creatio

What this skill does

# Creatio

Creatio is a low-code platform for CRM and process management. It's used by sales, marketing, and service teams to automate workflows and improve customer experiences.

Official docs: https://academy.creatio.com/docs/

## Creatio Overview

- **Contact**
- **Account**
- **Opportunity**
- **Case**
- **Lead**
- **Document**
- **Invoice**
- **Order**
- **Contract**
- **Activity**
- **Email**
- **Call**
- **Meeting**
- **Task**
- **Product**
- **Knowledge Base Article**
- **Campaign**
- **Event**
- **Bulk Email**
- **Landing Page**
- **Social Post**
- **Survey**
- **Chat**
- **Dashboard**
- **Section**
- **Process**
- **Business Rule**
- **System Setting**
- **User**
- **Role**
- **Queue**
- **Tag**
- **File**
- **Comment**
- **Change Log**
- **Approval**
- **Translation**
- **Integration Log**
- **Mobile App**
- **Portal**
- **Web Form**
- **REST API**
- **SOAP API**
- **Data Import**
- **Data Export**
- **Duplicate Search Rule**
- **Email Template**
- **Print Form**
- **Report**
- **Access Right**
- **Audit**
- **License**
- **Marketplace App**
- **Update**
- **Backup**
- **Restore**
- **Monitoring**
- **Security**
- **Performance**
- **Configuration**
- **Lookup**
- **Relationship**
- **Filter**
- **View**
- **Business Process**
- **Workflow**
- **Script**
- **Data Validation**
- **UI Element**
- **Page**
- **Field**
- **Button**
- **List**
- **Form**
- **Chart**
- **Calendar**
- **Timeline**
- **Feed**
- **Notification**
- **Search**
- **Global Search**
- **Advanced Search**
- **Filter**
- **Sort**
- **Group**
- **Aggregate**
- **Import**
- **Export**
- **Print**
- **Send Email**
- **Create Record**
- **Read Record**
- **Update Record**
- **Delete Record**
- **Search Records**
- **Get Records**
- **Run Business Process**
- **Add Attachment**
- **Remove Attachment**
- **Add Comment**
- **Remove Comment**
- **Approve**
- **Reject**
- **Delegate**
- **Escalate**
- **Resolve**
- **Close**
- **Reopen**
- **Pause**
- **Resume**
- **Start**
- **Stop**
- **Complete**
- **Cancel**
- **Send**
- **Receive**
- **Reply**
- **Forward**
- **Link**
- **Unlink**
- **Subscribe**
- **Unsubscribe**
- **Share**
- **Assign**
- **Verify**
- **Validate**
- **Calculate**
- **Predict**
- **Analyze**
- **Monitor**
- **Sync**
- **Test**
- **Deploy**
- **Configure**
- **Customize**
- **Extend**
- **Integrate**
- **Automate**
- **Manage**
- **Administer**
- **Design**
- **Develop**
- **Debug**
- **Document**
- **Train**
- **Support**

Use action names and parameters as needed.

## Working with Creatio

This skill uses the Membrane CLI to interact with Creatio. Membrane handles authentication and credentials refresh automatically — so you can focus on the integration logic rather than auth plumbing.

### Install the CLI

Install the Membrane CLI so you can run `membrane` from the terminal:

```bash
npm install -g @membranehq/cli@latest
```

### Authentication

```bash
membrane login --tenant --clientName=<agentType>
```

This will either open a browser for authentication or print an authorization URL to the console, depending on whether interactive mode is available.

**Headless environments:** The command will print an authorization URL. Ask the user to open it in a browser. When they see a code after completing login, finish with:

```bash
membrane login complete <code>
```

Add `--json` to any command for machine-readable JSON output.

**Agent Types** : claude, openclaw, codex, warp, windsurf, etc. Those will be used to adjust tooling to be used best with your harness

### Connecting to Creatio

Use `membrane connection ensure` to find or create a connection by app URL or domain:

```bash
membrane connection ensure "" --json
```
The user completes authentication in the browser. The output contains the new connection id.

