Create contracts directly from cases and opportunities in Intelliplan. Important events on contracts in Oneflow will automatically be reflected in Intelliplan.
Enabling Oneflow in Intelliplan
This extension requires that you have an Intelliplan account and that you enable the Oneflow integration in Intelliplan. If you are unsure of how to do this, contact firstname.lastname@example.org and they will help you out!
Enabling Intelliplan in Oneflow
Log in to Oneflow and head to Admin settings -> Account -> Extensions.
Find Intelliplan and Enable.
When you have enabled the extension, this is what you'll see
This is your Oneflow API-token. You will not be able to see this token again later, so we suggest you copy or write it down immediately (If you lose your token, you need to disable the extension and enable it again to get a new one). Send the API-token to email@example.com and they will proceed as necessary.
To set the Intelliplan sub domain used by your company, click the pen-icon next to Sub domain. If you are uncertain about what the sub domain is, contact Intelliplan support. By doing this, status changes from Oneflow will automatically be synced to Intelliplan.
Once you have this set, you need to activate a template group in all the Oneflow Templates that you wish to connect to Intelliplan. This is done separately for each template so go to Templates and click on one that you want to connect. Under Settings you have Template groups, choose an Intelliplan template group, which ever one is most appropriate for the type of template, save.
Once you have your template group set, you can create data fields for the information that should be automatically pushed over from Intelliplan to your Oneflow contract.
Click to edit your form field, click on "data field" and a list of the available fields will show. Choose the appropriate one and Save.
The field connected to a data field will be marked by a symbol
You can of course also add a data field to scrolling text
To do so, simply highlight the text you wish to connect and click on the black data field tag in the editor. The list of available data fields will show, choose the appropriate one.
Your job is done in Oneflow, now head over to Intelliplan!
To use your Oneflow templates in Intelliplan, you need to Sync with Oneflow . To do so, go to Administration- Contracts- Sync with Oneflow
All your templates should now show, and what is left to do is activate the templates. Choose a template- Activate
Done! Time to create contracts