Integrations

You can integrate other Nintex solutions and third-party applications to use within Nintex DocGen. Third-party applications are Apps that have no affiliation with Nintex, but have capabilities to run with Nintex DocGen.

Before adding the following integrations, ensure that Nintex DocGen has been authorized to access your Salesforce instance. This can be done through the Nintex Admin tab by clicking the Authorize Nintex DocGen button.

The following applications are available to integrate with Nintex DocGen:

 

You can add Nintex eSign integration to deliver documents for electronic signature.

  1. Select the Nintex Admin tab.

  2. Under Configuration, select Integrations.

  3. Under the Add Service drop down, select eSign.
  4. Select or enter the following fields:
    1. eSign Identity Provider - The region and URL that you use to log into eSign (e.g. https://account.esign.net).
    2. Nintex eSign Username - The Nintex eSign Admin's username that is used to log into Nintex eSign.

      Administrators can configure which Nintex eSign user is used for sending envelopes. To configure a Nintex eSign user for this task, go to Setup > Custom Settings > eSign User Settings > Manage. Then, set the Nintex eSign Context User at the Default Organization Level Value, Profile, or User level.

    3. Nintex eSign Password - The password associated to the Nintex eSign Admin's username.
  5. Click Authorize.
  6. If you have separate environments, complete the following: Select an Environment - The Site URL that displays under the eSign Administration and Settings in Nintex eSign.
  7. Click Save.

Caution: Once saved, the API user is created in Nintex eSign and is based on the app name and the creator's Salesforce org ID. For example, the format of the API user is DocGen_{org ID}_{GUID added by eSign}.

You can add Box for Nintex DocGen integration to store your output files.

  1. Select the Nintex Admin tab.

  2. Under Configuration, select Integrations.

  3. Under the Add Service drop down, select Box. A new window for Boxopens. Click Authorize.
  4. A new log in window opens for Box. Enter your credentials for Box and then click Authorize.
  5. Once the log in is successful, your Box account will be added to Nintex DocGen.

You can add DocGen API An application programming interface (API) is a set of subroutine definitions, communication protocols, and tools for building software. integration to send your output documents.

  1. Select the Nintex Admin tab.
  1. Under Configuration, select Integrations.
  2. Under the Add Service drop down, select DocGen API. A new window for DocGen API opens.
  1. Enter your Base URL and Tag Source URL.
  2.  Click Save.

Before DocuSign can be used as a delivery method in Nintex DocGen it needs to be integrated and authorized to work with Nintex DocGen. Refer to DocuSign Integration for more information on how to integrate and authorize DocuSign.

DocuSign Legacy requires the old DocuSign Legacy app. DocuSign is deprecating Legacy authentication options and existing and new users looking to use the DocuSign Legacy app will need to consider switching to the DocuSign Apps Launcher for Salesforce Lighting, or update their existing authentication methods to one of the new authorization methods. Refer to DocuSign Legacy Integration for more information on how to integrate and authorize the DocuSign Legacy app.

You can add OneSpan Sign integration to deliver documents for electronic signature.

  1. Select the Nintex Admin tab.
  2. Under Configuration, select Integrations.
  3. Under the Add Service drop down, select OneSpan Sign.
  4. Type your API Key and Base URL.
  5. Click Save.

Note: This topic contains information related to the SignNow delivery option available in Salesforce Classic.

Integrate SignNow with Nintex DocGen to deliver documents for an electronic signature. Install and configure the SignNow app to enable SignNow as a delivery option in Nintex DocGen. There is no configuration required in Nintex DocGen.

Install SignNow

Install the SignNow app from AppExchange

Note: If you have never used SignNow before, contact SignNow Support to enable the service for your domain. For more information, see Contact SignNow to enable your domain.

Add a remote site for SignNow

Set up a remote site for SignNow.

  1. Click Setup and use the Quick Find box to select Remote Site Settings.

  2. Click New Remote Site.

  3. Enter a Remote Site Name.

  4. In Remote Site URL, enter https://api.signnow.com

  5. Select Active.

  6. Click Save.

Edit Salesforce profiles

You must edit the Salesforce profile for every user that will use SignNow.

To edit Salesforce profiles for SignNow:

  1. Click Setup and use the Quick Find box to select Profiles.

  2. Find the profile you want to modify for SignNow and click Edit.

  3. Under Connected App Access, select snstatus and sntemplates.

  4. Click Save.

Modify connected app permissions

Modify the permissions for SignNow connected apps.

To modify the permissions of the connected apps:

  1. Click Setup and use the Quick Find box to select Manage Connected Apps.

  2. Click Edit for snstatus.

  3. In Permitted Users, select Admin approved users are pre-authorized.

    An information prompt appears, which you can dismiss.

  4. In IP Relaxation, select Relax IP Restrictions.

  5. In Refresh Token Policy, select Refresh token is valid until revoked.

  6. Click Save.

    Repeat these steps for sntemplates by clicking Edit for sntemplates in step 2.

Sign in to the SignNow app

To sign in to SignNow:

  1. Navigate to the App Launcher by selecting in the upper left corner and then select SignNow.

  2. Click SignNow Administrator Settings and enter your SignNow credentials.

Once you install and configure the SignNow app, you will have a SignNow delivery option in Nintex DocGen.

Contact SignNow to enable your domain

If your domain has not been authorized for SignNow signatures, contact SignNow Support to enable your account.

You only have to do this once for each domain. For example, if the domain of the email address you used to sign up for SignNow is yourname@example.com, then you need to get the example.com domain registered with SignNow for Salesforce by contacting SignNow Support. After example.com is enabled, other users from example.com will not need to do this.

