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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 '''