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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 A...
- By DocFather_Ray
- September 24, 2020 10:52
- 369
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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 ...
- By DocFather_Ray
- August 14, 2020 12:35
- 511
- 1
- 0
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 ty...
- By DocFather_Ray
- June 15, 2020 11:16
- 486
- 1
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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...
- By DocFather_Ray
- April 13, 2020 21:32
- 1017
- 0
- 3
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 b...
- By DocFather_Ray
- March 03, 2020 12:16
- 651
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Participating In
End User to select a specific date instead of usin...
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 dat...
- By Yes
- January 09, 2020 11:07
- 940
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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 w...
- By Yes
- January 08, 2020 09:47
- 1567
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Pull Contact details from Multiple Recipients into...
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...
- By kxiong
- May 24, 2019 11:47
- 1972
- 0
- 1
Account Owner Tag Not Pulling in Owner but rather ...
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 ...
- By jeffreysbonik
- May 24, 2019 05:32
- 1948
- 0
- 4
Schedule DocuSign Envelopes?
Is it possible to schedule a DocuSign envelope for future delivery with DocGen standalone?
- By kxiong
- May 23, 2019 10:09
- 1409
- 0
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