Malik, Inc.
Malik, Inc.
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Formstack Documents for Creatio - Instruction/Walkthrough
Using a templated approach, connect Formstack Documents to Creatio. Some pre-requisites to keep in mind:
1) You must have an active Creatio subscription or 14-day free trial. Get that here: www.creatio.com/trial/creatio?partner=softwareselection
2) You must have an active Formstack Documents subscription or 14-day free trial. We encourage you to choose the "Platform" option for a trial, located immediately below the links to try Forms, Documents, and/or Sign. Get your 14-day free trial here: formstack.grsm.io/ssa-documents
3) You must install our connector from the Creatio Marketplace. That can be found here: marketplace.creatio.com/app/formstack-documents-connector-creatio
Once you have the above, you may perform all of the steps contained in this video.
If you run into any issues or require support for Formstack Documents for Creatio: contact us at formstack@ss-adv.com.
มุมมอง: 44

วีดีโอ

Creatio and Formstack Integration Overview
มุมมอง 51ปีที่แล้ว
We've published several separate videos covering the individual methods of integrating Creatio and Formstack using the various connectors that we've built. Now, we're providing a high-level overview of the entire solution to provide a holistic picture. We've covered the use of Formstack Forms, and the current version of the connector: which allows you to use the responsive Forms built on the Fo...
Formstack Documents Connector for Creatio
มุมมอง 37ปีที่แล้ว
The Formstack Documents Connector for Creatio is a powerful integration that allows Creatio users to leverage their responsive Formstack Documents templates to seamlessly generate and deliver documents exactly where they need to go when they're needed to go there. Do you also need eSignature which offers a more cost-effective alternative to DocuSign? Formstack Documents allows you to place sign...
Formstack Forms for Creatio - Instruction/Walkthrough
มุมมอง 118ปีที่แล้ว
Using a templated approach, connect Formstack Forms to Creatio. Some pre-requisites to keep in mind: 1) You must have an active Creatio subscription or 14-day free trial. Get that here: www.creatio.com/trial/creatio?partner=softwareselection 2) You must have an active Formstack Forms subscription or 14-day free trial. Get that here: formstack.grsm.io/ssa 3) You must install our connector from t...
Formstack Forms Connector for Creatio
มุมมอง 114ปีที่แล้ว
The Formstack Forms Connector for Creatio is a quick way to get up and running using the power of Formstack's Forms product. Formstack Forms is a No-code form builder enabling users to create responsive forms via a drag-and-drop interface. Implement custom logic to show and hide fields and curate a seamless user experience that adapts to the information provided by the end user filling out the ...
Using Creatio's No Code Platform to Create a Corporate Wellness Application (Video 3 of 3)
มุมมอง 401ปีที่แล้ว
@Creatio is a powerful platform that provides a robust set of No Code tools - enabling rapid application development and deployment of your business use cases. In this example, conclude the construction of our Corporate Wellness app by putting the finishing touches on the wellness program page, importing some sample data, and building a leaderboard to share the participation of the individuals ...
Using Creatio's No Code Platform to Create a Corporate Wellness Application (Video 2 of 3)
มุมมอง 329ปีที่แล้ว
@Creatio is a powerful platform that provides a robust set of No Code tools - enabling rapid application development and deployment of your business use cases. In this example, we're continuing on from the previous video where everything starts coming together. We're moving from building the foundation of our application to assembling the relationships between the Creatio objects and implementi...
Using Creatio's No Code Platform to Create a Corporate Wellness Application (Video 1 of 3)
มุมมอง 517ปีที่แล้ว
@Creatio is a powerful platform that provides a robust set of No Code tools - enabling rapid application development and deployment of your business use cases. In this example, we will start building a new application around a use case where a company needs a more centralized way of tracking employee wellness. We'll start with the ideation/visualization and walk you through the process of trans...

ความคิดเห็น

  • @malik-inc
    @malik-inc 4 วันที่ผ่านมา

    Excel Spreadsheet Downlaod: foxly.link/CRE-WELLNESS

  • @JulioHernanFalcon
    @JulioHernanFalcon หลายเดือนก่อน

    Hello, please could you share the excel file using on the demo?

    • @malik-inc
      @malik-inc หลายเดือนก่อน

      Short answer: We don't have the file to share any longer. We can try to help rebuild it if you'd like. Are you wanting/needing the import list or the diagram/field list? Longer answer: The spreadsheet/Excel file that's shown in the video was a standardized spreadsheet that we use internally to represent various objects and the columns we believe need to be added. It's nothing more than what you see on the screen. Shapes, connectors, and a simplified format put thoughts to "paper." This particular video was an example/concept only to help visualize what we built and why. We didn't actually keep the spreadsheet as... well, honestly, we didn't think anyone would want it. :) The template has evolved considerably over time (it barely looks the same), and it's become a critical piece of how we implement solutions for our customers. It's not something that we can share at this time as the current format is considered intellectual property. If you can advise what specifically you need from the Excel file, we're happy to try and rebuild it and publish it.

