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DocFather_Ray
Member since ‎11-01-2017
Nintex Employee

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Latest Posts

Start a Nintex Workflow from Microsoft Dynamics

Starting a Nintex Component Workflow from Microsoft Dynamics is made simple by Flow actions. You start this process by first copying the API URL from within Nintex Workflow Cloud. Next you trans...

In Community Blogs
  • Views 105
  • Replies 1

Automate Email Messages using Salesforce Data

A huge part of sales enablement is creating tailored and effective emails for your sellers. If you use a powerful sales tool like Salesforce, it only makes sense to leverage the data inside of your CR...

In Community Blogs
  • Views 149
  • Replies 0

Approval by Starting Character in a String

In my role as a sales engineer, I come across many unique use cases that are new to me but may apply to other organizations. The subject of this blog involves a prospect that wanted to have approvals ...

In Community Blogs
  • Views 385
  • Replies 1

Using Pivot Charts in a Drawloop Package

Any Drawloop user in the Salesforce ecosystem knows that Nintex can deliver powerful document automation using data in Salesforce. This automation typically includes point-to-point value to document m...

In Community Blogs
  • Views 228
  • Replies 0

Automate Chrome or IE tasks with Nintex RPA

If you have a requirement to automate tasks with Chrome or Internet Explorer, Nintex RPA can help you out. Nintex RPA allows you to configure actions that will replicate clicks, keystrokes and copy me...

In Community Blogs
  • Views 475
  • Replies 1
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End User to select a specific date instead of using "Today"

Hello, Is it possible to create a package that allows end user to select a date so as to create a doc package for docs that meet a specific date criteria e.g. Invoice Date = 01/01/2020? Document is i...

In Nintex for Salesforce
  • Posted by Yes
  • | January 09, 2020 11:07
  • Views 548
  • Replies 2

Salesforce Relationship WHERE clause

Hello, Am new to Salesforce and Nintex. Need to create a SOQL query and am having trouble with the WHERE clause. The rest of the query works without the WHERE clause. My starting object is Object 1 ...

In Nintex for Salesforce
  • Posted by Yes
  • | January 08, 2020 09:47
  • Views 935
  • Replies 2

Pull Contact details from Multiple Recipients into DocuSign?

Is it possible to pull Contact details for multple users onto a template for DocuSign? For example, I have an Approver and a Signer but I only want to pull the Title of the Signer onto the template. T...

In Nintex for Salesforce
  • Posted by kxiong
  • | May 24, 2019 11:47
  • Views 1402
  • Replies 1

Account Owner Tag Not Pulling in Owner but rather user

I am using the field tagger for the account owner Name, Email, and phone on a custom quote object. When I generate the quote it just pulls in me as the user and not the account owner, thoughts?

In Nintex for Salesforce
  • Views 1463
  • Replies 4

Schedule DocuSign Envelopes?

Is it possible to schedule a DocuSign envelope for future delivery with DocGen standalone?

In Nintex for Salesforce
  • Posted by kxiong
  • | May 23, 2019 10:09
  • Views 1024
  • Replies 1
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