Template: Create Oneflow contracts when deal status is updated in NetHunt CRM (Zapier)

This Zap creates a Oneflow contract whenever a deal's stage changes to Negotiating in NetHunt CRM.

This streamlines CRM processes by ensuring the timely creation of contracts.

1. Trigger: Updated opportunity stage in NetHunt CRM

App & event

• Select NetHunt CRM as the app.
• Event: Set to New or Updated Record in filter. This means the Zap starts when a deal's status changes in NetHunt.

Account

• Select your NetHunt CRM account from the dropdown list.
  • If the desired account isn't listed, click + Connect a new account to add it.

Trigger

• Field: Set to Stage (the field that triggers this Zap).
• Search Query: Set to Negotiating (the stage name that triggers the Zap).
• Folder: Set to Deals (the folder where stage changes will be monitored).

2. Action: Create contract in Oneflow

When the NetHunt opportunity reaches the defined stage, a contract is created in Oneflow.

Choose account

• Oneflow account: Select your connected Oneflow account.
  • If your account isn't listed, click + Connect a new account. Learn more: Connecting to Oneflow accounts.

Set up action

• Create contract as: Select the Oneflow user who will create the contract. The available Templates and Workspace options depend on the selected account.
• Contract name: Defaults to the Deal Name field from NetHunt but can be customized.
• Workspace: Select the Oneflow workspace where the contract will be created.
• Template: Select a template from your Oneflow account.

Data fields (optional)

• How many data fields to map: Enter the number of data fields you would like to configure (1–3).
  • The corresponding fields will appear below.
• Value of field n: Enter the desired value for the data field.

3. Action: Find record in NetHunt CRM

This step identifies which contact from NetHunt you want to add as a participant in the Oneflow contract.

• Folder: Select Contacts as the folder to search.
• Record: Select Contact person to determine which contact attribute is used for the search.
• Search Query: Enter the value to search for (e.g., the contact's name or email).
• Consider success when nothing is found: Defaults to No. Selecting Yes allows the Zap to continue even if no record is found.

4. Action: Add participant in Oneflow

This step adds a participant to the contract.

• Add new participant to contract as: Choose who adds the participant.
  • Contract creator (default): Adds the participant as the contract creator.
  • Another Oneflow user: Adds the participant as another Oneflow account user.
• Participant type: Choose the type of participant.
  • Individual (default): Adds an individual as a counterparty.
  • Colleague/Participant: Adds an owner-side party.
  • Company: Adds a company as a counterparty.

• Party ID (if participant type is colleague): Enter a unique identifier for the legal entity (e.g., registration number).
• Company name (if participant type is company): Enter or select the company name from NetHunt.
• Participant name: Defaults to the First Name from the deal in NetHunt.
• Participant email: Defaults to the contact's email in NetHunt.
• Role in contract:
  • Signatory (default): The participant must sign the contract.
  • Viewer: The participant can only view the contract.

5. Action: Create comment in NetHunt CRM

• Folder: Select the NetHunt folder where the comment will be created (default: Deals).
• Record: Defaults to the NetHunt deal from the trigger step.
• Text: Includes a message with a link to the Oneflow contract.