Oneflow is a digital contracts platform. It makes it easy to create, send, and sign documents using electronic signatures.
The Oneflow CRM integration puts those contracts inside OnePageCRM. Open a contact, and you can see every contract connected to them, along with its current status.
No need to switch between the two apps. Once connected, the Oneflow widget on a contact's profile lists every contract for that customer or prospect. For each one, it shows:
The date it was created.
The contract title, or the signatory names if it has no title.
Its current state: draft, pending, signed, overdue, or declined.
When information is spread across different apps, it gets harder to manage contracts and send invoices on time.
OnePageCRM is your single source of truth. One contact profile holds the contracts from Oneflow, previous calls, email threads, meeting notes, and invoices, as well as pending deals and upcoming tasks.
Because contracts and customer conversations usually live in two different apps. Connect the two, and every contract shows on the contact it belongs to, status included — so whoever handles the follow-up knows exactly where the paperwork stands.
Every contract connected to a contact: the date it was created, its title (or the signatory names, if it has no title), and its state in Oneflow — draft, pending, signed, overdue, or declined.
In Oneflow, go to Marketplace, find OnePageCRM under Sales and CRM, and click Enable. Copy the API token it shows you — it appears only once. Then in OnePageCRM, install Oneflow under Apps and Integrations and paste the token in. The setup guide above covers each step, and only the account owner or an admin can do them.
By email address. The widget checks the contact's primary email in OnePageCRM and pulls in the Oneflow contracts linked to it — so make sure the main email on the contact is the one used on the contract.
