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Create Oneflow contracts and notes in Close for new updates to opportunity statuses in Close CRM
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Trigger when contract status changed toRequired
Try ItTriggerInstant- Oneflow user performing this actionRequired
- File name
- FileRequired
- Information box
- Contract IDRequired
- Upload asRequired
ActionWrite- Contract IDRequired
- Information box
- Additional fields to retrieve
ActionWrite- Oneflow user performing this actionRequired
- Contract name
- Add an external link?Required
ActionWrite
- Oneflow user performing this actionRequired
- Contract IDRequired
- Participant typeRequired
- Information box
- Participant nameRequired
ActionWrite- Oneflow user performing this actionRequired
- Product Table ID Info
- Contract IDRequired
- Product table IDRequired
- Product nameRequired
- Product description
- Base price 1
- Price 1 discount
- Base price 2
- Price 2 discount
- Quantity type
- Quantity valueRequired
- Information box
- Lock for counterparties
ActionWrite- Oneflow user performing this actionRequired
- Contract IDRequired
- SubjectRequired
- MessageRequired
ActionWrite- Oneflow user performing this actionRequired
- Contract IDRequired
ActionWrite
Oneflow is a digital platform that automates entire contract process from creating, signing and sending.
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