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jasmine
Nintex Newbie

Nintext DocGen Send an email based on field change?

Hi,

I have Nintext DocGen, is it possible to send the email automatically from salesforce based on an update to the status field? OR do I need the Nintex workflow app too?

Thanks

Jasmine

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Nintex Employee
Nintex Employee

Re: Nintext DocGen Send an email based on field change?

Hi @jasmine , 

 

If you have the lastest version of NIntex DocGen, you can use Process Builder within Salesforce to generate your documents, and have them sent via email. We have a community blog post here that should help to get you started:

https://community.nintex.com/t5/Community-Blogs/What-s-New-Drawloop-Action-for-Process-Builder/ba-p/... 

 

-Sam 

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martinatsa
Nintex Newbie

Re: Nintext DocGen Send an email based on field change?

You could use the "Automated DDPs" .

This is explained on the next link:
https://help.nintex.com/en-US/docgen/docservices/docgen-sfdc/Services/manageDDP/AutomatedDDPs.htm

You could create an workflow rule in salesforce that will be triggered by certain criteria (like a change in a field or something) that run your DDP and send it through email.
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