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Appiphony

Our partnership with Appiphony

Appiphony for Salesforce

We are committed to connecting our clients with technology that removes friction from their day-to-day work. Appiphony builds native AppExchange applications integrating cloud file storage directly into Salesforce. With products spanning Google Drive and Microsoft SharePoint integration, Appiphony’s Connect suite allows organizations to manage, organize, and automate their files without ever leaving Salesforce.

Fíonta is an authorized implementation partner for Appiphony, bringing these tools to nonprofits and associations alongside the consulting expertise needed to configure them for each client’s unique workflows.

Appiphony’s product offerings

A Chicago-based Salesforce ISV with over 18 years on the AppExchange, Appiphony builds native Salesforce apps that connect cloud storage, e-signatures, and AI to your CRM workflows.

Share Connect

  • Link SharePoint folders and files to Salesforce records
  • Upload local files directly to SharePoint from Salesforce
  • View SharePoint folder contents inside Salesforce
  • Automate folder creation via record-triggered Flows
  • Auto-upload Salesforce files to SharePoint via Flow

Drive Connect

  • Link Google Drive files and folders to records
  • Automate folder creation with Salesforce Flow
  • Simple template builder for document generation
  • Google Docs, Slides, Sheets, Word, and PDF output
  • Generate documents to specific Drive folders
  • Trigger document generation from Salesforce Flow

Merge Connect

  • Build document templates using a no-code template builder without leaving Salesforce
  • Generate PDFs, Microsoft Word documents, and PowerPoint slides from Salesforce record data in seconds
  • Automate document generation using Salesforce Flow based on specific triggers or events
  • Integrate with Agentforce to include AI-authored content in generated documents, emailed directly from an Agent conversation

Parse Connect

  • Extract data from PDFs, Word documents, and images and write it directly into Salesforce records
  • Build no-code parse templates that define what data gets extracted and where it goes in Salesforce
  • Trigger parsing manually from a record page, automatically via Salesforce Flow, or through an email-to-parse inbox
  • Usage-based pricing tied to monthly page volume rather than per user

eSign Connect

  • Create and send DocuSign envelopes directly from any Salesforce record
  • Track envelope and signature statuses from the corresponding Salesforce record page
  • Automatically save signed documents back to the related Salesforce record once signing is complete
  • Compatible with any DocuSign tier, no plan upgrade required

Fíonta’s Approach

As an authorized Appiphony partner, Fíonta implements and supports the full Connect suite across your Salesforce org. Whether your team needs to unify file storage, automate document generation, extract data from incoming documents, or manage e-signatures, we bring the Salesforce expertise to configure each product around your specific workflows.

Ongoing Accent support for Salesforce clients

Our dedicated team of Salesforce Solutions Success Managers specializes in strategic ongoing support and tailors your journey to meet your needs as we maximize your investment in Salesforce together. As a certified Salesforce services partner, Fíonta has privileged access to support escalation and ongoing professional development, ensuring our service quality remains unparalleled.

Through Accent, Fíonta’s managed services practice, we ensure that Salesforce clients receive ongoing, dedicated, and strategic support. Here’s how Accent amplifies the value proposition:

  • Continuous engagement: We are invested in your long-term success and plan for support after every technology implementation. 

  • Right-sized support packages: Understanding that each association has unique needs, Accent offers complexity-based support packages. 

  • Training & skill development: Accent provides training sessions and resources to upskill your team to ensure associations make the most of the investment in Salesforce.

  • Dedicated support desk: A dedicated Solution Success Manager (SSM) ensures that our expert team promptly addresses any queries, issues, or challenges clients face and sticks with you as long as you’re with us.

If your organization is ready to eliminate the friction of managing files, documents, and signatures across disconnected systems, Fíonta has the expertise to implement Appiphony’s Connect suite in a way that fits seamlessly into your existing Salesforce environment. Whether your team needs to automate folder creation in SharePoint, generate polished documents from Salesforce records, extract data from incoming PDFs, or manage e-signatures without leaving your CRM, we configure each product around your specific workflows so your staff can focus on the work that matters, not the administrative overhead that surrounds it.