Extract from Nintex Drawloop DocGen® for Salesforce Bot

Curious how Nintex Drawloop DocGen® for Salesforce works. Docgen salesforce. Join us to learn how to automatically generate documents in Salesforce and close sales deals faster. Salesforce docgen.

Try automation, it’s free!

Curious how Nintex Drawloop DocGen® for Salesforce works. Docgen salesforce. Join us to learn how to automatically generate documents in Salesforce and close sales deals faster. Salesforce docgen.

Try automation, it’s free!
Please note: Extract from Nintex Drawloop DocGen® for Salesforce Bot is not available yet.

This integration is still in development and will be added as soon as possible. Contact us for more status updates.

Meanwhile, you can automate your Flows using 100+ no-code Bots currently available in airSlate.

airSlate is a holistic platform that connects people and their company processes via RPA and DPA tools

airSlate is a holistic platform that connects people and their company processes via RPA and DPA tools. Its highly effective automation Bots, like the Extract from Nintex Drawloop DocGen® for Salesforce Bot, involves teams and makes them more collaborative, and more on top of their job. Try it yourself.
What the Extract from Nintex Drawloop DocGen® for Salesforce Bot does
Use the automation Bot to deliver robust functionality that's easy to configure, use, and extend across all channels for document process automation. It automates repetitive tasks that were previously handled by employees, and as a result, reduces human-prone errors. Enhance your workflows with the latest in DPA technology.
When to use the Extract from Nintex Drawloop DocGen® for Salesforce Bot
Use the Bot to automate workflows, even the most complex ones. With airSlate, a powerful workflow automation platform, eliminate tedious tasks, freeing employees to focus on higher-value work. Business process automation tools are a great way to show your team that your company is moving in the right direction.

Get your automated workflows up and running in minutes with the Extract from Nintex Drawloop DocGen® for Salesforce Bot. No coding required.

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Step 1
Install and configure the Bot
Select the Extract from Nintex Drawloop DocGen® for Salesforce Bot from the library of automation and integration Bots. Try searching by name or browsing the Bot categories. Add the Extract from Nintex Drawloop DocGen® for Salesforce Bot to your workflow and start configuring it without coding or APIs.
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Step 2
Add simple “if-this-then-that” logic
Add conditions that define how and when the Extract from Nintex Drawloop DocGen® for Salesforce Bot will run. Conditions can be based on data, dates, names, and user roles. Once the Bot is enabled, run the Flow and observe the Extract from Nintex Drawloop DocGen® for Salesforce Bot in action.
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Install Extract from Nintex Drawloop DocGen® for Salesforce Bot to automate your workflow

How to use the Extract from Nintex Drawloop DocGen® for Salesforce Bot

airSlate is the only alternative no-code, multi-cloud, incorporated and configurable workflow option for supporting you conquer your industry with smart automation Bots. Use the Extract from Nintex Drawloop DocGen® for Salesforce Bot to increase, control and track your vital operations in a single protected Workspace.Docgen salesforce.

Configure your automated workflow in only some clicks:

  • 1.Enter your account and pick a Workplace within the list.
  • 2.Create a Flow either from the beginning or choose one from the list of Flows.
  • 3. Press the Bots icon to find the Extract from Nintex Drawloop DocGen® for Salesforce Bot. Docgen salesforce.
  • 4. Click Add Bot, сhoose it from the collection, and change options. Salesforce docgen.
  • 5. Set up issues to activate the microprogram. Salesforce docgen.
  • 6. Finish by tapping Apply setup.

The Nintex Drawloop DocGen® for Salesforce Bot was designed to help you get duties accomplished quicker and more effectively .Docgen salesforce. Take away human-prone issues and improve your working processes now!

How to put together and apply Extract from Nintex Drawloop DocGen® for Salesforce Bot in your work-flow

No-rule automation symbolizes a new method running a business approach administration. Now, any company, no matter what dimension and industry, can get rid of the most repeating and administrative duties. Minimize costs, save time, and increase productivity. Discard the superstition that you need a lot of money or several years of programming practical experience to speed up processes. With airSlate, every little thing is less difficult. The all-in-one particular system allows you to carry out any work-flow although Crawlers take control of manual tasks. Take full advantage of processes running live without having individual intervention and really feel self-confident realizing papers and data files are now being directed in between techniques and users 24 / 7.
Find out how simple it is to use the Extract from Nintex Drawloop DocGen® for Salesforce Bot and apply it in your Stream non problematic:
  1. Log in to the profile. When you don't have one particular nevertheless, sign up one particular.
  2. Start off configuring your Stream or generate a fresh one.
  3. Go to the Crawlers segment and judge the Extract from Nintex Drawloop DocGen® for Salesforce Bot through the dropdown checklist.
  4. Guide out job areas and personalize the settings to the goals.
  5. Establish performance conditions to indicate when you want the Bot to behave.
  6. Take full advantage of Innovative settings to pay for distinct demands without having using added resources and solutions.
  7. Just click Use set up and go to the test work.
  8. Develop a Flow and deliver your Stream.
Moreover, you are able to keep track of the path for any papers in clicks. Look into your Stream settings and view the Crawlers log to be sure that your Extract from Nintex Drawloop DocGen® for Salesforce Bot is functioning. airSlate provides each Stream with transparent administration, so that you can ensure that is stays up-to-date without having advanced expertise in RPA technology. If you're ready to improve the whole structure of the organization, airSlate is really a sensible option. Get going right now!
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