This is the fastest way to get a connection. The URL is normalized to a domain and matched against known apps. If no app is found, one is created and a connector is built automatically.

If the returned connection has `state: "READY"`, skip to **Step 2**.

#### 1b. Wait for the connection to be ready

If the connection is in `BUILDING` state, poll until it's ready:

```bash
npx @membranehq/cli connection get <id> --wait --json
```

The `--wait` flag long-polls (up to `--timeout` seconds, default 30) until the state changes. Keep polling until `state` is no longer `BUILDING`.

The resulting state tells you what to do next:

- **`READY`** — connection is fully set up. Skip to **Step 2**.
- **`CLIENT_ACTION_REQUIRED`** — the user or agent needs to do something. The `clientAction` object describes the required action:
  - `clientAction.type` — the kind of action needed:
    - `"connect"` — user needs to authenticate (OAuth, API key, etc.). This covers initial authentication and re-authentication for disconnected connections.
    - `"provide-input"` — more information is needed (e.g. which app to connect to).
  - `clientAction.description` — human-readable explanation of what's needed.
  - `clientAction.uiUrl` (optional) — URL to a pre-built UI where the user can complete the action. Show this to the user when present.
  - `clientAction.agentInstructions` (optional) — instructions for the AI agent on how to proceed programmatically.

  After the user completes the action (e.g. authenticates in the browser), poll again with `membrane connection get <id> --json` to check if the state moved to `READY`.

- **`CONFIGURATION_ERROR`** or **`SETUP_FAILED`** — something went wrong. Check the `error` field for details.

### Searching for actions

Search using a natural language description of what you want to do:

```bash
membrane action list --connectionId=CONNECTION_ID --intent "QUERY" --limit 10 --json
```

You should always search for actions in the context of a specific connection.

Each result includes `id`, `name`, `description`, `inputSchema` (what parameters the action accepts), and `outputSchema` (what it returns).

## Popular actions

| Name | Key | Description |
|---|---|---|
| List Accounts | list-accounts | Retrieve a paginated list of accounts from Creatio |
| List Contacts | list-contacts | Retrieve a paginated list of contacts from Creatio |
| List Leads | list-leads | Retrieve a paginated list of leads from Creatio |
| List Opportunities | list-opportunities | Retrieve a paginated list of opportunities from Creatio |
| List Activities | list-activities | Retrieve a paginated list of activities (tasks, calls, emails) from Creatio |
| List Cases | list-cases | List customer service cases with optional filtering and pagination. |
| List Products | list-products | List products in the product catalog. |
| List Orders | list-orders | List sales orders with optional filtering and pagination. |
| Get Account | get-account | Retrieve a single account by ID from Creatio |
| Get Contact | get-contact | Retrieve a single contact by ID from Creatio |
| Get Lead | get-lead | Retrieve a single lead by ID from Creatio |
| Get Opportunity | get-opportunity | Retrieve a single opportunity by ID from Creatio |
| Get Activity | get-activity | Retrieve a single activity by ID from Creatio |
| Get Case | get-case | Get a single customer service case by ID. |
| Get Product | get-product | Get a single product by ID. |
| Get Order | get-order | Get a single order by ID. |
| Create Account | create-account | Create a new account in Creatio |
| Create Contact | create-contact | Create a new contact in Creatio |
| Create Lead | create-lead | Create a new lead in Creatio |
| Update Account | update-account | Update an existing account in Creatio |

### Running actions

```bash
membrane action run <actionId> --connectionId=CONNECTION_ID --json
```

To pass JSON parameters:

```bash
membrane action run <actionId> --connectionId=CONNECTION_ID --input '{"key": "value"}' --json
```

The result is in the `output` field of the response.


### Proxy requests

When the available actions don't cover your use case, you can send requests directly to the Creatio API through Membrane's