calendar integration
Outlook
invitations
Syncing Creatio calendar with Outlook - "send invitations" button
Thomas Eva
19:52 Jan 15, 2025

Hi,

 

I’m working on syncing the Creatio calendar with Outlook. When an event is created in Outlook, Teams meeting links and email invites are sent automatically. In Creatio, this requires manually clicking the "Send Invitations" button (see screenshot).

 

Is it possible to trigger the "Send Invitations" button via a business process? I’d like invites to go out automatically when a business process creates an event in Creatio.

 

Any guidance or solutions would be greatly appreciated!

 

 

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2 comments
Kateryna Naboka
12:39 Jan 21, 2025

Hello!

Thank you for sharing your question about automating the "Send Invitations" functionality in Creatio.
 

Currently, the out-of-the-box functionality in Creatio does not provide a direct way to trigger the "Send Invitations" action via a business process. 
However, this can be achieved using development tools by implementing custom logic.
 

Thomas Eva
13:16 Jan 21, 2025

Kateryna Naboka,

Thanks Kateryna!

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productivity
calendar integration
Is it possible to select which outlook calendar meetings are synched to Creatio ?
Damien Collot
10:10 Jan 10, 2025

Hi, 

testing the calendar synchronisation with the productivity freedom ui app. Is it possible to limit which outlook meetings are synched back to Creatio? For now it synchronises everything (except private meetings). 

In the 8.1.4 release notes, read about this beta feature note "Synchronization of Office 365 calendar. It is now possible to import meetings that have "Creatio sync" category from Office 365 calendar to Creatio. To access this functionality, contact Creatio support."

Has this feature been released out of beta since 8.1.5 ? Do we still need to contact Creatio Support to use this feature or is there some configuration to do ? Did not find any documentation in the academy....

Thanks, 

Damien

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5 comments
Best reply
Malika
12:21 Jan 13, 2025

Hello,

Starting from 8.1.4, there is an option to download from Exchange calendar only the meetings marked with the category Creatio sync:


  • 1. All exported items are marked with a category (newly created or updated)
  • 2. Imported meetings (new or updated) are used in Creatio only if marked with a category.
     

The primary use case for this feature: I do not want to synchronize my private meetings (e.g., doctor appointment or family dinner) to Creatio. So I mark only the meetings that should be synchronized to Creatio with the category Creatio sync.

Important:  This is a global option for a mail service provider in Creatio, it cannot be enabled on per user basis.

This option is available for Office365 / Exchange calendars only. It will not work for Google calendars.

Step-by-step instruction
1. The user should create the category Creatio sync in Outlook calendar:


Outlook categories guide: Use categories in Outlook - Microsoft Support

2. Enable the option in the mail server provider in Creatio. Currently it is possible to do it via SQL request only:

MSSQL

update Mailserver set IsLimitMode = 1 where Id = 'your_mailserver_id'

Oralce
update "Mailserver"
set "IsLimitMode" = true
where "Id" = 'your_mailserver_id'

PostgreSQL
update "Mailserver"
set "IsLimitMode" = true
where "Id" = 'your_mailserver_id'

3. As soon as the option is enabled all meetings exported from Creatio to Outlook will have the Creatio sync category assigned. Only the meetings that the user marked with the category Creatio sync will be synchronized to Creatio.

Environment

  • Version - 8.1.4+

    Note! This is still a beta version of this feature. We would greatly appreciate it if you could share your feedback with us after using this.


    Best regards,
    Malika
Malika
12:21 Jan 13, 2025

Hello,

Starting from 8.1.4, there is an option to download from Exchange calendar only the meetings marked with the category Creatio sync:


  • 1. All exported items are marked with a category (newly created or updated)
  • 2. Imported meetings (new or updated) are used in Creatio only if marked with a category.
     

The primary use case for this feature: I do not want to synchronize my private meetings (e.g., doctor appointment or family dinner) to Creatio. So I mark only the meetings that should be synchronized to Creatio with the category Creatio sync.

Important:  This is a global option for a mail service provider in Creatio, it cannot be enabled on per user basis.

This option is available for Office365 / Exchange calendars only. It will not work for Google calendars.

Step-by-step instruction
1. The user should create the category Creatio sync in Outlook calendar:


Outlook categories guide: Use categories in Outlook - Microsoft Support

2. Enable the option in the mail server provider in Creatio. Currently it is possible to do it via SQL request only:

MSSQL

update Mailserver set IsLimitMode = 1 where Id = 'your_mailserver_id'

Oralce
update "Mailserver"
set "IsLimitMode" = true
where "Id" = 'your_mailserver_id'

PostgreSQL
update "Mailserver"
set "IsLimitMode" = true
where "Id" = 'your_mailserver_id'

3. As soon as the option is enabled all meetings exported from Creatio to Outlook will have the Creatio sync category assigned. Only the meetings that the user marked with the category Creatio sync will be synchronized to Creatio.

