# Creatio

Connect Creatio so the agent finds contacts, creates leads or opportunities and logs calls

> Full REST + WebSocket API reference: https://api.happ.tools/reference

Creatio is a low-code CRM. Connected, the agent finds the contact by phone, creates a lead or an opportunity, searches the catalog and logs calls as activities.

## Before you start [#before-you-start]

* **OAuth application in Creatio** — **System Designer** > **OAuth 2.0 integrated applications** > **New**, allow the server-to-server (client credentials) flow, save and copy the Client Id and Client secret. Then give the created technical user the **System administrators** role in **System users** ([how to set it up](https://academy.creatio.com/docs/8.x/setup-and-administration/administration/user-and-access-management/authentication/set-up-the-oauth-2-0-authorization)).

## Connect [#connect]

1. **Integrations** > **Add Integration** > **Creatio**.
2. Fill in the site address, Client Id and Client secret, then click **Connect**.

| Field                | Value                                                   |
| -------------------- | ------------------------------------------------------- |
| Creatio site address | e.g. `mycompany.creatio.com`                            |
| Client Id            | 32 characters from the OAuth application                |
| Client secret        | 64 characters, shown once when the application is saved |

## After connecting [#after-connecting]

The card shows the technical user and your Creatio address.

**I agree that Happ receives and stores this CRM's data** — optional. Ticked, Happ syncs contacts, deals, leads and activities; unticked, nothing is stored and the integration works directly (assistant tools, call notes). Disconnecting withdraws consent and deletes the copied data.

The card's menu also has **CRM call triggers**, **Copy webhook URL**, **Rotate webhook** and **Webhook logs** — for calls started by CRM events.

What the agent may do is set per agent: **Agents** > the agent > **Integrations** > the integration's settings.

* **Customer search** — find the customer by phone mid-conversation
* **Create** a lead or an opportunity, with stage (required), lead status and owner (default — the technical user)
* **Log calls** — write each call into the CRM, optionally with the full transcript

**API:** [api.happ.tools/reference](https://api.happ.tools/reference)

## Next [#next]

* [CRM](/docs/integrations/crm) — all CRM integrations
* [Tools](/docs/agents/tools) — what the agent calls mid-conversation