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Workflow Automation
Simplify and automate tasks — approvals, onboarding, or complex document processes — with a drag-and-drop workflow designer that makes automation accessible without custom code.
Core Module Nintex for Salesforce · Document & Workflow Automation Consulting
Turn Salesforce Into an Intelligent
Document Automation Engine.
Nintex is a leading workflow automation platform that turns document creation, routing, and approvals into a repeatable, no-code process inside Salesforce. Twopir Consulting designs, configures, and integrates Nintex for Salesforce around your exact contract, proposal, and approval workflows.
500+
Clients across US, Canada, UK, UAE, Australia & New Zealand
12+
Years of legal CRM delivery
40+
Certified Salesforce specialists
AI
Salesforce
HubSpot
HubSpot
Trusted by
RevOps Leaders Contract Teams Legal & Compliance Sales Operations Proposal Managers Field Service Teams RevOps Leaders Contract Teams Legal & Compliance Sales Operations Proposal Managers Field Service Teams
Where Teams Stall
The Real Cost Is Operational Friction
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Manual Document Creation Slows Deal Cycles
Reps and admins assemble contracts, quotes, and proposals by hand, copying data between records and templates. Every manual step adds delay between an opportunity being ready and a document reaching the customer.
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Approval Requests Get Lost in Email
Without a centralized routing system, approvals move through inboxes and side conversations. Requests stall, records go unsigned, and no one has visibility into where a document actually sits.
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Disconnected Systems Break the Data Flow
SharePoint, Office 365, and Salesforce hold pieces of the same process but don't talk to each other. Teams re-key data between systems, introducing errors and slowing every handoff.
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Repetitive Manual Tasks Drain Team Capacity
Data entry, status updates, and other rule-based tasks consume hours that could go toward higher-value work. Without RPA, this repetitive load falls on the same employees every cycle.
⚠️
Inconsistent Compliance Across Teams
Without an enforced workflow, process steps get skipped under deadline pressure. Missing approvals and inconsistent documentation create audit and compliance exposure that surfaces only after the fact.
Platform Context
Nintex Is Built for Salesforce. We Build It Around Yours.
Nintex is a workflow automation platform designed to help businesses automate and manage processes more efficiently — from simple approval requests to complex, multi-step workflows spanning departments. Built to integrate with SharePoint, Office 365, and Salesforce, Nintex gives teams a single, intuitive, no-code platform to run document and process automation on.
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No-Code Workflow Designer
A drag-and-drop workflow designer makes automating approvals, onboarding, and multi-step document processes accessible without custom development — configured, not coded, around your process.
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Native Salesforce Integration via DocGen
Nintex DocGen for Salesforce generates contracts, invoices, and reports directly from your CRM data — no separate integration layer, no manual data re-entry between systems.
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Robotic Process Automation Built In
RPA automates the manual, repetitive, rule-based tasks — data entry, system updates, status changes — that previously required an employee to complete by hand, quickly and error-free.
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Process Mapping & Governance
Nintex Process Manager lets you visually map, analyze, and improve processes — identifying inefficiencies and giving your team a data-driven basis for continuous process improvement.
Platform Capabilities
What Nintex Puts Inside Your Salesforce Org
A complete capability set for document and workflow automation — from first request through final approval. Twopir configures each capability to fit your specific process requirements.
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Forms
Custom, user-friendly forms capture and process data consistently, ensuring the same structured input is collected across every device and every user.
Data Capture🤖
Robotic Process Automation
Bots handle manual, repetitive, rule-based tasks — data entry, system updates, and other routine processes — quickly and without error, freeing employees for higher-value work.
Automation📄
Document Generation
Automate the creation of contracts, invoices, and reports directly from Salesforce data, ensuring accuracy and freeing employees to focus on higher-value activities.
DocGen🗺️
Process Mapping
Nintex Process Manager visually maps, analyzes, and improves your processes — giving your team the ability to identify inefficiencies and make data-driven improvements.
Governance📱
Mobile Access
Access Nintex workflows from anywhere, giving remote and field teams the flexibility to review, approve, and complete process steps without being tied to a desk.
Anywhere Access⚙️
Custom Nintex Workflows
Twopir tailors Nintex workflows to your specific business processes, so you get a configuration built around how your teams actually operate — not a generic template.
Custom Build🔗
Seamless Platform Integration
Whether you're using SharePoint, Office 365, Salesforce, or a combination, Twopir ensures Nintex works cleanly inside your existing infrastructure without disruption.
Integration🎓
Training & Ongoing Support
In-depth training ensures your employees can take full advantage of Nintex's capabilities, backed by ongoing support for updates and process changes post-integration.
EnablementOur Delivery Model
We Don't Deploy Software. We Build Operating Infrastructure.
Phase 01
Discovery & Process Assessment
We audit your document and approval workflows across Salesforce, SharePoint, and Office 365 — mapping where manual handoffs, missing approvals, and disconnected data are creating delay and risk.
Phase 02
Workflow Design & Configuration
We design custom Nintex workflows, forms, and DocGen templates around your specific contract, proposal, and approval processes — defined before any build begins, not assembled from a generic starter kit.
Phase 03
Implementation & Integration
We configure workflows in Nintex, connect Salesforce, SharePoint, and Office 365 data sources, and set up RPA for repetitive tasks. Deployment is staged — pilot with a defined user group, validate, then expand org-wide.
Phase 04
Training, Support & Optimization
We deliver in-depth training so teams can use Nintex confidently, then provide ongoing support for updates and process changes — refining workflows as adoption grows and requirements evolve.