    • @JulioFalconNCSTraining
      @JulioFalconNCSTraining หลายเดือนก่อน

      @@malik-inc Yes, to avoid to do the hard work.... 🙂

    • @malik-inc
      @malik-inc หลายเดือนก่อน

      @@JulioFalconNCSTraining - it'll take a few business days, but we will replicate the import tab from the video, post the link in the video's description, and tag you once it's available.

    • @malik-inc
      @malik-inc หลายเดือนก่อน

      @@JulioFalconNCSTraining malikinc-my.sharepoint.com/:x:/g/personal/basil_malik-inc_com/EUos5viBiAxDg1GFlhdmJesBHsCozWeukD5XOU8TkdZCag?e=378Tno

    • @2010klas
      @2010klas 11 วันที่ผ่านมา

      @@malik-inc Hey there! thanks for the hard work. Is there any chance that you can put the excel file available again? The links does not work anymore. Thanks in advance!

  • @bhoobalanJEROME
    @bhoobalanJEROME 5 หลายเดือนก่อน

    Good connector. By chance, this Form Stack is capable of writing customized code in the backend of the form. To integrate it with Creatio beyond Lead or OOTB object capture capabilities. USE-CASE: 1. Landing page connector offers to capture the Lead at first-hand. 2. Post successful Lead won, it must be Creatio or a Presentation layer with a business logic outside Creatio for sales. In such sales, users must be willing to see the list of offerings, add-ons, and discounts offered and it might not be possible to expose CRM to customers/consumers of the services. 3. To avoid exposing CRM, it is required to build a presentation layer about the sales/order flow before approval outside CRM (The user, picks and selects the services and is interested with minimal data validation) then an Order is Created inside CRM which then moved with the approval process and finally into payment gateway and invoice/accounting part. 4. So the form integration should be two-way. Creatio API to Form and Vice Versa Best regards, Bhoobalan Palanivelu, Creatio CRM Implementation www.linkedin.com/in/bhoobalanp1993/

    • @malik-inc
      @malik-inc หลายเดือนก่อน

      Hi Bhoobalan, this is a very extensive use case example that goes beyond likely what the use of our Formstack Forms connector covers. You might be able to do it, but it doesn't mean that it's the best way to solve for the solution. It boils down the to "can you" vs. the "should you" argument. Just because you can, doesn't mean that you should. That said, we would look to Creatio and Formstack working together to approach your specific use case. This response is 3+ months after you comment; however, if it's something that you're still attempting to solve, it may be best to set up a conversation instead. Please feel free to reach out to our team via formstack@malik-inc.com if you require support for your Formstack Forms example.

  • @NoCodeServices-CreatioDevelope
    @NoCodeServices-CreatioDevelope 5 หลายเดือนก่อน

    Can we get a copy of the spreadsheet you use to the demo to try replicate?

    • @JJwolf23
      @JJwolf23 2 หลายเดือนก่อน

      Yes please

    • @malik-inc
      @malik-inc หลายเดือนก่อน

      Short answer: We don't have the file to share any longer. We can try to help rebuild it if you'd like. Are you wanting/needing the import list or the diagram/field list? Longer answer: The spreadsheet/Excel file that's shown in the video was a standardized spreadsheet that we use internally to represent various objects and the columns we believe need to be added. It's nothing more than what you see on the screen. Shapes, connectors, and a simplified format put thoughts to "paper." This particular video was an example/concept only to help visualize what we built and why. We didn't actually keep the spreadsheet as... well, honestly, we didn't think anyone would want it. :) The template has evolved considerably over time (it barely looks the same), and it's become a critical piece of how we implement solutions for our customers. It's not something that we can share at this time as the current format is considered intellectual property. If you can advise what specifically you need from the Excel file, we're happy to try and rebuild it and publish it.

  • @rajaazeidan7930
    @rajaazeidan7930 6 หลายเดือนก่อน

    loved your playlist. As a beginner in Creatio, it was really helpful to get me familiar with the system.

    • @malik-inc
      @malik-inc 6 หลายเดือนก่อน

      We are so glad to hear that the playlist was helpful!

  • @brockeckles3745
    @brockeckles3745 ปีที่แล้ว

    What are your thoughts on starting within the Data Models section vs building the pages directly?

    • @malik-inc
      @malik-inc ปีที่แล้ว

      That's a fantastic question. I think it boils down to who is building the application. In our example, we are approaching application building from the perspective of a layman. A person who isn't technical wouldn't start building an application from either the "Pages" or the "Data Models" section of an application. They wouldn't necessarily understand that building a page requires a data source, and they would likely get overwhelmed quickly when starting to build an application from the "Data Models" area. That approach is generally for someone who is either more technical or more familiar with Creatio. If it's a technical person who is comfortable with the nomenclature of Creatio and how modifying attributes and settings within the data model and working with pages respective to data sources - then it might make sense for them to start there. Additionally, think about what you're building and how mature your idea of an application is at the point you're looking to construct a new application within Creatio. If you start from the technical path (Data Models and Pages), your idea has to be pretty mature or solidified to begin building from that avenue. The method and approach we're taking is more along the narrative of "anyone can build an application in Creatio." :) Starting with Data Models and Pages is just another way someone can bring an idea to fruition using Creatio. I hope that answered your question. -Basil