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Version: 8.3

Get started with Creatio development

Level: beginner

Creatio is an AI CRM and workflow platform where people and AI agents work together. The platform runs both human-led and agentic workflows and is built with customization, flexibility, and scalability in mind. Business analysts, no-code creators, and full-stack developers can all create and change apps in Creatio, each using the tools that match their skills.

Creatio consists of the following parts that share a single platform and data model, so you can extend each of them using the same development tools:

  • Creatio Business Studio — an AI-powered no-code platform where you build apps with AI coding agents and designers, automate business processes, and assemble apps from reusable components. Learn more: Creatio Studio (Creatio website).
  • Creatio Sales — an agentic sales product that covers the full sales cycle, from lead capture to forecasting. Customize and extend its functionality to match the sales processes of your company. Learn more: Creatio Sales overview (user documentation), Agentic Sales Platform (Creatio website).
  • Creatio Marketing — an agentic marketing product that covers the full marketing lifecycle, from segmentation to multichannel campaigns. Customize and extend its functionality, for example, add custom campaign elements. Learn more: Creatio Marketing overview (user documentation), Agentic Marketing Platform (Creatio website).
  • Creatio Service — an agentic service product for full-cycle service management. Customize and extend its functionality to match the service processes of your company. Learn more: Creatio Service overview (user documentation), Agentic Service Platform (Creatio website).
  • Creatio Marketplace — ready-made apps, connectors, and industry solutions that extend Creatio. Publish your own apps on Creatio Marketplace to distribute them to Creatio customers. Learn more: Develop the Marketplace app, Creatio Marketplace.

Creatio provides a wide variety of tools to develop new apps and change existing apps. No-code tools let you set up data models, pages, business rules, business processes, and dashboards in designers without additional coding. Learn more: Customization tools (user documentation). When no-code tools are not enough, use development tools to implement custom logic using source code. Learn more: Development tools.

Requirements for developer skills​

Any employee with a set of required skills can act as a Creatio developer. We recommend starting with hands-on experience in Creatio no-code tools. This experience helps you understand how business needs turn into working functionality and when no-code tools are enough or custom development is needed.

The minimum skill requirements are as follows:

  • experience with Creatio no-code tools: data models, Freedom UI pages, business rules, and business processes
  • more than 6 months of C#, JavaScript, and SQL (T-SQL or PL/SQL) experience

The recommended skill requirements are as follows:

  • more than 1 year of C#, JavaScript, TypeScript, and SQL (T-SQL or PL/SQL) experience
  • knowledge of web technologies, REST APIs, OData, and integration patterns
  • knowledge of Angular for developing Freedom UI components

Creatio development guidelines​

Creatio developers and partners compiled a set of guidelines based on their experience with developing new features.

The main development guidelines are as follows:

  • Only develop using a development environment and the "Default" configuration. This lets several employees develop simultaneously in their personal development environments.
  • Only develop using a user-made package with all dependencies and data bindings installed.
  • Use a prefix for custom schemas ("Usr" by default).
  • Use a version control system when planning code revisions or co-development.

See also​

Creatio (Creatio website)

Creatio Sales overview (user documentation)

Creatio Marketing overview (user documentation)

Creatio Service overview (user documentation)

Develop the Marketplace app

Creatio Marketplace

Customization tools (user documentation)

Development tools


E-learning courses​

Development on Creatio platform