This is another type of workflow in Nintex Workflow Cloud that you could utilize, in order to build out an approval process, that goes up the chain of management. The location of the “Manager” would be from the system you’re working with. In this case, it’s Salesforce. But there’s no reason this couldn’t be Microsoft […]
This is another way of thinking about a workflow, in Nintex Workflow Cloud, that may help automate your business. The idea behind this workflow is that it is a weekly scheduled workflow. Each week it will look for accounts created in the last week in Salesforce. Although the workflow here talks to Salesforce, there’s no […]
Nintex Workflow Cloud opens up so many possibilities, that it is sometimes hard to see what you actually need and as a result, start designing the workflows to improve the business. In the video above, I show how to build a workflow using Nintex Workflow Cloud that starts when an account is created in Salesforce. […]
Recently, Nintex released two action packs for Nintex Workflow for Office 365. Specifically, actions for Dynamics CRM and SalesForce. Below is a video showing you how to add those action packs to Nintex Workflow and talks about what some of the actions do. The action packs are available for a 30 day trial right now, […]