Salentica© Integration with Workflow Activities by CDI
Salentica© Integration with Workflow Activities by CDI
Cities Digital
Salentica Integration with Workflow Activities by CDI allows for effortless interaction between the Salentica© CRM and Laserfiche®. Learn more.
See Pricing
Salentica Integration with Workflow Activities by CDI allows for effortless interaction between the Salentica© CRM and Laserfiche®. Learn more.
Description

The CDI Salentica integration with Workflow Activities for Laserfiche allows for easy connectivity and interaction between Laserfiche and Salentica. With this integration, users can easily access documentation corresponding with any account, contact, lead, or any specific record type, directly through the Salentica interface via a Laserfiche Tab.

This full-access interaction utilizes Laserfiche Web Access, giving users the ability to upload or scan documents through the Salentica interface, as well as export electronic files and briefcases, create files and folders, and edit template data. Your organization will also have the ability to upload different Laserfiche briefcases per account, contact, lead, or other record type, to ensure the creation of specific subfolder structures, in cases where the folder structure does not already exist in Laserfiche.

In addition, the Administration Configuration feature allows for mapping between Laserfiche template fields and Salentica attributes, helping to optimize future searches in Laserfiche.

Features
  • Ability to access account, contact, and lead documentation from within the Salentica interface
  • Ability to directly view, scan, upload, edit, export, and delete documents
  • Data auto-sync-updates in Salentica can automatically be applied to Laserfiche
  • Available for either Salentica versions-Salesforce & Dynamics 365
  • Includes Laserfiche Workflow Activities:
    • Create Record
    • Find Record
    • Retrieve Record
    • Delete Record
    • For Each Record
    • Update Record
  • Allows administrators to map Salentica attributes to Laserfiche template fields for optimized searching
  • Helps ensure the creation of standardized subfolder structures in Laserfiche for new contacts
Resources
Pricing

Salentica/Laserfiche Integration by CDI

Price: $2,000

Salentica/Laserfiche Integration by CDI – Annual Support

Price: $400

Contact
Categories
CRM
Industries
Financial Services
Platforms
More Info

Product Edition: V 3.3.5

Languages Supported: English

Required Laserfiche Products:

  • Laserfiche Server version 9.0 or higher
  • A full Laserfiche® Named User License is required.
  • Laserfiche Web Access or WebLink, version 9.0 or higher
  • If the integration is to be used publicly, Web Access or WebLink must be hosted on a public IP address.

Note: WebLink will provide a read-only view of the documentation

Cities Digital

CDI is a document management solutions provider specializing in creative solutions using Laserfiche. We’re proud to be partnered with Laserfiche since 2002. Our trusted solutions, built by CDI, have benefited hundreds of Laserfiche customers. The CDI suite of products is designed around expanding the functionality of ECM through more innovative integration.

Contact
Categories
CRM
Industries
Financial Services
Platforms
More Info

Product Edition: V 3.3.5

Languages Supported: English

Required Laserfiche Products:

  • Laserfiche Server version 9.0 or higher
  • A full Laserfiche® Named User License is required.
  • Laserfiche Web Access or WebLink, version 9.0 or higher
  • If the integration is to be used publicly, Web Access or WebLink must be hosted on a public IP address.

Note: WebLink will provide a read-only view of the documentation