Integration · Customers, sales and access
Oneflow — the contracts next to the customer
Contracts, contacts and templates are read from Oneflow, so the signed agreement sits where you work with the customer.
- Direction
- In
- Connection
- Paste the key
Into Workspace
What Workspace takes from Oneflow
Contracts
With status and the parties who signed.
Contacts
The people on the contracts.
Templates
The templates the contracts are made from.
How Oneflow is connected
Pick the system
Under Integrations in Workspace, with the fields Oneflow needs.
Paste the key
Create an API key in Oneflow and paste it in. It is kept in a vault, never in the database, and is never shown again.
First sync
The history is mirrored in, and from then on a sync job of its own keeps it current. A stop shows on Sync health before it shows in the numbers.
Customers, sales and access
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Do you use Oneflow?
We show what Oneflow looks like in Workspace, in a demo with your own setup.