Day One of Microsoft Inspire 2017
Day One of Microsoft Inspire 2017 is a done deal. It was great to catch up with the folks at Nintex that span all the the office's. Faces, in some cases, I haven't seen in years. But what really surprised me, was someone I saw that I haven't seen in ... read more
Monday, July 10, 2017 6:36:00 AM
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... read more
Tuesday, May 23, 2017 1:19:00 PM
Nintex Workflow Cloud - Salesforce Accounts Created in the Last Week
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 ... read more
Tuesday, May 23, 2017 8:41:00 AM
Nintex Workflow Cloud - Wait for Account Update in Salesforce
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... read more
Friday, May 12, 2017 7:56:00 PM
Nintex Workflow - vtiger CRM UDAs
Looking into CRM systems that are out there, that are cloud based, vtiger CRM came up. Since Nintex Workflow doesn't have built in connectors to vtiger, I decided to look into their REST API. I investigated what the login steps are, and what is... read more
Saturday, April 8, 2017 3:22:00 PM
Nintex Workflow for Office 365 - Delegation
Some people have asked me why Delegation is not an option. Unfortunately, there's a limitation that was found in SharePoint Online, where there doesn't seem to be permissions on tasks that are generated by a workflow. This pretty much removes the... read more
Saturday, February 25, 2017 9:46:00 AM
Nintex Workflow - History List Size Report
This is the first post, post Nintex InspireX. I was actually quite surprised at how awesome the first InspireX event was last year. But this one was so much better. The only thing I would do to make it better, is make it an extra day. I felt like I... read more
Friday, February 17, 2017 11:24:00 AM
Nintex Workflow Cloud - Import Export
Importing and Exporting was recently made available in Nintex Workflow Cloud. It's pretty awesome, and makes it really easy to share workflows, since you deal with workflow keys and not files anymore.
I'm a huge fan of this.
Take a look at how ... read more
Monday, January 16, 2017 7:15:00 PM
Nintex Workflow Cloud - Utility Workflows
The name of "Utility Workflow" is not a Nintex term. It's something I like to use when building a child workflow that was built specifically to do some work that is reusable. In the case of Nintex Workflow Cloud, there's a cool way to do this by... read more
Friday, January 13, 2017 10:36:00 PM
Nintex Workflow for Office 365 - Copy Attachments to Document Library
Copying attachments from a List Item to a Document Library in Office 365 is not straightforward, until you actually get it working. Then it totally makes sense.
I went through a bunch of blog posts and suggestions from people, and eventually,... read more
Thursday, January 5, 2017 2:55:00 PM