Nintex vs Referral Rock

Nintex Workflow Cloud is used for several back-office processes such as manually routing insurance change requests (endorsements) to various groups for creation, approval, and distribution. Additionally, NWC was used extensively to allow for cataloging and storing claims materials including integration to cloud storage providers for document storage and retrieval. Another significant use-case for us was creating an Invoice approval process with conditional approval steps required based on department, invoice amount, etc.

- Ken Terrell

Nintex is very good in automate manual actions in SharePoint Online with documents and/or list items. Especially in combination with the use of Nintex Forms. For example, start a workflow when a user has submitted a document with a specific option enabled which will inform other users and send the document to different stakeholders. Another example is the way that approval workflows work and can easily be adjusted to the needs of the customer. If you want to build a whole new application (with custom actions) then Nintex is not the tool you need.

- Theo Clement

Nintex Process Platform is being used in our organization to automate business processes, from simple approval workflows to complex and multiple scenario applications that check for several conditions and edit several fields in the list or library. As part of the SharePoint support team, we provide basic consultation and troubleshooting services to our end users.

- Michael John Laporga

“We knew your customer success team would get us set up, but we've been blown away... the entire process was so simple.”

- Chelsey Benzel, Marketing Manager

“It’s already given us a 10x ROI. It’s so easy to use and requires very minimal effort to run. We just set it and forget it.”

- John Bergher, VP of Sales and Marketing

“Referral Rock has allowed us to automate our entire referral process. Now that it is set up, it just runs in the background.”

- Yas Desai, Business Development Manager