Oneflow
This integration makes it possible to create documents in Oneflow based on templates in Oneflow directly from the deal card in Lime CRM. It also tracks events, such as number of times and by whom a document has been opened and whether it has been signed or not.
More Information
Learn more about Oneflow at https://oneflow.com.
Features
A brief summary of what the integration can do for you:
Multiple Collections
Does your company use different collections in your Oneflow account for different parts of your Organization? This is no problem. Just choose which collection to use for a specific deal.
Find the Right Signers
Only the contact persons relevant for a specific deal will be shown. It is also easy to see which users in Lime CRM that have a Oneflow account.
Use Lime CRM Data in Your Oneflow Templates
Templates in Oneflow can fetch data directly from Lime CRM when creating the documents using this add-on. Fields in Oneflow will be populated with the following data from Lime CRM (if present):
Opportunity name
Quote sent
Order date
Value
Company name
Company phone number
Company homepage
Postal address row 1
Postal address row 2
Postal zipcode
Postal city
Visiting address row 1
Visiting address row 2
Visiting zipcode
Visiting city
Country
Company registration number
Name of contact person
Contact phone number
Contact email address
Contact mobile phone number
Contact position
Name of responsible coworker
Responsible email
Responsible phone number
Responsible mobile phone number
Responsible coworker's office
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