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Member since ‎11-01-2017
Nintex Newbie


Latest Posts

What's New: Drawloop Action for Process Builder

A button-click is the most common way Drawloop is used to generate document outputs. This method requires a Salesforce user to login to Salesforce, navigate to a record where a majority of the data is...

In Community Blogs
  • Views 1183
  • Replies 0

A Hidden Gem: Drawloop Components

Did you know that Drawloop DocGen can store all of your legal and non-legal content in it’s app and push the content into your templates at runtime with hide-display rules applied? This could generate...

In Community Blogs
  • Views 561
  • Replies 0

Using Nintex Forms to create Salesforce data

For users of the Salesforce echo system, there are often scenarios where data is required to complete a process within a Salesforce app. Whether it’s Sales Cloud, Service Cloud, CPQ or a third-party a...

In Community Blogs
  • Views 621
  • Replies 1

Participating In

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 630
  • 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 735
  • 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 448
  • Replies 1

multiple if statements

Facility( picklist Field) with Chicago,Las vegas,HoustonSo If facility = 'Chicago' display the AddressIf facility = 'Las Vegas' display the addressIf facility = 'Houston' display the addressHelp Pleas...

In Nintex for Salesforce
  • Posted by Yvonne
  • | May 16, 2019 13:41
  • Views 886
  • Replies 2

Nintex Workflow Cloud for Salesforce

Hello I am creating a workflow for the first time and I am trying to Query the Salesforce so I can reterive the receipient email addresses from the Salesforce. But I am not sure where to store the que...

In Nintex for Salesforce
  • Posted by Dhana
  • | May 16, 2019 12:07
  • Views 709
  • Replies 1
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