Question
How can I connect NowInfinity to my existing a Cloud Storage or CRM platform?
Answer
NowInfinity gives you the ability to connect to a cloud storage and/or CRM system that your practice may be currently using, allowing all created documents to be saved in the cloud instantaneously.
Navigate to Menu > Portal Settings > Cloud Services and CRM. From here you will have the option to connect either:
How to connect to a Cloud Storage Service
- Select one of the following cloud storage services:
- Dropbox
- Box
- Google Drive
- Select 'Connect'
- Sign into the selected could storage service
Note: the visual prompt may differ from those shown depending on the service selected.
- Allow NowInfinity to access the selected account
- After being redirected back to NowInfinity, select Change Path
- Select the preferred folder
Uploading documents to a connected Cloud Storage Service
Once you are connected to a Cloud Storage Service, the ability to copy documents to the Could Storage Service becomes available on the Collaboration page.
- Select the Cloud Storage Service from the integrations list.
- Check the file path to upload to, correcting if required
- Select Upload to Cloud
How to connect a CRM system
The following CRM systems can be connected via the NowInfinity platform:
- Salesforce
- Enter your login credentials and select 'Connect'
-
Once connection is complete, select 'Refresh Data'.
Accessing a connected CRM's data
A connected CRM's data will be available though within the interview forms of Documents and ASIC Forms when applicable.
- From an applicable field, select the Integrations Icon
- Select the CRM logo
- Select the relevant company or individual.
- The name and address of the selected company or individual will complete within the interview form.