Environment

  • Version - 8.1.4+

    Note! This is still a beta version of this feature. We would greatly appreciate it if you could share your feedback with us after using this.


    Best regards,
    Malika
Damien Collot
16:50 Jan 13, 2025

Malika,


Thanks for the detailed reply  ! 

Does it work by directional too ? Activity created in Creatio, gets synched back to Creatio ?

Thank you; 

Damien

Malika
17:21 Jan 16, 2025

Damien Collot,


From Creatio to Outlook, we synchronize all activities that are eligible for syncing and assign a category to them. No additional filters or categories are applied during this process.

Massimiliano Mazzacurati
10:56 Jun 11, 2025

Hello.

This feature is marked as "Beta testing for new features” in 8.1.4 release notes. Is it still a beta testing feature or is it now an "official feature"?

Thanks

Nirupama Mohan Latha
00:38 Jun 19, 2025

Malika,

Is there a way to filter the activities that are synced from Creatio to Outlook? In 7.18, we had the option to sync based on activity folders setup in Creatio. Is there a similar functionality in 8.2?

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calendar integration
8.1
Sales_Creatio_enterprise_edition
8.0
How to synchronize Google Calendar with Creatio Calendar?
Mirla Montaño
21:15 Apr 12, 2024

Hello!

I am experiencing an issue regarding the synchronization between Creatio and Google Calendar. My Creatio Version: 8.1.1.3635

 

I have set up the synchronization between the two platforms, but I am encountering the following problem:

  • Changes made to activities in Creatio are not reflected in Google Calendar. Neither the other way around.

 

I have already tried the following troubleshooting steps:

Despite these efforts, the issue persists.

I would be grateful if you could provide any guidance or solutions to resolve this synchronization problem. Please let me know if you require any further information from me :)



Thanks!

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2 comments
Mira Dmitruk
15:11 Apr 15, 2024

Hello,

 

We see that you also registered a case directly for our Support team regarding this problem and therefore we will work on it in that case.

Mirla Montaño
15:27 Apr 16, 2024

Mira Dmitruk,

wonderful, thanks!

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calendar integration
Sales_Creatio
8.0
Calendar Synchronization Period: only three available settings
Massimiliano Mazzacurati
18:46 Sep 04, 2023

In Calendar Synchronization settings it's now possible only to set the Synchronization period to 1 month, 1 week or 2 weeks:

How is it possible to synchronize the calendar for a wider period (for example 6 months)?

Thanks

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3 comments
Mira Dmitruk
15:43 Sep 05, 2023

Hello Massimiliano,



Unfortunately, 1 month is the maximum period that can be selected. Selecting a longer period affects mailbox synchronization performance, which is why we do not have such an option for synchronization.

Also, according to our usage statistics, old emails (more than 1-month-old) mostly have no business value, so we don't sync them. 



As a workaround, you can either re-forward them to the mailbox and synchronize your mailbox or create an excel file and import the related data to emails using file import.



However, we have already registered the idea for our R&D team to review this logic in future releases.

Esther M
10:22 Jun 19, 2024

Mira Dmitruk,

We are using the Creatio calendar sync, but we are not getting notifications for meetings created more than 1 month in the future. Can you please increase the amount of time that the calendar syncs to the future?

Malika
22:29 Jun 19, 2024

Esther M,


Unfortunately, you can select no more than 1 month of synchronization, and it is not possible to increase this period. At the moment, we also have no workarounds to increase the given limit. 

However, a task has already been registered in our R&D team to consider and implement such a feature in future releases. 


Best regards,
Malika

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marketplace
calendar integration
calendly
CALENDLY CONNECTOR FOR CREATIO
Anna Tarnovska
13:58 Jan 19, 2023

Good day! 

I know that many of us were waiting for this connector, and I’m excited to let you know that it has already been published on our Marketplace ?. Please explore the Calendly connector for Creatio. 

The connector between Creatio and Calendly, a meeting scheduling service, allows newly scheduled or updated meetings in Calendly to be synchronized to Creatio activities.

The activity is linked to the corresponding Lead and Contact, which are inserted if the email address is not found in the Database. 

