DigiTeam Labs
MODULE · CREATIO · OPERATIONS

System connector for Creatio

Creatio shows the balances, policies, orders and people your core system holds — and writes back what changes.

Used in these recipes

Solution

We map your core system's records to Creatio, sync them in both directions and log every change, so both systems agree. Works with ERP (SAP, Oracle NetSuite, Microsoft Dynamics 365, Sage), HR (Workday, SAP SuccessFactors, BambooHR, HiBob, Access PeopleHR, Personio), core banking (FIS, Fiserv, Jack Henry, Temenos, Thought Machine, Mambu), policy and broker systems (Guidewire, Duck Creek, Sapiens, SSP, Acturis) and SharePoint — through Creatio's integration tools, APIs and Marketplace connectors.

The model

Not used for the sync itself; helps map fields and flags records that don't match.

Code

Holds the mapping, the sync schedule or events, conflict rules and the audit log.

A practitioner

Your system owner approves the mapping and resolves conflicts the rules can't.

On Creatio, we build it with: Creatio integration tools and APIs; marketplace connectors where they exist (e.g. Zabbix, Jira, Symitar, Fiserv) — see Creatio's built-in AI agents

See all Creatio integrations →

Reference architecture

Creatio and your other systems agree on the same record

System connector · Creatio · reference architecture

SystemsCreatio + yours
Modeljudges
Codedecides
Practitionerapproves
approvedsyncedfailedfixed · retried
Your systems ERP · HR · core · files MarketplaceDigiTeam
Propose the mapping fields · formats · gaps DigiTeam
Owner approves mapping · what is master Creatio
Sync rules direction · schedule · conflicts CreatioDigiTeam
One record in Creatio fresh · traced to its source Creatio
Error queue failed records · retry · alert DigiTeam
  1. Systems · Creatio + yours Your systems ERP · HR · core · files MarketplaceDigiTeam
    • → Propose the mapping
  2. Model · judges Propose the mapping fields · formats · gaps DigiTeam
    • → Owner approves
  3. Practitioner · approves Owner approves mapping · what is master Creatio
    • → Sync rules approved
  4. Code · decides Sync rules direction · schedule · conflicts CreatioDigiTeam
    • → One record in Creatio synced
    • → Error queue failed
  5. Systems · Creatio + yours One record in Creatio fresh · traced to its source Creatio
  6. Code · decides Error queue failed records · retry · alert DigiTeam
    • → One record in Creatio fixed · retried
  • Creatio
  • Creatio agent
  • Marketplace
  • DigiTeam

Key deliverables

  • Field mapping between your system and Creatio records, agreed and documented.
  • Two-way sync by schedule or by event.
  • Conflict rules: which system wins, field by field.
  • Audit log of every change, with source and time.
  • Health check: failed syncs raised as tasks, not lost.
PILOT

Start with one object.

One system and one object (clients, orders, policies or accounts), live in your Creatio, with a fixed scope. Access, mapping and who owns conflicts are settled before we build.

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