Creatio
No Code for Finserv
No-Code is the key to building apps and workflows that exceed customer demands, align sales strategies and differentiate marketing. Technology Advisors can help you capitalize on No-Code automation using today’s market leading No-Code platform, Creatio.
Learn more about
Creatio
This award winning CRM system and no code application automation helps businesses manage processes across the entire customer journey on a single low code platform. We help businesses understand their CRM requirements and processes to effectively onboard Creatio, which includes a process for guaranteed user adoption.
Learn more about
Creatio Migration
TAI is a strategic migrator who can prepare your records, import your custom fields, and move the appropriate data into your Creatio instance.
Learn more about
Creatio Integration
Simply put, Technology Advisors, Inc. (TAI) is an expert integrator. We’ve been helping customers connect solutions like Creatio for more than a decade. Whatever your integration requirements, TAI has the tools and skillsets to deliver results.
Learn more about
Creatio Enterprise Implementation
Technology Advisors delivers complete Creatio implementations so bustling enterprises like yours won’t miss a step.
Learn more about
Creatio Advanced Implementation
Technology Advisors’ Advanced implementation process enables your custom fields, kickstarts your integrations, and sets up all your core functions to ensure your success with Creatio and maximize your ROI sooner.
Learn more about
Creatio Basic Implementation
Creatio onboarding doesn’t have to be a painful process. Basic onboarding is a great fit for businesses that need simple implementations with professional results.
Learn more about
Creatio Implementation
No two businesses are alike. Each has its own processes, budgets, and long-term goals. Our Creatio implementation packages provide options to fit your business.
Learn more about
Creatio Support
Your Creatio instance must be as dynamic and reliable as your skilled team. Creatio support with Technology Advisors is flexible to fit every size team, every budget, and every business.
Learn more about
Creatio Training
Ready to get started with Creatio? Technology Advisors offers comprehensive training opportunities for your entire staff.
Learn more about
The Lowdown on Creatio’s Atlas 8.0 Application Hub & Freedom Designer
The latest Creatio release – Atlas 8.0 – revealed some exciting new features! The Application Hub and Freedom Page Designer have brought no code design to a whole new level. The latest Creatio release is putting new tools for customizing apps, pages, and sections directly in the hands of users so…
Continue reading
Technology Advisors Inc. Named 3X Customer Service Excellence Award Winner by Creatio
Technology Advisors Inc. Named 3X Customer Service Excellence Award Winner by Creatio
How to Build an Activity Validation Rule in Creatio Using an ESQ Query Involving a Parent Object
When building complex validations in Creatio, it can sometimes be better to optimize the validation rules using code. As an example, we recently needed a validation that would check for certain data conditions in a related object when an Activity was saved. Specifically, we needed the Activity…
Continue reading
How To Centralize and Lower your Overall Codebase via Creatio Server Side Processing
A CRM system is an independent application and works like a central hub to combine data from different sources into one system. For this to happen effectively, there must be external data feeds and integrations that bring in data to your CRM, in addition to all the user input data.
Continue reading
Creatio Atlas 8.0: Section Wizard vs. Application Hub
With the addition of the Application Hub in Creatio's Atlas 8.0 release, many users have questions on the differences between this new tool and the section wizard. This clip from a recent user group provides a quick rundown.
Continue reading
Creatio Atlas 8.0 Release Overview & Demo
Perhaps the most important feature included in Creatio's Atlas 8.0 release was the introduction of the Application Hub. The Freedom Page Designer saw some updates as well. In this clip, our Business Analyst runs through the updates and demos the Application Hub.
Continue reading
[FULL RECORDING] What Creatio Atlas 8.0 Reveals about the Future of Creatio
Earlier in 2022, Creatio put out one of its biggest releases ever - Atlas 8. In this user group, our team explores the nature of those changes and what they mean in the long-term for the solution.
Continue reading
Tip: A Better Way to Export Creatio Data via the SQL Executor
If you are using the SQL Executor marketplace add-on for Creatio, you will likely have a need not to just run queries, but also to export data to your spreadsheets or other systems for analysis.
Continue reading
[CLIP] No Code Process Automation In Action
In this demo clip from our recent banking webinar, our expert highlights some common use cases for applying no code process automation at Finserv organizations.
Continue reading
How to Loop Through Records in Creatio and Combine Values Without Writing a Single Line of Code
We had an interesting Creatio use case recently. We needed to maintain a single value that was a combined list of all email addresses associated with each contact. Because email addresses are stored in separate records for each contact, it is not straightforward to extract this information as a…
Continue reading
How to Include Data from a Child Detail in a Creatio Email Template
When certain actions happen in your Creatio site, you may need to trigger an email alert letting someone know about that action. Sending the email message is a pretty simple configuration as part of a Dynamic Case or Process.
Continue reading
Looping Through Data in a Creatio Process
When building a process in Creatio, the ‘Read Data’ element allows you to read a Collection of records that meet defined criteria. Once you have a Collection, what can you do with it? Often, you may want to loop through each record in that Collection, taking some action(s) with each one.
Continue reading
Service Creatio Customer Portal - Clip
In this quick clip, our Creatio expert shows you how a customer portal in Service Creatio would look from a user's perspective, and from the agent's perspective. Check it out!
Continue reading
Service Automation in Creatio [Online User Group]
Which service functions are available in Service Creatio to help you automate your processes and route customer cases? This user group explains.
Continue reading
Creatio Presents Its Major Platform Update, 8.0 Atlas, to Build Applications and Workflows with No-Code and a Maximum Degree of Freedom
The Atlas 8.0 release is being introduced today during Creatio’s special event, Freedom Release.
Continue reading