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Using Use ProcessMaker I/O as a built in widget in a custom CRMto build in custom approval workflows into any CRM, ERP, or DMS Software.  This use case walks through how to embed the ProcessMaker I/O widget into a CRM software to drive custom approvals.

Table of Contents

Video Walk through of this Tutorial


If you would like to see this Leave Absence Request Use Case in Slack how to add custom approval functionality to any CRM in action, click this video below.

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  1. Launch an instance of ProcessMaker I/O on the Instance page.
  2. Copy the instance URL link; it will be required later
  3. Click on the Examples - "Click to open" link 
  4. Switch to the CRM example tab on the top
  5. Click on the Import tab and upload the BPMN file from your PC.
  6. After going to [ProcesMaker I/O SDK](https://docs.api.processmaker.io/) you should create another user to use in our example later.

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