In today’s fast-paced business environment, efficiency is key—especially when it comes to document generation and automation. That’s where Nintex DocGen for Salesforce and Salesforce Flows come together to deliver a powerful, no-code solution for streamlining document creation, packaging, and delivery directly within your CRM.
Salesforce Flows + Nintex DocGen: A Seamless Automation Combo
In the video below, I walk through using multiple field references on multiple objects to determine what DocGen Packages are available to an end user in a Salesforce Screen Flow. All without writing a single line of code.
Extra Credit: End-to-End Automation with Nintex Workflow
While Salesforce Flows and DocGen handle in-CRM document needs beautifully, many real-world processes stretch beyond the walls of Salesforce. Think: approvals, redlining, or collecting feedback from external stakeholders.
This is where Nintex Workflow truly shines.
By leveraging the power of Nintex Workflow you can extend your document processes beyond Salesforce and automate entire workflows—end to end. For example:
- Trigger a workflow outside of Salesforce the moment a document is generated or signed
- Send a document for legal redlining in Word with tracked changes
- Route for multi-level approvals involving users who aren’t in Salesforce
- Integrate with systems like SharePoint, Teams, or Box for broader content management
Why It Matters
By combining Salesforce Flows, Nintex DocGen, and Nintex Workflow, you create a unified experience that removes manual handoffs, reduces risk, and speeds up your business processes—whether you're generating contracts, proposals, compliance documents, or beyond.