Zapier x Oneflow allows you to connect Oneflow to over 5,000 apps, automating workflows with customizable triggers and actions for managing contracts. Pre-built templates provide a seamless way to transfer data from other platforms directly into Oneflow contracts.
Prerequisites
- You need to be a Oneflow administrator to generate the API token.
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NOTE If you are not an administrator, ask your Oneflow administrator for assistance to perform the one-time configuration in your Zapier account. |
Enable the integration
To use the Zapier x Oneflow integration, you will need to perform the following as a one-time setup process.
- Log in to your Oneflow account as an administrator.
- From the side panel, select Marketplace.
- Click on the Zapier integration.
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Activate the Zapier integration by clicking on the Enable button.
- An API token will be displayed. Save the API token in a secure location for future reference.
Connect to Zapier
- Go to https://zapier.com/app/zaps and click + Create to create a new Zap.
- Choose a suitable trigger, an event that starts the Zap (e.g., from your CRM system).
- Choose a suitable event according to the selected trigger (e.g., When an Opportunity is updated in your CRM system).
- Select and configure a Oneflow action. This is an event a Zap performs after its trigger condition is met (e.g., creating a Oneflow contract).
- Search for the ‘Oneflow’ app in the app search bar and select it.
- Select an Action event from the events dropdown.
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Choose an existing Oneflow account or connect a new one using the + Connect a new account button at the bottom of the drop-down menu.
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When you connect a new account, Zapier will request access to your Oneflow account in a pop-up window. Provide the API token you saved earlier, then click on the ‘Yes, Continue to Oneflow’ button to connect your account.
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If your browser has disabled pop-up windows, click on the Pop-ups blocked icon that appears in the URL bar, then select "allow pop-ups" to open the authentication window.
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You can connect multiple Oneflow accounts to use in different actions within a single Zap. - The connected account will appear on the top of the chosen account drop-down menu.
- Once the setup is done, you are now ready to work with Oneflow actions. Click on the Actions tab to configure your action (i.e., Create contract, Get contract details).
- Finally, you may test your action in the Test tab to ensure the action works as intended.