TotalAgility to Salesforce Connector by BlueIrisIQ
Download TotalAgility to Salesforce Connector by BlueIrisIQ Overview
Features
No-Code Configuration Interface
Empower business users to configure and deploy the connector without writing a single line of code. Rapidly adapt to changing business needs with drag-and-drop simplicity.
Seamless Data Flow
Enable real-time data exchange between TotalAgility and Salesforce. Automatically ingest structured data from scanned or emailed documents into Salesforce records—no manual rekeying required.
Document Intelligence at Scale
Leverage TotalAgility’s intelligent document processing (IDP) to extract, classify, and validate data from physical and digital documents before pushing it into Salesforce.
Customizable Workflows
Tailor the connector to your unique business processes. Whether you're automating lead capture, case management, or service requests, the connector adapts to your Salesforce architecture.
Human-in-the-Loop Controls
Maintain oversight with built-in exception handling and validation steps, ensuring accuracy and compliance without sacrificing speed.
Benefits
Ideal For
- Salesforce Admins & Developers looking to streamline document ingestion and reduce integration overhead. - Operations & Customer Service Teams aiming to accelerate case resolution and improve data accuracy.
- IT Leaders seeking scalable, low-maintenance automation that integrates with existing platforms
Technical Details
Geographic Availability
Additional Information
Use Cases
Insurance: Automate claims intake and push structured data into Salesforce Service Cloud.
Government: Digitize citizen correspondence and route it to the appropriate Salesforce queues.
Healthcare: Capture patient forms and update Salesforce Health Cloud in real time.
Finance: Streamline loan application processing and CRM updates.
