How to Add Input Fields to a Word Template for Doc Gen in Noca

In this video, we show you how to add an input field (like Probability) to a Word document template, publish it to a flow, trigger the flow from a Salesforce Opportunity update, send a fill URL through Slack, and then write the completed input value back into Salesforce automatically.

This is a great setup for collecting deal updates, approvals, or other user entered values through a document without manual copy and paste.

Видео How to Add Input Fields to a Word Template for Doc Gen in Noca канала Noca.Ai.