Copper integration with Copper
How to Create Oneflow contracts when opportunity status is updated in Copper
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create Oneflow contracts when opportunity status is updated in Copper" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Oneflow integrations
Oneflow actions
Nekton can use any feature that is available in Oneflow API.
Using our advanced AI, you can easily create custom automations for Oneflow.
Here are some typical actions you can do in your automated workflows.
Add an Attachment or Expanded PDF
Add an attachment or expanded PDF to a Oneflow contract
Send Contract
Send a contract to Oneflow contract participants
Delete Contract
Delete an existing Oneflow contract
Add Participant
Add a new participant to a Oneflow contract
Get Contract Details
Get details of an existing Oneflow contract
Create Contract
Create a new Oneflow contract
About Oneflow
Oneflow is a digital platform that automates entire contract process from creating, signing and sending.