SalesForce Workflow Re-Imagined by Integrify
Jonathan D. Rhyne
Nutrient Workflow Salesforce Workflow Integration: World-Class Workflow and State-of-the-Art CRM Meet
Nutrient Workflow workflows can be integrated with Salesforce, adding powerful process automation tools and workflow rules to Salesforce’s robust CRM.
Replace Salesforce workflows with a platform-agnostic workflow platform that integrates with Salesforce and hundreds of other applications and can run independently.
Integration examples:
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Kick off an Nutrient Workflow process when an opportunity is created.
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Send dynamic notifications to Salesforce users based on workflow status.
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Update Salesforce objects with information captured in processes.
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Design processes to push information to Salesforce as a step in the workflow.
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Set workflow rule criteria.
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Send alerts, reminders, and escalations with a custom email template designer.
Salesforce Workflow Use Case Example
Our global security infrastructure client needed to assign a team to respond to sales opportunities automatically. This meant gathering staff from the implicated tech teams, sharing materials related to the opportunity, supporting communications among team members, and then passing information to an approval matrix based on dollar amount, territory, technologies, etc.
Nutrient Workflow worked with the team and an outside consultant to design a solution that leveraged Nutrient Workflow’s API to:
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Automatically launch an Nutrient Workflow workflow action when a new Opportunity is created.
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Send time trigger or action trigger alerts to Salesforce users and non-users as workflow tasks are completed.
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Perform a field update of Salesforce records related to the Opportunity with real-time status data.
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Use evaluation criteria to determine the path of any request.
Quote from the Customer
“Integrity allows us to standardize processes nationally with custom data and configuration. Not only is the tool easy to use, but the many options also allow for advanced features like two-way integration through APIs to other cloud or on-premise applications. The professional services and support teams are creative in solving complex problems, have timely responses, professional, and are easy to work with. The customer success team is great. Approachable, knowledgeable, and interested in getting to the right solution. Truly the best I have worked with.”
_ Note : Integration between Nutrient Workflow and Salesforce requires customers to have a Salesforce administrator available to our service team._
Nutrient Workflow’s Platform
Process Builder
Nutrient Workflow provides workflow software to design workflow processes and build user request forms. You don’t need to know any code to get the job done. Nutrient Workflow is designed to be easily used by anyone who wants to streamline their processes and increase productivity. Use multiple types of actions within any workflow. Read More
Form Designer
Easily create Web-based forms using drag and drop to capture information and feed user data into your workflows. Read More
Custom Self-Service Service Portal
Nutrient Workflow provides a unified front-end experience for your most valuable asset— your employee. Nutrient Workflow provides a custom self-service portal for request management, including submitting and real-time tracking of requests. See which tasks are completed, pending, or in progress. Read More
Process Reporting
Nutrient Workflow tracks and maintains an audit trail of all your workflow processes, form data, and user actions. Your data and metrics are stored in a relational database (SQL Server or Oracle). Reports and information can be displayed in real-time and scheduled for distribution when users need them. Use visual reports to paint a complete picture. Read More
Process Integration
Nutrient Workflow’s open architecture allows our customers and partners to create their own workflow applications with process integration into existing enterprise systems. Our standalone web service allows other applications to initiate a workflow, complete a list of tasks, update process statuses, and conduct other bi-directional activities. As an administrator, you can even define a task within a process that starts a new process. Read More
Turbocharge Salesforce with powerful, intelligent workflow from Nutrient Workflow and take control of your sales and service processes.
What Is Nutrient Workflow?
Interested in Automating Your Workflow in Salesforce and beyond?
We have a variety of resources to help you on your journey to an automated workflow.
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Workflow Tools and eBooks
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Request a Live Demonstration
Jonathan joined PSPDFKit in 2014. As CEO, Jonathan defines the company’s vision and strategic goals, bolsters the team culture, and steers product direction. When he’s not working, he enjoys being a dad, photography, and soccer.
