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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 API URL from within Nintex Workflow Cloud. Next you trans...
- Labels:
- Nintex Workflow Cloud
- Posted by DocFather_Ray
- | September 24, 2020 10:52
- Views 204
- 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...
- Labels:
- Nintex for Salesforce
- Use Cases
- Posted by DocFather_Ray
- | August 14, 2020 12:35
- Views 256
- Replies 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 typically includes point-to-point value to document m...
- Labels:
- Nintex for Salesforce
- Use Cases
- Posted by DocFather_Ray
- | June 15, 2020 11:16
- Views 310
- 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...
- Labels:
- Nintex RPA
- Posted by DocFather_Ray
- | April 13, 2020 21:32
- Views 606
- Replies 1
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 ...
- Labels:
- Nintex Workflow Cloud
- Posted by DocFather_Ray
- | March 03, 2020 12:16
- Views 488
- Replies 0
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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...
- Labels:
- DocGeneration
- Posted by Yes
- | January 09, 2020 11:07
- Views 695
- 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 ...
- Labels:
- DocGeneration
- Posted by Yes
- | January 08, 2020 09:47
- Views 1170
- 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...
- Labels:
- DocGeneration
- Posted by kxiong
- | May 24, 2019 11:47
- Views 1615
- 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?
- Labels:
- DocGeneration
- Posted by jeffreysbonik
- | May 24, 2019 05:32
- Views 1636
- Replies 4
Schedule DocuSign Envelopes?
Is it possible to schedule a DocuSign envelope for future delivery with DocGen standalone?
- Labels:
- DocGeneration
- Workflow
- Posted by kxiong
- | May 23, 2019 10:09
- Views 1161
- Replies 1