Oneflow

Oneflow is a digital platform for creating, sending, and signing contracts online.

The Oneflow Widget connects Oneflow with OnePageCRM, allowing you to view previous contracts linked to your CRM contacts.

You need a Oneflow account to connect it to OnePageCRM.
Only the Account Owner or Administrators can configure and manage the integration.

Enable/Disable the Oneflow Widget

In Onflow, go to the Marketplace → scroll down to Sales and CRM → select OnePageCRM.

Oneflow | Marketplace | Sales and CRM | OnePageCRM

Click on Enable.

Copy the API token and click Close.

💡 Save the API token before leaving this page. For security, it is only shown once.

Oneflow account l Copy the API token and click on close.

In OnePageCRM, go to Oneflow under Apps and Integrations → click Install.

OnePageCRM | Apps and Integration | Oneflow

On the Configuration tab paste the API token into the API Key field → click Connect to Oneflow.

OnePageCRM | Apps and Integration | Oneflow | Connect to Oneflow

Open a contact → find the Widget above the Contact Timeline → click to expand.

Oneflow Widget app displayed above the Contact Timeline.

Once expanded, it will display:

Date - Date when the contract was created.

Contract - Contract title or Signatory names, if no contract title available.

State - Status of the contract in your Oneflow account - it gets updated if the contract, i.e., has been signed or if it ended.

Oneflow Widget app displayed above the Contact Timeline expanded.

The widget checks only the contact's primary email address for matching data