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Allows you to make a request to a previously configured agent in Settings > AI Tools > Agents. Once you select one of the available agents, all the elements configured in Settings > AI Tools > Agents will be loaded and can be customized. The agent can perform ...

Allows you to execute a tool process. Once the desired tool is selected, the required input parameters will be loaded, which can be configured using process variables as usual. This action is not limited to subprocesses and can be called multiple times within ...

Below are some example applications of how these new tools can be integrated into processes. Web scraping This is a process that, when a company is created, calls an agent to search for company information online and update it in the company records. The agent...

Questa funzionalità permette di generare dei pulsanti personalizzati che si differenziano dal pulsante base "Compila" e che hanno l'obiettivo di facilitare e velocizzare la gestione di procedure che prevedono un semplice input diretto da parte dell'utente, com...

This SDK function allows you to replicate the functionality of formula fields. Consequently, you can use all algebraic operators within the formulas: plus (+), minus (-), divided by (/), and multiplied by (*). EXAMPLE 1 To better understand how it works, an ex...

This SDK function allows you to enable or disable newsletter receipt for the email address associated with a Lead, Contact, or Company by controlling the "Receive Newsletter" checkbox field. The first parameter must be the `crmid` of the record for which you w...

Dalla versione 26.04 è stata introdotta una modalità aggiuntiva di creazione di maschere personalizzate presentabili agli utenti interni del crm al fine di richiede e salvare informazioni. PREMESSA: per fare in modo che un utente possa visualizzare e compilare...

This feature allows you to duplicate an action that has already been configured, either within the same Action Task or in another task within the same process. It is a highly useful and practical tool when you need to create an action similar to an existing on...