To use the Oneflow x Lime CRM integration, you will need to connect your Oneflow account to Lime CRM. This requires Lime CRM administrator access to generate a Lime CRM API key.

Phase 1: Contact Lime CRM to activate the integration

1. Ask your Lime CRM system administrator to contact Lime Technologies and request the installation of the Oneflow integration. You can contact Lime via the Contact sales page.

• This will send a request to Lime CRM asking them to add the Oneflow integration to your Lime CRM account.
• Your Lime CRM system administrator needs to perform a series of configurations in your organization’s Lime CRM account. See Lime CRM Configuration for the detailed steps your admin needs to perform.

Phase 2: Configure Lime CRM

Configure permissions and generate an API key

This ensures that Oneflow has the necessary permissions to access entities in your Lime CRM account.

1. Login to Lime CRM as an admin and click on Account and select the Administrators page.

2. Navigate to Administrators page > System > Security > Users.

3. Create a new user (or update an existing user) with the following properties. This is applicable to all users that need to use the Oneflow integration.

   1. Username: Enter the email of the user (i.e. janedoe@gmail.com).
   2. Display name: Enter a preferred display name (i.e. Jane Doe).
   3. User type: Select "API".

   4. Groups: Select “Webhook Users” and "(System) Oneflow Integration".

4. Click Save.

5. Select the user using the checkbox, then click Create API key and click Generate. Click Copy to clipboard and save this API key securely in your system as you will need this to connect Oneflow to Lime CRM.

Add the “Oneflow document” button to the deal

1. Navigate to Administrators page > Views > Deal.
   

2. Under Promoted actions, click on the + Promoted actions button to add a new one.
   

3. Complete the form with the following field values.
   

   1. Command id: Open link (Standard actions)
   2. Action label: Oneflow document
   3. Icon: add_file
   4. Color: #013A4C

   5. Parameters: Switch to“Code” mode, and enter the following code in the text field.

      {
        "nextCommand": {
          "params": {}
        },
        "link": {
          "expectedOutputType": "auto",
          "formula": "https://integrations.oneflow.com/api/lime_crm/generate_token?object_type=deal&object_id={{id}}&user_email={{context.active_user.email | urlencode}}&user_id={{context.active_user.id}}"
        },
        "openInNewTab": true,
        "type": "url",
        "confirm": {
          "options": {}
        }
      }
              

      If you’re in “Config” mode, complete the following fields with these values:

      Link:

   6. Value type: Formula

   7. Expected output type: Auto
   8. Formula: https://integrations.oneflow.com/api/lime_crm/generate_token?object_type=deal&object_id={{id}}&user_email={{context.active_user.email | urlencode}}&user_id={{context.active_user.id}}`

4. Save the promoted action button. A “Oneflow document” button will be added to your Deal view in Lime CRM.
   

5. A button called “Oneflow document” will appear on any open deal view.
   

Phase 3: Connect Lime CRM to Oneflow

1. Login to Oneflow as an administrator and navigate to the Oneflow marketplace and click on Lime CRM.

2. Enable the extension and click on the Setup button. This will launch the Oneflow Lime integration setup.

3. Enter your Lime host URL and Lime API key and click Connect.

   1. Lime CRM URL: Enter the main URL that you use to login to Lime CRM containing your organization’s name. Example: https://your-company-name.limecrm.com/name/

      To know your Lime CRM URL, login to Lime CRM and go to Account > Administrators page > and copy the URL section along with the client name (highlighted in the image).

      In this case the Lime host URL is http://oneflow.lime-crm.com/oneflow/

   2. Lime API key: Enter the API key you generated for your Lime CRM user from the admin panel (in Step 4 of Phase 2).

Create a Oneflow template for Lime CRM

1. Login to Oneflow and ensure you have at least one active workspace. Navigate to the Templates page and create a new template from the template library or start from scratch.
   

2. Click on the Data fields icon in the side panel. From the Template groups dropdown, select Lime CRM Template.
   

3. Click on the current template name and enter a new name for your template (i.e. “Lime CRM Template”).

4. Customize the template to match your preferences by adding sections to it and click Publish.
   

5. You can now start creating Oneflow documents by opening a deal in Lime CRM and clicking the promoted action button used to create a Oneflow document.

Create a Oneflow document

1. Open a deal in Lime CRM.

2. Click on the Oneflow document promoted action button that you created (in Phase 2’s step 4) to initiate the process. The create document page will open in a new tab.

3. Select a Oneflow workspace and template, then edit the name of the document (the Oneflow document name is populated by default).

4. Select participants to add to the Oneflow document (optional). The contacts in your deal appear in the participants section. Ensure the contacts have email addresses or phone numbers.
   Role: Select the role for the participant in the contract. (Signatory, Influencer, Viewer)
   
   Participant type: Select a participant type from the dropdown: i.e. would you like to add the contact as an Individual or as part of a company.

5. Click on the Create document button. You will be redirected to Oneflow.

Oneflow Document Status Sync

• Oneflow documents created from a Lime CRM deal are displayed in cards within the Oneflow documents tab of the Deal.

  • Draft, Pending, Overdue, Signed, and Declined Oneflow documents are listed.

  • Clicking on a Oneflow document name reveals its status, created/updated dates, along with the participant details (such as: participant names, participant type, participant status, and their role in the document).

• Once the Oneflow document is sent to participants, the Oneflow contract's status is updated inside the card of the Lime CRM deal. This allows for at-a-glance visibility of contract progress.