What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Instantly retrieve workflow or contact data from Creatio
Example
"Get lead status and last activity for contact id 9217"
Memory Recall
Access historical CRM records and customer interactions.
Example
"Get last year's pipeline snapshots from Creatio for Enterprise clients."
Instant Reaction
Notify process manager when a Creatio business rule fails or task is overdue.
Example
"Send alert when workflow approval task is 2+ days overdue."
Autonomous Routine
Monitor BPM process success rates and execution times.
Example
"Send weekly report of workflows that missed SLA targets."
Agent-Initiated Action
Reassign overdue tasks to backup approvers or escalate issues.
Example
"Reassign approval task if original user hasn’t responded within 48 hours."
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
Salesforce
Track customer lifecycle
Outlook
Sync meetings
Slack
Notify account managers
Try It with Your Agent
Example Prompt:
"Log meeting from Outlook to Creatio CRM and notify account team via Slack."
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Connect Creatio in Fastn UCL: Navigate to the Connectors section and select Creatio, then click Connect.
2
Authenticate with OAuth or API key and authorize CRM access.
3
Enable “create_case” and “update_contact” in the Actions tab.
4
Use the AI Agent to automate customer service or sales tasks.
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
