Get a frictionless contract process without any interruptions.
With the Oneflow integration, you can create contracts directly from cases and opportunities in Intelliplan and automatically receive contract-related updates.
Enable Intelliplan integration in Oneflow
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NOTE This integration requires that you have an Intelliplan account and enable the Oneflow integration in Intelliplan. If you are unsure how to do this, contact support@intelliplan.se for assistance. |
- Log in to Oneflow as an administrator, go to Marketplace, click on Intelliplan and then on Enable.
- Once enabled, a window with an API token will appear. Copy and securely save this token, as it is required to activate the integration.
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NOTE The token is shown only once, so we suggest you copy or write it down immediately. If you lose your token, you must disable the integration and enable it again to get a new one. |
- Send the API token to support@intelliplan.se, and they will proceed with the necessary configuration.
Set the Intelliplan subdomain
To set the Intelliplan subdomain used by your company:
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Go to Marketplace > Intelliplan and click on the Edit (pen) icon next to Subdomain.
NOTE
If you are uncertain about your subdomain, please contact Intelliplan support.
By doing this, status changes from Oneflow will automatically be synced to Intelliplan.
Connect a Oneflow contract template to Intelliplan
Now you need to connect a Oneflow contract template to Intelliplan:
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NOTE This configuration is done separately for each template. |
- Go to Templates and click the template you want to connect to Intelliplan or create a new one.
- Under Data fields > Template groups, choose an Intelliplan template group (whichever is most appropriate for the type of template), and click Save.
- Once your template group is set, you can create data fields for the information that should be automatically pushed from Intelliplan to your Oneflow contract. Click the pen icon to edit a form field, click Data field, choose the appropriate field, and click Save.
- A link symbol will mark the field connected to a data field.
- You can also add a data field to text. To do so, highlight the text you wish to connect and click the black data field icon in the editor. Select the appropriate data field from the list and click Confirm.
Your job is done in Oneflow! Now head over to Intelliplan.
Activate Oneflow templates in Intelliplan
To use your Oneflow templates in Intelliplan, you need to sync them with Oneflow. To do so:
- Go to Administration > Contracts. Click the template you want to activate > Activate.
Done! Time to create contracts.