As I had mentioned in my last post, Nintex unveiled a slew of new Nintex Live actions (DocuSign, SalesForce.com, Dynamics
CRM) for Nintex Workflow last month. Whether you’re new to SalesForce.com (which I will refer to as SFDC going forward so that my fingers don’t go numb and / or bleed due to typing out SalesForce.com a gazillion times), like me, or it’s old hat to you, you may be interested in how you can now integrate your SharePoint content and other LOB data with SFDC easily with Nintex Workflow. The new SFDC Connector consists of 11 new actions and, coming later (Q3 ’14) this year, bidirectional mechanism for starting Nintex workflows from activities inside of SFDC!
In this post I’ll cover:
The SFDC actions
How you can get them
In my next post, I will point out some helpful resources in your journey toward SFDC & Nintex bliss as well as how the actions are actually configured and used in your workflows.
The SFDC Actions
Here is the complete list of the new actions in the SFDC Connector pack:
How can I get them?
You will need to add the SFDC Connector via the Nintex Live Store. You can trial the SFDC Connector (and all of the above actions) for 30 days via your Nintex Workflow for O365 designer right now. My counterpart, the amazing and handsome Vadim Tabakman, was kind enough to put together a quick video on how to add them. Check it out!
That’s all for now, but stay tuned! The step by step SFDC action walk-through will be posted shortly!
Between a fair amount of events (SKO’s, WPC and more!), I’ve been all over the place the past few weeks but I felt now would be a great time to stop and synthesize (Good Lord, how I love corporate double speak!) all of the great stuff I’ve been exposed to over the past month with everyone!
First, lots of great things happened at WPC.
- Nintex announced a partnership with DocuSign.
- Nintex announced new integrations with SalesForce.com and Microsoft Dynamics CRM
Now I know many folks out there may be thinking, “What’s all this DocuSign hullabaloo about anyhow?”
Well what this means for our loyal Nintex customers (NOTE: The action can be added to the Nintex designer at no cost but a valid DocuSign account will be required to configure and utilize the action. So go sign up for a trial today!) is that you can now easily integrate the ability to send your documents wholesale (or merge SharePoint metadata with a document template in the cloud) to anyone in the world, regardless of whether or not they are a DocuSign customer, to collect their digital signature. Along with this signature is other metadata such as geolocation tagging and more.
So, with regulatory and ‘auditability’ needs to address, I can’t think of an easier way to manage digital signatures as part of a business process automation solution (Some scenarios could include; HR on-boarding and performance reviews, sales and procurement contract negotiations, press releases, etc., etc.).
Below is a list of the actions that will be available over the next few weeks!
In my next post I’ll be covering the new SalesForce.com connector and all of the juicy new actions that are sure to make integrating your SharePoint practice with SFDC a breeze.
Lastly, make sure you tune in tomorrow (7/29/14) for our July edition of the Nintex Ask the Experts webinar! Sign up now!
When it comes to automating business processes or even just evaluating a business process to determine if it should be automated, my counterpart (the venerable Vadim Tabakman) and I are often asked; How do I perform X action? What if I want to pass Y data along to a specific person or system? Whenever I get a widget order, I want to make Z happen but only when / if A, G and M have occurred, how do I do that?
Well the answer to those burning questions and any others related to how you can leverage Nintex Workflow to solve these business challenges can be yours for the low, low price of 60 minutes of your day!
Just go ahead and click on the image or link below to submit a question and sign up for our Ask the Experts webinar where we will be answering your questions next week during the live webinar!