, development and managing of standard and unique debt collection strategies of a company at all stages.
I'm trying the connector, but have several doubts, please anybody can help me?
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?
Also didn't receive responses from sent SMS, if a user answer a received SMS on Creatio this SMS is not received
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?
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?
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.
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
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.