Add Connection: Difference between revisions

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[[File:Creatio connect step 1.png|300px]]
[[File:Creatio connect step 1.png|300px]]


Click the "Connect" (1) button.
A. Your Creatio app url
 
B. Your closest geographic region. This is to ensure you get the fastest access.
 
C. Your Creatio username
 
D. Your Creatio password
 
E. The caption text to be displayed on the app
 
Click the "Connect" (F) button.


[[File:Creatio connect step 2.png|300px]]
[[File:Creatio connect step 2.png|300px]]


Click "Open Application" to start.
 
Click "Open Application" (1) to start.
 
2. Edit the connection
 
3. Delete the connection

Latest revision as of 12:49, 7 January 2025

Opening the application the first time in a new environment you will be prompted to set up the connection.

Click the "Get Started" button

Click the "+" button

A. Your Creatio app url

B. Your closest geographic region. This is to ensure you get the fastest access.

C. Your Creatio username

D. Your Creatio password

E. The caption text to be displayed on the app

Click the "Connect" (F) button.


Click "Open Application" (1) to start.

2. Edit the connection

3. Delete the connection