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