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Managed Print Services (MPS) Blog

By: Michael Kahn

Blog Summary: learn more about Managed Print Services and how it can cut your printing and copying costs up to 30%

What's New with FileBound 7.3 Document Management Software


Oct 10, 2016

The most impressive to the Genesis Technologies team includes integration with SalesForce and DocuSign.

Integrations Stencil added to Workflow Designer

filebound-document-management-software-salesforce-integrationDescription

The Integrations stencil will allow users to make API calls within workflow to retrieve and update data. (Available with Enterprise License Only).

Benefit

A user is able to get and send data to and from virtually any third party API (rest or web API).

Use Case

The sales department is currently using Salesforce to track opportunities and WebDocs to process the opportunity through an internal workflow process. They can now use the integration stencil to update the opportunity stage in Salesforce automatically as the opportunity moves through their internal WebDocs workflow process.

In other words, if you change a sales opportunity stage from "negotiate" to "close" or "won," the Salesforce and FileBound document management integration will kick off a workflow that routes a credit application, contract or other paperwork templates to be created and sent to the new customer.

Contact us to learn more about FileBound 7.3 workflow automation and document management software