When a ticket is closed, create a contract with a pre-populated ticket and contact details
Consider a ticket from a customer with standard service requests like a package upgrade, and where the customer's SLA needs to be updated.
Pre-requisites
- The Oneflow template should contain data fields.
- HubSpot contact properties should be mapped to Oneflow data fields in Two-way sync & mapping settings. To learn more, see Two-way sync.
Trigger
- Configure a ticket-based workflow that triggers when a ticket reaches a particular stage (i.e. ticket closure).
Actions
- Add a branch based on ‘Time to First Response SLA Status’.
- From the Oneflow panel, add a Create contract action to the happy path (i.e. when the SLA is restored on time) to create a Oneflow contract with a template of your choice. This will contain all contact and ticket-related property mappings.
- Upon creation, the contract will be populated with the contact and ticket property values, ready to be signed by the customer.
- You can add the contact from HubSpot as a participant to the contract via the ‘Add participants to a contract’ action.
- You can then publish and send the contract to be signed by the signatories via the ‘Send contract’ action.
A lead submits a marketing form on your website
Automatically create a contract in Oneflow whenever a lead submits a marketing form on your website.
Pre-requisites
- The fields in the marketing form need to be mapped to properties in HubSpot when you design the form.
- The Oneflow template should contain data fields.
- HubSpot contact properties should be mapped to Oneflow data fields in Two-way sync & mapping settings. To learn more, see Two-way sync.
Trigger
Enroll a contact whenever a they submit marketing form on the website.
Action
- Add a Oneflow action to Create a contract. The contact's information will be populated in the contract's data fields.
- You can add the contact from HubSpot as a participant to the contract via the ‘Add participants to a contract’ action.
Automatically create contracts when a trigger condition is met in HubSpot (generic use case)
Workflows provide endless customization options to users in their contract flow. You can add Oneflow’s Create contract and Send contract actions to a workflow trigger of your choice to automate the contract creation and publishing process. The workflow will run whenever a specific trigger condition is met in HubSpot (for instance, a deal stage movement from one stage to another, or a deal exceeding a certain monetary value).
Trigger
- For instance, you can add a trigger that enrolls a deal whenever it moves to the "Decision-maker bought-In" stage in your sales pipeline.
Action
- Add a Oneflow action to Create a contract based on a template of your choice. Information: With two-way sync and mapping configured as well, your contract can contain all deal-related information already populated in data fields.
- You can then add HubSpot contacts associated with the deal object as participants to your Oneflow contract via the Add participants to a contract action.
Automatically create contracts tailored to customer segments
Use if/then branches to tailor your contracts to diverse customer segments.
Trigger
- Add a trigger to enroll a contact when they become a sales-qualified lead.
Actions
- Add a branch based on Industry (or any other contact property from which you wish to segment customers).
- In this example, if the contact’s industry is “IT”, the Create contract action is added to create a contract with the selected template in a particular workspace. Likewise, if the contact’s industry is “Telecommunications”, the Create contract action is configured to create a contract with a different template and workspace.