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Welcome to the December edition of Community Connect!As we wrap up the year, we're thrilled to bring you fresh updates, insights, and tips to help you get even more out of your Nintex experience. Got ideas for what you'd love to see next? Just hit reply — we'd love to hear from you! New Customer Content Now Available: Nintex Automation K2 (5.9) A smart way to uninstall your Nintex RPA server New How-to video: Apply conditional logic to Word tables in DocGen Nintex University Updates - Nintex Apps Certified Builder exam is here DocGen for Salesforce: Using Excel to Remove Numbers from a Value What's New in Nintex RPA? Multitask deletion in Console Plus Nintex Workflow: Introducing the New Organization Portal Reinventing Intelligent Document Automation with Nintex’s AI Actions Catch up on New at Nintex — now on-demand! Missed the live event on Dec 9? We've got you covered. Watch the latest New at Nintex showcase and get a fast, focused look at where the Nintex Platfor
Automation just got smarter! Upgrade to RPA version 25.11 and unlock powerful new features and enhancements that save you time, so you can focus on mission-critical work. New RPA features: 🚀System Manager 2.0🚀Admin Tool user search🚀Console Plus multitask deletion🚀Update recorded steps in StudioExplore everything you need in our help documentation and release notes – your complete guide to getting the most out of your RPA 25.11 system.
The RPA 2025 Release Has Arrived! Get ready to experience a smarter, faster, and more powerful automation journey. This release introduces a host of new and enhanced features designed to boost efficiency and simplify your experience. We’re excited to have you onboard and explore innovations such as: 🚀System Manager 2.0. Effortlessly manage RPA server components, third-party integrations, and services from a single view. Instantly check the status of each product with clear, color-coded indicators, and simplify installation, upgrades, and repairs through the enhanced System Manager. Uninstalling your RPA server has become easier with one click action. 🚀Admin Tool user search. Say goodbye to endless scrolling! Find specific users with the new user search capability. 🚀Console Plus multitask deletion. Save time with this new ability to delete multiple tasks in a single action. 🚀Update recorded steps in Studio. Remember when apending a step meant losing all your configurations and an
Welcome to the November edition of Community Connect!We're excited to share the latest updates, insights, and resources to help you maximize your Nintex experience. Have ideas or topics you'd like us to cover in the next issue? Just reply below — we’d love to hear from you! Welcome to the new Nintex University!The Customer Enablement team is thrilled to announce that the new Nintex University is LIVE! We’ve successfully migrated to our brand-new Learning Management System (LMS), designed to provide you with a smarter, smoother, and more engaging learning experience.🔗 Start exploring the new Nintex University today!This is just the beginning of a new chapter in your learning experience. New Customer Content New course alert: Upgrade Nintex RPA New Video Tutorial: Creating Automated Tests with Selenium IDE New Article: How to Use an Existing Theme as a Style Profile in Nintex Automation K2 New How-To Article: How to remove additional padding in the new dynamic theme for Nintex A
We're excited to share the newest innovations coming to the Nintex Platform that will transform how teams build, optimize, and scale automation — including a first look at our journey toward agentic AI, where intelligent agents assist, optimize, and execute processes autonomously.Join us for the New at Nintex: Q4 2025 Product Update, Dec 9, 2025 webinar to see how we’re bringing next-generation automation to life across the platform.What’s new this quarter?Unified automation experience — Forms, documents, workflows, and intelligence brought together to reduce friction and accelerate build time Agentic AI preview — Learn how AI will adapt, make decisions, and take action across workflows Platform upgrades across the suite — Including table forms, bulk content management, advanced redlining in Nintex for Salesforce, and enhanced reporting APIs Vertical solution innovations — Vendor management, inventory management, loan origination, and more And lots more.Why you don’t want to mi
Generate DocGen for Salesforce packages on the go with our Agentforce Connector Sales teams working in the field often need to move quickly. Now, their documents can match their speed. Our new Agentforce Connector for Nintex DocGen for Salesforce brings hands-free document generation directly into the Salesforce experience. Whether sending a follow-up email or generating a quote, sellers can simply talk to Agentforce with verbal commands. Within seconds, a branded document can be sent to a customer using Nintex DocGen for Salesforce, no clicks required. Download the Agentforce Connector from the App Exchange. Head on over and get the full setup guide here.