You can add Office 365 integration to retrieve templates and store them on SharePoint sites.

  1. Select the Nintex Admin tab.
  2. Under Configuration, select Integrations.
  3. Under the Add Service drop-down list, select Office 365. A new window for Office 365 opens.
  4. Type the following information:
    • Name: Descriptive text that will appear in the Select Files section of a DocGen Package.
    • Site URL: The base URL for SharePoint.
    • Site Path Name: Descriptive text of what you want to call the site path.
    • Site Path: Allows you to limit users with the site path.
      • +add site path: Allows you to add additional site paths if necessary.
  5. Click Authorize.

You can add SMTP The Simple Mail Transfer Protocol (SMTP) is a communication protocol for electronic mail transmission. credentials to store multiple SMTP accounts to use for the SMTP delivery method.

  1. Select the Nintex Admin tab.
  1. Under Configuration, select Integrations.
  2. Under the Add Service drop down, select SMTP. A new window for SMTP opens.
  3. Type the following information:
    • Name: This is the name that will appear in your DocGen Package.
    • Domain: Enter the domain name of the SMTP server. For example, you would enter smtp.gmail.com for the Google email service.
    • Username: Enter your username. For example, you would enter your email address.
    • Password: Enter your password you use for your email address.
  4. Click Save.
  1. Select the Nintex Admin tab.
  1. Under Configuration, select Integrations.
  2. Click Edit for the SMTP credentials you want to edit.
  3. Edit the credentials, then click Save.

Note: You must enter your password any time you edit credentials.

  1. Select the Nintex Admin tab.
  2. Under Configuration, select Integrations.
  3. Click Delete next to the SMTP credentials you want to delete.

Send your output documents to an FTP File Transfer Protocol (FTP) is a standard network protocol used for the transfer of computer files between a client and server on a computer network. folder. You must have FTP credentials to use this integration.

  1. Select the Nintex Admin tab.
  2. Under Configuration, select Integrations.
  3. Under the Add Service drop down, select FTP. A new window for FTP opens.
  4. Type the following information:
    • Name: Descriptive text of what your file will be called.
    • Domain: ftp:// domain of the folder.
    • Secure: Check this box to make it secure. Leave it unchecked to make it not secure.
    • Username: Enter your username.
    • Password: Enter your password.
  5. Click Save.

Send your output documents to an SFTP SSH File Transfer Protocol (SFTP) is a network protocol that provides file access, file transfer, and file management over any reliable data stream. folder. You must have SFTP credentials to use this integration.

  1. Select the Nintex Admin tab.
  2. Under Configuration, select Integrations.
  3. Under the Add Service drop down, select SFTP. A new window for SFTP opens.
  4. Type the following information:
    • Name: Descriptive text of what your file will be called.
    • Domain: sftp:// domain of the folder.
    • Secure: Check this box to make it secure. Leave it unchecked to make it not secure.
    • Username: Enter your username.
    • Password: Enter your password.
  5. Click Save.

Note: This topic contains information related to the Sertifi delivery option available in Salesforce Classic.

You can integrate Sertifi with Nintex DocGen for Salesforce to deliver documents for an electronic signature.

Integrate Sertifi with Nintex DocGen

You must first install and then configure Sertifi. Once you configure Sertifi in your organization, Nintex DocGen automatically adds it to the list of available delivery options.

Install the Sertifi E-Sign for Salesforce app

Install the Sertifi E-Sign for Salesforce app from the AppExchange. You don't need a Sertifi account to install the app. You can get a Sertifi account by installing and configuring the Sertifi app.

For more information, see the Sertifi for Salesforce Installation Guide on the Sertifi Support site.

Configure the Sertifi E-Sign for Salesforce app

Set up your Sertifi account and get your API Code by using the Sertifi app from within Salesforce. After you get your Sertifi account, configure custom settings for the Sertifi app, then configure network access. You can optionally add the Sertifi related list to page layouts, so that you can track signing information from your Sertifi deliveries.

To configure your Sertifi account:

  1. From Setup, click Installed Packages to display a list of the packages installed in your organization.

  2. In Installed Packages, click Configure for the Sertifi package.

    Note: Ensure the configured user for Sertifi is an active user in Salesforce. This will allow the user to see the status of documents.

    The New Sertifi E-Sign Account window is displayed.

  3. Type account information for the following fields:

    Field Description
    Account Title Enter your company name.
    Account URL

    Enter a value. The value you use here appears in the administration URL for managing your account and the documents you send with Sertifi.
    Salesforce Login Your Salesforce user name for the organization that hosts the Sertifi app.
    Salesforce Password Your Salesforce password for the user name listed above.

    Note: You must add Salesforce credentials to get data writeback from Sertifi.

  4. Click Save.

    Your API code is displayed along with your Sertifi account information.

  5. From Setup, enter Custom Settings in the Quick Find box, then click Custom Settings to display a list of the apps with custom settings in your organization.

  6. In Custom Settings, click Manage for Sertifi Application Settings.

  7. Click New.

  8. Type information in the following fields:

    Field Description
    Name Enter Settings.
    APICode

    Enter the API Code here.
    LinkObjectType Enter the name of the Salesforce object from which you will generate documents in Nintex DocGen.
    SFDataIntegration

    Select this checkbox. This enables Sertifi to send data to your organization.

  9. Click Save.

Configure network access for Sertifi:

To configure network access:

  1. From Setup, enter Network Access in the Quick Find box, then click Network Access to display a list of trusted IP ranges in your organization.

  2. Click New.

  3. In Start IP Address, type: 204.93.207.36

  4. In End IP Address, type: 204.93.207.46

  5. Click Save.