Oneflow is a service for online contract management that's integrated into Upsales. Oneflow makes signing documents online really simple.

Note: The OneFlow app integrates with Upsales E-sign. How to use E-sign in Upsales

This article covers:

• Reasons to use Oneflow with Upsales
• How to activate Oneflow app
• How to configure Oneflow app
  • Acquiring the API token
  • Adding descriptions to documents from orders
• How to use the app
  • No import of previous contracts?
  • No templates found?
  • Using your Upsales custom fields in Oneflow documents

Reasons to use Oneflow with Upsales

• Send documents directly from Upsales to your contacts
• Select one or more signing participants
• Choose between multiple standardised Oneflow templates
• Get notifications in Upsales when your contacts view, sign or deny your contract
• View contracts inside Upsales

How to activate Oneflow app

1. Click your profile image on the top-right of your screen
2. Click App directory:
   
   
   
   
3. Click Oneflow in the App Directory:
   
   
   
   
4. Click Activate:
   
   
   
   
5. Click Accept terms to continue.

Configure Oneflow app

Don't have a Oneflow account? Sign up at www.oneflow.com

Emails must match

Your email in Oneflow must be the same as your email registered in Upsales. This is required for the app to work. 

Acquiring the API Token

1. In your Oneflow account, go to Account → Extensions:
   
   
   
   
2. Scroll down and locate Upsales. Click the toggle to activate Upsales integration:
   
   
   
   
   
3. A pop-up will appear with your API token:
   
   
   
   
4. Return to the Oneflow app in Upsales. Paste the API token:
   
   
   
   
   
5. Return to Oneflow. Click Upsales in Account → Extensions:
   
   
   
6. Locate Extension configuration in the Upsales extension settings. Click the Customer ID field:
   
   
   
   
7. Enter your Upsales customer ID number. This appears in the URL of your browser when you're logged into Upsales:
   
   
   
8. Congratulations! Oneflow is now ready to use as E-sign in Upsales.

Adding descriptions to documents from orders

Here's how to add descriptions of orders that will appear on the e-sign document:

1. Click Settings:
   
   
   
   
   
2. Click App Directory → OneFlow:
   
   
   
   
3. Scroll down to Options, click on the Description field:
   
4. From the dropdown menu, choose the fields you want to add to orders (and which will appear on e-sign documents). 
   
   
   
   
5. Click Save at the bottom of the screen.
6. Log out and login again.

The description fields will now appear on your e-sign documents.

How to use the app

You and your colleagues need a Oneflow account if you're sending them contracts. Otherwise, you'll get an error message: "Could not create contract: Could not find Oneflow user with email"

No import of previous contracts?

Once the app is activated only new e-signs will be visible in Upsales. Previous contracts can be manually uploaded to Upsales. 

No templates found?

If you get the error message: "No templates found for (your email address) in Oneflow, either:

• Templates are inactive in Oneflow – please activate the templates
• Templates are not in your Upsales folder inside Oneflow – please add the templates

Using your Upsales custom fields in Oneflow documents

As of August 2022, you can now sync Upsales custom fields for orders, contacts, and companies to be used in Oneflow.

You can select up to 5 custom fields of any type per entity (order, contact, company) inside of the app settings page in Upsales. 

How to select custom fields to sync:

In Upsales:

1. Be an administrator in Upsales to have access to App settings and Custom field settings.
   1. Create the custom fields you'd like to sync in Settings > CRM > Fields
2. Go to Settings > Apps > Oneflow
3. Enter the Oneflow app settings
4. Scroll down to find the section "Custom fields to sync" / "Customfält att synka"
5. The section displays 5 input fields per order, company, and contacts, select the custom fields you'd like to sync
   • 
6. Save the Oneflow app settings

In Oneflow:

1. Log into your Oneflow (the same one connected in the Upsales Oneflow app)
2. Create a new document
3. The custom fields you selected in Upsales should now be available as data-fields inside of Oneflow:
   • 

More about sending e-sign documents