Hello Nintex Community, the wait is finally over! 🚀 The Customer Enablement team is thrilled to announce that the new Nintex University is LIVE! We’ve successfully migrated to our brand-new Learning Management System (LMS), designed to provide you with a smarter, smoother, and more engaging learning experience. So, what’s new? Along with a fresh look and feel, this upgrade gives you the power to:Build skills faster with an intuitive, modern interface Adopt Nintex products more efficiently with guided learning Track progress and achievements more easily Maximize the value of your learning journey 🔗 Start exploring the new Nintex University today!This is just the beginning of a new chapter in your learning experience. 📘 Frequently Asked Questions (FAQ) 1. Why did we change to a new Learning Management System (LMS)?The Customer Education landscape is constantly evolving, and we’re evolving with it. We’ve been exploring the best ways to deliver impactful learning experiences, so we’ve
Welcome to the October edition of Community Connect!We're excited to share the latest updates, insights, and resources to help you get the most out of your Nintex experience. Have ideas or topics you'd like us to cover in the next issue? Just reply below — we’d love to hear from you! Nintex introduces agentic business orchestration, unlocking a new era of AI-powered solution buildingAgentic Business Orchestration is here — a powerful new approach that brings together process intelligence, workflow automation, agentic AI, and low-code application development into one governed platform. With Nintex CE as your agentic business process orchestration platform, you can: Harmonize AI & people-powered innovation to experiment fast and scale with confidence. Orchestrate outcomes with purpose-built solutions instead of bolting on apps. Deliver governed intelligence & insights to safely unlock ROI from your AI investment. Register for our webinar on October 28th to see agentic business
Hello Nintex Community,This is your friendly reminder that a brand-new learning experience is almost here! Nintex University is moving to a new Learning Management System (LMS), designed to make your learning journey smoother, smarter, and more impactful. With this upgrade, you’ll be able to build skills faster, adopt Nintex products more easily, and get even more value from the Nintex Platform. 🗓 Key Dates & Restricted Access PeriodTo ensure a seamless transition, we’ll be conducting a full-scale data migration to securely preserve your learning history, records, and profile details. To make this possible, there will be a restricted access period from September 17 through October 2, 2025. During this time:Access will be restricted to ensure data integrity. No new users can be created. No new enrollments can be made in courses, learning paths, or certifications. 👉 Action Needed: If you haven’t activated your Nintex University profile or logged in within the last 24 months, please
Hello Nintex Community,We wanted to share a quick update with you.Some of you may have noticed a brief window of access to our new Nintex University last night. This was the result of a minor glitch during our domain update. While it gave a sneak peek of what’s coming, the full experience goes LIVE by the end of this week!Our teams are still fine-tuning the final details to ensure the experience is seamless for you and that all relevant content is available when we go live. Rest assured, once we officially post our launch announcement here, you’ll have full access to the platform and all the exciting updates it brings.We appreciate your patience and can’t wait to welcome you to the new Nintex University very soon! -Wasim Cassim
Next-level document automation is here! 🚀 We are bringing deeper document automation to the Nintex platform. It’s going to transform the way you build and deliver personalized documents. In this quick video, see how easy it is to create a reusable Microsoft Word template that works seamlessly across both Nintex Apps and Nintex Workflow. Upload your existing Word template, edit it in your browser, and then drop in dynamic tags where you’d like data to be merged into the document. Once your document package is ready, you can generate fully personalized documents with a single click, whether you’re using Nintex Apps or running the process through Nintex Workflow. 🎬 Watch now to see it all in action and imagine the possibilities.
Orchestrate strategic business outcomes with the power of agentic AIAt Nintex, our mission is to help you unlock the power of endless possibilities. For more than two decades, Nintex has been a leader in process and business automation. We are now building on that foundation and expertise as we evolve our agentic capabilities. We have been working to bring you a platform that enables you to place powerful automation in the hands of your teams — removing friction from work, inspiring a culture of efficiency, and propelling people, work, and business forward. Our platform vision is to provide you with the ability to unite human, system, and AI agent interactions across an organization, with a single platform that orchestrates strategic outcomes through purpose-built solutions. Today, we’re taking that mission further by announcing Agentic Business Orchestration — a powerful new approach that brings together process intelligence, workflow automation, agentic AI, and low-code application
Hello Nintex Community,We’re excited to share some big news: a brand-new learning experience is on its way! Nintex University is moving to a new Learning Management System (LMS) designed to make your learning journey smoother, smarter, and more impactful. Our goal? To help you accelerate product adoption, build skills faster, and get more value from the Nintex Platform. 🗓 Key Dates & Restricted Access PeriodThis transition is a significant step forward for Nintex University, but it also means we need to move a huge amount of data securely and accurately to our new platform. To ensure your learning history, records, and profile details are preserved without errors, we will be conducting a full-scale data migration. To make this happen, we’ll enter a restricted access period starting September 17 (5:00 PM PDT) and ending with the launch of our new LMS on October 2, 2025.During this time:Access will be restricted to ensure data integrity. No new users can be created. No new enrollmen
