1.Monitors contract status changes
Integrate Oneflow and contract management tools to capture contract ID, status, published time, and contract files.
Update project board with signed contract and files
Automatically monitor contract status changes across Oneflow and project workflows in monday.com. Create and update project board rows with signed contract files so you can keep kickoff intake accurate and avoid manual tracking or missed uploads.
How this automation updates contract-ready project intake
When contract status changes arrive with signed files, delays can disrupt kickoff planning. This automation captures contract state from Oneflow, filters for qualifying statuses, and updates monday.com records and attachmentsβso your team can move faster with accurate intake.
Oneflowor swap with your favorite app
2.Filters qualifying contract records
Integrate Filter by Zapier and workspace rules to continue only for the configured workspace and matching contract states.
Filter by Zapieror swap with your favorite app
3.Finds board item by contract ID
Integrate monday.com and data lookup to search for an item by contract ID and return match status.
monday.comor swap with your favorite app
4.Updates item columns for status
Integrate monday.com and spreadsheet fields to change status and date columns, and proceed for signed contracts.
5.Downloads contract files
Integrate Oneflow and document storage to download contract files for uploading to the matched board item.
6.Uploads files or creates item
Integrate monday.com and file attachments to upload the PDF to the files column or create a new item and attach files.
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Accelerate contract workflows with automated intake routing, approval tracking, and renewal alerts
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