Business Outcomes
The Outcomes Firms Actually Come Back For
Increased Productivity
Automating repetitive, time-consuming tasks lets employees focus on strategic initiatives and higher-value activities instead of manual document assembly and routing.
Reduced Errors & Improved Accuracy
Workflows follow a defined set of rules, reducing the risk of human error and ensuring that document and approval processes are completed correctly every time.
Faster Turnaround Times
Automation speeds up approvals, report generation, and compliance checks — letting your business operate more smoothly and respond more quickly to internal and external demands.
Better Compliance
Automated workflows enforce best practices and ensure tasks comply with regulations and standards, so no step in the process gets missed under deadline pressure.
Enhanced Collaboration
Teams share information and complete tasks without delays caused by manual handoffs or miscommunication, collaborating seamlessly across departments and systems.
Time & Cost Savings
Streamlined, automated processes save valuable time and reduce operational costs — ultimately boosting your business's bottom line without proportional headcount growth.
Common Scenarios
Where We See Nintex Deliver Most
Document Generation
Contract and Invoice Generation at Scale. A sales or finance team configures Nintex DocGen for Salesforce to generate contracts, invoices, and reports directly from CRM data. Documents that once took manual assembly and review now generate automatically, accurately, and consistently every time.
Approval Routing
Multi-Department Approval Routing. A company replaces email-based approval chains with a Nintex workflow that routes requests through the right stakeholders automatically. Approvers are notified, requests are tracked end-to-end, and nothing sits unresolved in an inbox.
RPA Automation
RPA for Repetitive Data Entry. Operations teams deploy Nintex RPA to handle rule-based, repetitive work — data entry, record updates, status changes — that previously consumed hours of manual employee time each week, with fewer errors and faster completion.
Mobile Workflows
Mobile Access for Field and Remote Teams. Field service and remote employees review, approve, and complete workflow steps from mobile devices — keeping approvals and document processes moving even when teams aren't at a desk.
Why Twopir
We're Not a Vendor. We're an Architectural Partner.
01
Custom Nintex Workflows Built Around Your Process
We tailor Nintex workflows to your specific business processes — not a generic template. Every org has different approval chains, document types, and compliance requirements; our configuration reflects yours.
02
Seamless Integration Across Your Stack
Whether you're running SharePoint, Office 365, Salesforce, or a combination, we ensure Nintex works cleanly within your existing infrastructure without a disruptive migration or a separate integration layer.
03
Training and Support Built Into Every Engagement
Our team delivers in-depth training so employees can take full advantage of Nintex's capabilities from day one, backed by ongoing support to help with updates and process changes post-integration.
04
Deep Salesforce Platform Expertise Across 12+ Years
500+ client deployments across Sales Cloud, Service Cloud, Experience Cloud, and Platform give our team direct knowledge of where Nintex compounds value — and where poor data quality or missing approval logic will limit it.
05
Multi-Market Delivery at Enterprise Capacity
A 40-person India-based delivery team operating across US, UK, UAE, AU, and CA markets provides enterprise-grade project capacity — dedicated architects, developers, and QA — at a cost structure that works for growth-stage and mid-market organisations alike.
"Most Nintex projects stall not at configuration — but at the intersection of process design, system integration, and user adoption. We engineer all three before the first workflow goes live, and we measure all three after."
Twopir Consulting — Salesforce & HubSpot Partner · 12+ years · 500+ deployments · 40-person delivery team
Custom Nintex workflows built around your process
Document generation & approval routing design
Implementation & integration
Training, support & optimization
12+
Years Salesforce & HubSpot Delivery500+
Clients ServedServing: US | Canada | UK | UAE | Australia | New Zealand
Salesforce Partner
HubSpot Partner
AI Delivery
Common Questions
Questions Teams Ask Before We Start
What is Nintex? +
Nintex is a leading workflow automation platform designed to help businesses automate and manage processes more efficiently. It ranges from simple tasks like approval requests to complex, multi-step workflows spanning departments, and integrates with major platforms including SharePoint, Office 365, and Salesforce.
Can Nintex work with my existing Salesforce configuration? +
Yes. Nintex for Salesforce, including Nintex DocGen, is built to integrate directly with your existing objects, records, and processes. Twopir ensures Nintex works within your current infrastructure — whether you're also using SharePoint, Office 365, or other connected platforms — without a separate migration.
What business processes can Nintex automate? +
Nintex supports document generation for contracts, invoices, and reports; approval routing and multi-step workflows; forms and data capture; and robotic process automation for repetitive, rule-based tasks. Twopir's discovery phase identifies which processes produce the fastest measurable return in your org.
Does Nintex reduce compliance and audit risk? +
Yes. Automated workflows follow a defined set of rules, ensuring tasks and processes comply with regulations and standards. Nintex helps enforce best practices and ensures that no step in an approval or document process is missed, creating a consistent audit trail.
Do I need Data Cloud or other add-ons to use Nintex? +
No. Nintex works with your standard Salesforce, SharePoint, and Office 365 environments. It integrates with your existing infrastructure without requiring a separate data platform, though many implementations grow to include additional Salesforce capabilities as the program matures.
How long does a Nintex implementation take? +
A focused workflow deployment — such as a single approval process or document generation template — typically takes a few weeks including discovery, configuration, testing, and launch. Multi-workflow implementations spanning several departments run longer. Twopir's discovery phase defines the right scope and delivery sequence before any build begins.
Get Started
Ready to Automate Every Document from a Single Salesforce Button?
Discover how Nintex workflows, document generation, and RPA can improve productivity, compliance, and turnaround times across your Salesforce org.
Talk to a team that understands Nintex architecture, document automation, and what it takes to deliver sustained value.