Are you ready for the 2025 release for your K2 Cloud environments? Starting to roll out in mid-September, this version has a TON of features, getting our K2 Cloud customers to feature parity with our on-premises released features. Exciting features like:Localization. Nintex K2 Cloud is now also available in Arabic, French, German, and Spanish languages delivering a fully localized automation experience. You can set the design time and runtime translation language allowing you to use the product in your preferred supported language. Multilingual Forms. Building one form in multiple languages is now possible OOB, for scenarios where you need to display a form in more than one language. Styling. Building on the Style Profile foundations, the updated default theme is inspired by Material design and improves the overall aesthetic and user experience across all devices. New forms will use the modern style by default, for a faster build experience to delightful forms. Integrations. With new
For the third year in a row, Nintex Connect is back, with a series of dates across Western Europe. At its core, this event is all about our community — featuring presentations by our customers, for our customers — showcasing a wide range of products and use cases. Our partners will also be joining us, playing a key role in the value chain that helps everyone get the most out of our platforms.Whether you're more focused on cloud or on-premises, process automation or mapping, curious about cutting-edge AI technologies or keen to hear real-world stories about digital transformation, there’s something for you — close to home, presented by people who understand your challenges. That’s the strength of Nintex Connect.Seats are limited, so feel free to reach out to your Account Manager or system integrator as soon as possible to get more information and request an invitation. And if you have a great story to share that could benefit the community, we’d love to welcome you as a speaker — this y
Welcome to the September edition of Community Connect!We hope everyone in the US enjoyed a well-deserved break!We're excited to share the latest updates, insights, and resources to help you get the most out of your Nintex experience. Have ideas or topics you'd like us to cover in the next issue? Just reply below — we’d love to hear from you! New Customer Enablement ContentThe Customer Enablement team is thrilled to announce the release of new enablement content:Nintex University Announcement: Retirement of K2 Cloud Learning Paths News highlightsNintex unveils new AI document processing and generation Nintex Apps + Nintex DocGen: Generate Documents Anywhere, with Any Data A new era of learning is coming to Nintex University!We’re excited to share some big news: a brand-new learning experience is on its way! Nintex University is moving to a new Learning Management System (LMS) designed to make your learning journey smoother, smarter, and more impactful. Our goal? To help you accelerat
Nintex unveils new AI document processing, document generation, and forms data to power workflowsNintex is thrilled to announce new document automation and forms capabilities that help organizations streamline document and form-centric workflows.Newly available capabilities include:Instantly understand and extract documents with AI: Power your workflows with native AI actions that translate, extract, summarize, and gauge sentiment for inbound documents and images Generate personalized documents from Nintex workflows faster than ever: Easily create and deliver personalized documents, pulling data from any source — now with document packages available in Nintex Workflow.Store, manage, and use forms data natively: Build forms from tables, store and manage forms data natively, and trigger workflows with the new table forms capability.And much more! Attend the upcoming New at Nintex webinar to see these exciting new features in action. You’ll also get an exclusive look at the near-term Nint
We are writing to remind you about the upcoming end of support of Nintex Workflow for O365 on December 31st, 2025. As previously announced on December 6th, 2023, this product is reaching its end of life. As part of this transition, we have now entered the limited support phase of our support policy (Section III.C.End of Life).Going forward, support for Nintex Workflow for O365 will be limited to:Troubleshooting issues Identifying workarounds Resolving critical security issuesTo keep your workflows running and continue benefiting from advanced automation capabilities, we’ve introduced the Nintex Modernization Program and Workflow Upgrade tooling. This program provides:Partner & Professional Service Offerings to help you transition to Nintex Workflow Tools & on-demand courses if you want to tackle the transition to Nintex Workflow yourselfYour Nintex account manager is always available to answer any questions you may have about the upgrade process. Important Update (June 1st, 202
Welcome to the August edition of Community Connect!We're excited to share the latest updates, insights, and resources to help you get the most out of your Nintex experience. Have ideas or topics you'd like us to cover in the next issue? Just reply below — we’d love to hear from you! New Customer Enablement ContentThe Customer Enablement team is thrilled to announce the release of new enablement content:How-To Upcoming authentication change for DocGen for Salesforce, what you need to know before 2026 Navigate multi-step updates for Nintex DocGen for Salesforce Content UpdatesNew in Nintex Workflow Runtime actions: AI will help you speak any language New AI Runtime Actions, Extract information from document or image Introducing AI Actions in Nintex Workflow: Smarter automation starts now Uploading Files to Azure Blob Storage from Nintex Workflows Nintex for SharePoint 'Feature has been temporarily disabled' error message after installing SharePoint On Premises July 2025 CU
