Getting started with Zapier

Elias Borghoff
Elias Borghoff
  • Updated

This article explains how you integrate and get started with the Zapier - Oneflow integration. Zapier connects Oneflow to over 5,000 apps with customizable triggers and actions.

REQUIREMENTS

  • You need to be a Oneflow administrator to generate the API token. If you are not an administrator, ask your Oneflow administrator to perform this one-time configuration.
  • A Zapier account.

In Oneflow

Activate the Zapier Integration

  1. Log in to Oneflow as an administrator and navigate to Marketplace.
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  2. Scroll down to Zapier, click on it, and then tap on Enable.
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  3. An API token is displayed. Save it in a secure location for future reference.
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In Zapier

Configure Oneflow Settings

  1. Go to zapier.com/app/zaps and click + Create to create a new Zap.
  2. Choose a trigger and a trigger event – the event that starts the Zap (for example, when an opportunity is updated in your CRM).
  3. Search for the Oneflow app in the app search bar, select it and choose an Action event (for example, Create contract).
  4. Choose an existing Oneflow account or click + Connect a new account. In the pop-up, provide the API token you saved and click Yes, continue. Allow pop-ups in your browser if the window does not open.
  5. Configure your action in the Actions tab, then test it in the Test tab.

The Oneflow integration is now active! Explore the available Oneflow actions and triggers to build your workflow.

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