End-to-end use cases

This chapter contains complete step-by-step instructions on setting up your own end-to-end business processes in Creatio. You can also download additional ready-to-use business processes from the Creatio marketplace.

Examples of Marketplace business process templates

•Engaging dormant customers

•Granting new owner access rights to the account data

•Employee onboarding

•Feed notifications on account related events

Step-by-step guides on creating end-to-end processes

•Setting up a case with approval

•Updating currency exchange rates with web service integration

•Notifying employees by email when a lead has been received via a landing page

•Notifying an employee when they become an activity participant

•Setting up push notifications for mobile application users

•Notifying a user about a comment to their message in the feed

•Using custom business logic to manage record permissions

•Reallocating rights to read and modify records if an owner is changed

•Configuring a document approval process

•Setting up custom email templates for approval notifications

•Using business processes to automate repeated tasks and using loops in the process flow