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Discussion
calendar
calendar integration
scheduling
Calendly integration to schedule meetings using calendar integration
NCS.JulioFalcon
15:55 Oct 14, 2021

Dear colleagues,

 

Somebody tries to integrate Calendly in your Creatio? https://calendly.com/

 

Thanks in advance

 

Best regards

2 comments
NCS.JulioFalcon
20:59 Oct 20, 2021

nobody interested in have an easy to schedule to your clients integrated to Creatio and your calendar?

Damien Collot
15:40 Oct 22, 2021

Most of our clients rather have a native microsoft teams/M365 integration than having to configure calendly on top.



However it is a popular app, for which an integration would be interesting. Or at least, we should be able to have more advanced Zapier integration, little documentation on the possibilities with Zapier

Show all comments
calendar integration
calendar
category
categories
outlook connector
7.13_()
sales
Outlook
Type of Calendar items created through bpm'online to Outlook
Julius
14:33 Jan 17, 2019

I am wondering about the different kinds of items available in the Outlook calendar.

Calendar item types in Outlook: Appointment, E-mail, Meeting, Contact, Task/Todo.

When my Process is creating tasks in bpm'online and it syncronizes to Outlook. The Outlook item are always of the Appointment -type.

Type in bpm'online:                   Type in Outlook (after synched):

Call                                                 Appointment

Meeting                                         Appointment

Paper Work                                  Appointment

Meeting                                         Appointment

Is there a way to make Meetings, Appointments, Todos Activities in bpm'online, synchronize as their respective types in Outlook?

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1 comments
Angela Reyes
01:10 Jan 19, 2019

Dear Julius,

As for now there is no such functionality, but I'll inform our R&D team about this issue and suggest them to implement it. Thank you for helping us to make our application better.

 

Best regards,

Angela

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calendar integration
Send a Calendar invitation when add somebody as a participant
Julio Falcon at...
22:31 Jun 06, 2017

Good afternoon,

I need to know if is anyway to send a calendar invitation, such us Google Calendar, Outlook event or Apple Calendar when a user add somebody as a participant of an activity.

Thanks in advance,

 

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13 comments
Lily Johnson
15:34 Jun 07, 2017

Dear Julio,

Unfortunately, there is no such funсtionality implemented in the system. You can try to create a business process that will be triggered when a new participant is added to ActivityParticipant object and then send an email notification using Send email process element. 

Regards,

Lily

Julio Falcon at...
18:34 Jun 07, 2017

Thanks Lily, that's what we did, but I want to know it we can send a calendar invitation instead of an email,

Regards,

Julio

Lily Johnson
09:36 Jun 08, 2017

Dear Julio,

I have registered your suggestion for our R&D team. For now you can only send email notifications or create reminders within bpm'online. Both these features can be realised within a business process.

Regards,

Lily

Julio Falcon at...
23:28 Jun 08, 2017

Thanks Lily

Iuliia Diakiv
20:29 Aug 12, 2020

Lily Johnson,

hello. What was the fate of this request? Was it taken into implementation? 

Regards. Iuliia

Angela Reyes
20:44 Aug 12, 2020

Iuliia Diakiv,

As for now, there are no updates on this task. I will add your comment to it to increase its priority. 

 

Best regards,

Angela

Roman Rak
23:27 Oct 13, 2020

Hello Justin,

 

We have added your comment to increase the priority of this functionality request. Future releases information will contain notification about including this kind of functionality.

 

Best regards,

Roman

Mohamed Ouederni
01:32 Oct 14, 2020

Hi Julio

 

You can create a calendar invite link and add it to the email body if your users use Google Calendar.

Please check out this tool: https://jennamolby.com/tools/google-calendar-link-generator/

If you need to support multiple calendar providers, you have to generate an ICS file and attach it to the email.

Since Creatio doesn't support email attachment by default, I suggest that you develop a web service to generate an ICS file and send the link in the email like this tool: https://jennamolby.com/tools/ics-link-generator/.

 

Thank you

Mohamed

 

Susan Samara
22:08 Jan 26, 2022

Bump! We are also looking for this feature. 

Mohamed Ouederni
00:57 Jan 27, 2022

Susan Samara,

 

Creatio introduced this feature in the latest release (7.18.5).

There is a new button in the activity participants' detail that sends a calendar invite for the participant.

Csilla Kiss
17:26 Jun 15, 2023

Mohamed Ouederni,

 

I am looking for this feature in my 8.0.8 environment, but can't find it under the activity participants' detail. Is this feature still available?

Vishay Kerai
14:20 Nov 28, 2024

+1 priority for me too!

Artem Evdokimenko
11:35 Aug 15, 2025

Hi colleagues! Are there any updates on this request?

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