AI-Powered Capability Accelerates Forms Creation and Forms-Based Workflows We're thrilled to share that Nintex PDF Converter is now included in the Nintex Automation Cloud license, giving all existing customers automatic forms creation capability. This AI-powered feature provides a simple and efficient way to create forms for data collection and minimize errors. What is Nintex PDF Convertor? With Nintex PDF Converter, form designers can convert PDF documents into interactive digital forms that can be easily modified and customized to capture data. What are the benefits of using Nintex PDF Convertor? Imagine a medical institution that relies on paper-based forms to gather patient information, including medical history and insurance details. These forms also typically include fields for obtaining consent and medical prescriptions. Patients are usually requested to manually fill out these forms and return them via email as PDFs. However, this manual process is prone to errors and is often
Welcome to the July edition of Community Connect!We're excited to share the latest updates, insights, and resources to help you get the most out of your Nintex experience. Have ideas or topics you'd like us to cover in the next issue? Just reply below — we’d love to hear from you! New Customer Enablement ContentThe Customer Enablement team is thrilled to announce the release of new enablement content:What’s new:Content Corner Nintex unveils new AI-powered features and solutions for greater business efficiency Nintex Apps for Salesforce 17.8.9 is live What's new in K2 5.8.1 Stay Ahead: Move DocGen for Salesforce to OAuth Authentication now Boost your Page Designer productivity with Nintex Apps for Salesforce 17.8.13 Coming Soon: New filter experience in Process Manager New K2 Video Tutorials Create a progress control Use a dynamic chart control Use the SPFx migration tool How-To Deployment Options for DocGen for Salesforce Nintex DocGen: Add an Image to a Snippet New
Upcoming Authentication Change for Nintex DocGen for Salesforce – Take Action Before 2026 Some customers are still using an older authentication method that future package versions of Nintex DocGen for Salesforce (starting very early 2026) will no longer support.We’re encouraging customers to switch to our supported authentication method, Connected Apps and OAuth, now so they won’t experience service interruptions or last-minute issues during a future app upgrade. What’s Changing?Starting with Nintex DocGen for Salesforce package versions released after January 2026, the app will no longer support running DocGen Packages without Connected Apps and OAuth enabled.What this means:If you stay on your current package version (released before January 2026): DocGen for Salesforce will continue working as it does today, even if you haven’t enabled OAuth yet. If you upgrade to a new package version (released after January 2026) and have NOT enabled OAuth: DocGen automated runs will fail with a
Update (July 2025):After working closely with Microsoft, we have been able to test the upcoming changes related to the SharePoint SendEmail API retirement. Based on our testing, we do not expect this deprecation to impact existing Nintex workflows.We will continue to monitor the situation and provide updates if anything changes. For now, no immediate action is required for workflows using the affected actions. Microsoft has announced the retirement of the SharePoint SendEmail API on October 31, 2025 which is used for internal SharePoint emails. This significant change will directly impact Nintex Workflow for Office 365 customers who utilize the following actions:Send an Email (when Internal Email is selected) Assign a Task (when Lazy Approval is not selected) Start a Task Process (when Lazy Approval is not selected)To mitigate the potential disruption caused by this retirement, we strongly recommend migrating your affected workflows to Nintex Automation Cloud before October 31, 2025.If
The Process Manager team has listened closely to your feedback about the current filter experience. Many of you shared that the existing pattern involves too many steps, so we’ve made some changes to simplify things. Currently, filtering in Process Manager takes multiple steps:Click to open the filter panel Select your filter Click again to apply What’s new:We’re rolling out a new filter pattern that uses a dropdown menu. With this change, selecting a filter option will immediately update your dashboard, so no need to click “apply.” It’s faster, cleaner, and gets you to the data you need with fewer clicks. 🔒 Bonus: This update also lays the groundwork for more flexible filtering in the future, like advanced filter types and more flexible selections. Have you spotted a gap or have an excellent idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Help, Nintex Community, and th
Nintex is excited to announce a new Nintex connector for the Microsoft Power Platform. Microsoft users can now initiate Nintex AI-powered workflow and document automations within the Microsoft applications they use every day. Streamline design: Whether building in Microsoft Power Automate or training AI agents in Copilot Studio, easily call Nintex AI-powered forms, complex long-running workflows, and document generation.Deliver efficiency: Complete a digital form, automate a workflow, generate a personalized document and route for esignature, all within Microsoft Copilot Studio, Power Automate, and Logic Apps.Get started quickly: Automate the generation and signature of personalized onboarding documents with an example employee onboarding agent for HR teams What’s Now PossibleConnect to your Nintex workflows directly from within Power Automate and Copilot StudioOrganizations that are building with both Nintex and the Microsoft Power Platform, will now find the new ‘Start Workflow’ capa
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