Creatio
Creatio + Formstack
Formstack Forms allow you to collect data (forms embedded anywhere) and collect data into Creatio, and prefill data on forms for recurring data collection.
Use Formstack's Creatio integration to setup forms anywhere (websites, landing pages, standalone forms) & bring form submissions into Creatio, as well as email prefilled forms. Use the Creatio Marketplace connector to connect your Formstack forms to your Creatio account.
Creatio is a powerful no-code, business process automation platform that boasts the ability to add CRM on top of it. The platform's extensibility is among the best and most intuitive in the no-code space.
1. Setup complex forms such as student or loan applications & bring data into Creatio to manage a process
2. Setup a standard method for customers to collect data into Creatio - forms "anywhere' - website, landing pages, mobile forms
3. Updating existing data- prefilled forms emailed out of Creatio e.g. a "know your customer" recurring data collection use case
1. Formstack Forms account
2. Creatio account
1. Connect Formstack Forms to Creatio
2. Sync data from Formstack forms to your Creatio records
3. Also ability to setup prefilled forms from within Creatio
Get the Creatio-Formstack Forms connector on the Creatio Marketplace here.
Use Creatio + Formstack Documents to generate data-driven documents in a variety of forms (PDF, Word, PPT, Excel) directly from within Creatio and based on Creatio data.
Creatio is a powerful no-code, business process automation platform that boasts the ability to add CRM on top of it. The platform's extensibility is among the best and most intuitive in the no-code space.
1. Generate contracts from Creatio data
2. Generate proposals from Creatio data
3. Generate spreadsheets from Creatio data - e.g. inventory
4. Generate PowerPoint presentations from Creatio data - summarizing information in a visual way to share
1. Formstack Documents account
2. Creatio account
3. Formstack Documents connector on Creatio marketplace
1. Setup your templates in Formstack Documents, including defining your output format
2. Map your merge tags to Creatio fields
3. Setup a button in Creatio to trigger your merges
Integrate Formstack Sign directly to Creatio, or accompany with Formstack Documents as a delivery - to collect digital signatures on documents. Email-to-sign or text-to-sign, with one or more signers, and then save signed documents back to Creatio.
Creatio is a powerful no-code, business process automation platform that boasts the ability to add CRM on top of it. The platform's extensibility is among the best and most intuitive in the no-code space.
1. Easily route documents for digital signature - receive back with full audit trail - equivalent of a wet signature
2. Get contracts signed & saved back to Creatio
3. Get other legal documents such as non-disclosure agreements signed & saved back to Creatio
1. Formstack Sign account
2. Typically also used with a Formstack Documents account to first generate the document & deliver via Formstack Sign
3. Creatio account
4. Formstack Documents and/or Formstack Sign connectors on Creatio Marketplace
1. Configure your Formstack Sign integration directly, or more commonly as a delivery from Formstack Documents
2. Setup Formstack Sign routing
3. Trigger Formstack Sign and documents to save back to Creatio
