File Core for Creatio

File management for Creatio powered by Google Workspace. Work with Google Drive files and folders, create and edit Docs, Sheets and Slides without leaving Creatio.

Get it on Creatio Marketplace · Book a demo

What is Syntech File Core?

Teams that live in Google Workspace end up with documents scattered between Drive and CRM attachments. File Core connects them: files and folders are managed from Creatio records, and documents are created and edited in context, so content stays organized around customers, deals and projects.

Key features

Google Workspace integration

Work with Drive, Docs, Sheets and Slides directly in the Creatio interface.

Create and edit in Creatio

Start new documents and update them in context, without external tabs.

Unified file and folder management

Organize and upload files and folders from Creatio, aligned with Google Workspace resources.

Use cases

How to set it up

1. Make sure you have an active Google Workspace account.
2. Install the app from Creatio Marketplace.
3. Authorize Google access and configure folder structure.
4. Add the file component to record pages.

Frequently asked questions

Do I need Google Workspace? Yes. An active Google account is required for the solution to work correctly.

Can I edit documents without leaving Creatio? Yes. Files can be created and edited in context.

Which Creatio versions does Syntech File Core support? Creatio 8.1.4 and up. The latest version 3.0 requires Creatio 8.1.5 or newer.

Is it available for cloud and on-site Creatio? Yes. It supports both cloud and on-site deployments.

How much does Syntech File Core cost? $200 per month, billed annually ($2,400 per year).

Is there a free trial? Yes, a trial is available through Creatio Marketplace.

Who provides support? SYNTECH, the developer of the app and an official Creatio partner. Contact support@syntech.digital.

Related

• Solution: Documents & files for Creatio

Want to see it on your data? Book a 30-minute demo or open it on Creatio Marketplace.