Template: Convert new Google Drive file into Oneflow contract (Zapier)

This Zap automatically creates a Oneflow contract whenever a Google document or PDF is uploaded to Google Drive.

1. Trigger: New file in Google Drive

This Zap starts when a new file is added to the specified Google Drive.

Choose account

• Google Drive account: Select a Google Drive account from the dropdown.
  • You can choose from existing accounts connected to Zapier.
  • If the desired account isn't listed, click + Connect a new account to add one.

Set up trigger

• Drive: Select a drive from your Google Drive account (personal or shared). You can also enter a drive name manually.
• Folder: Choose the folder where files will be uploaded.
  • Navigate the folder tree in the dropdown.
  • If no folder is selected, files are uploaded to the root level of Google Drive.

2. Filter files in Google Drive

• Only continue if...
  • File Extension: This filter checks the uploaded file type.
  • Allowed file types include:
    • PDFs
    • Google Docs documents
    • Google Sheets spreadsheets
    • Google Slides presentations
  • This Zap runs only if the uploaded file is one of the allowed types.

3. Action: Find a file in Google Drive

• Click Continue to proceed (no additional input required).
  • The details of the uploaded file are retrieved once this step succeeds.

4. Action: Create contract in Oneflow

After identifying the uploaded file, a Oneflow contract is created automatically.

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 name of the uploaded document, followed by "Contract".
• Workspace: Select the workspace where the contract will be created.
• Template: Choose a template from your Oneflow account.

Data fields (optional)

• How many data fields to map: Enter 1–3 depending on your needs.
  • The corresponding fields will then appear below.
• Custom ID of field n: Select the Oneflow data field from the dropdown.
• Value of field n: Enter a value for the data field.

5. Action: Add attachment or Expanded PDF in Oneflow

This action attaches the uploaded file to the Oneflow contract.

• Add attachment or Expanded PDF as: Choose who performs this action.
  • Contract creator (default): Adds the file as the contract creator.
  • Another Oneflow user: Adds the file as another Oneflow user.
• File name: Defaults to the uploaded Google Drive file name.
• File: Select the Google Drive file or paste its public link (max 20 MB).
• Contract ID: Automatically populated from the previous contract creation step.
• Upload as: Choose between Attachment (default) or Expanded PDF.

6. Action: Add participant in Oneflow

This step adds a participant to the contract.

• Add new participant to contract as: Select who performs the action.
  • Contract creator (default): Adds the participant as the creator.
  • Another Oneflow user: Adds the participant as another Oneflow user.
• Contract ID: Automatically fetched from the previous step.
• 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 organization.
• Company name (if participant type is company): Enter the company name.
• Participant name and email: Default to the connected Google Drive account's details (editable).
• Role in contract:
  • Signatory (default): The participant must sign the contract.
  • Viewer: The participant can only view the contract.

7. Action: Send email in Gmail

This step sends the created contract via email.

• Enter the details for the email to be sent.
• To: Add up to five recipients, separated by commas.
• Subject: A default subject is provided but can be edited.
• Body: The body contains a default message with a link to the Oneflow contract.