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Oneflow x Zapier

Automate contracts with Zapier
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Oneflow x Zapier

Automate contracts with Zapier
Overview

Seamlessly connect Oneflow to 5,000+ apps, and experience contract automation.

Oneflow for Zapier empowers you to connect Oneflow to the tools you already use, making your processes smoother than ever. Experience contract magic with more apps than ever before, only your imagination sets the limits.

Key capabilities
  • Automate contracts with Zapier based on triggers and actions taken in Oneflow contracts or your favorite tool – saving time and eliminating manual workflows.
  • Use Oneflow triggers that start a workflow when a contract is sent, signed, declined, expired or deleted.
  • Automate workflows by using Oneflow actions to create contracts, add counterparties, add products, and much more.
  • Use Zapier to transfer data from your other tools straight into Oneflow contracts by using our pre-made templates or building a Zap from scratch.
  • Create up to 100 actions to automate contracts with Zapier, not just one task but entire workflows. Let them run automatically while you can focus on what matters.
  • Zapier lets you work with paths, which means that a Zap can perform different actions based on logic according to your needs. You make the rules.
  • With filters, your Zap will only run when a certain condition is met. You can also schedule your Zap to run when you want.
Consid, header
”Imagine you could integrate all the apps you use in a contract process to streamline your business. The Oneflow app in Zapier allows you to achieve this in minutes without writing any code. Automate and create flexible flows for your contract processes together with your favorite apps.”

Oliver Gelin, Team Lead & Client Solutions Manager

FAQs – Getting started with Zapier

Do I need a separate license for Zapier?

You just need an Oneflow account and a non-free (Starter plan upwards. See Zapier plans here) Zapier plan to allow you creating multi-step Zaps. 

As the first step, you will need to enable the Zapier integration on the extension page in Oneflow.

  • Log in to the Oneflow application, go to Admin > Account > Extensions, and click API Tokens. If you are a non- admin user, request for a token from your Oneflow admin. 
  • Or if you are a Oneflow admin, you can create a token for your users to authenticate and connect that for a new account so that the user can connect to it when creating an action.
  • Click on the ‘Generate a new token’ button to create a new token for Zapier integration, providing a suitable token name. 
  • Make sure to copy down the generated token API token, as you will not be able to view it once again. 

What skills do I need to have?

Anyone from a basic business user to an IT professional can create automated processes using Zapier’s no-code platform.

Where can I find documentation to help me get started?

Who do I contact if I want to know more about Zapier?

We’d be happy to chat with you! Book a personalized demo and we’ll take it from there.

How do I get started?

Explore the Oneflow app and the possible integrations in the Zapier app listing. To connect your Oneflow and Zapier accounts, see the steps on the support site.

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