This integration is an add-on. Please contact your CSM or email support@cinode.com for more information.
Manager or Partner Manager permission level is required in Cinode to set up this integration. Further, you need the Cinode Business or Partner module.
Why use the Oneflow integration?
Integrating Oneflow with Cinode streamlines your contract management process. Create and manage contracts seamlessly using data directly from Cinode.
What the Oneflow integration does
The Oneflow integration simplifies and automates the creation and management of contracts. By linking Cinode data directly with Oneflow templates, you can:
Seamless Contract Creation: Generate contracts effortlessly from Cinode project data, ensuring accuracy and consistency.
Automated Data Handling: Populate contracts with up-to-date customer details, roles, and pricing directly from Cinode.
Integrated Signing Process: Manage the entire signing workflow within Oneflow, ensuring a smooth and secure experience.
Contracts can be created directly from the overview pages of projects, subcontractors, or candidates in Cinode, offering flexibility and ease of use.
Getting started
Log in to Oneflow:
Navigate to Oneflow Extensions.
Activate the Cinode extension.
Generate and Copy Access Token:
Follow the instructions to generate an access token.
Copy the token for use in Cinode.
Install the Oneflow App in Cinode:
Go to
Administration > Integrations > Apps > Directory > Oneflowin Cinode.Click Install and then Accept & Install.
Add the Oneflow Access Token:
Navigate to the Oneflow app page in Cinode.
Click Settings and paste the access token copied from Oneflow.
Using the integration
Finding and Using Templates in Cinode
Access Requirements:
Partner Manager or Manager permission level.
Business or Partner module must be active.
Steps to Create a Oneflow Contract via Cinode:
Open a won project in Cinode. There you can see the "Oneflow documents" panel.
Include a participant in your contract by first adding a customer contact:
Navigate to the "Persons" tab in the project interface.
Click + and add a customer contact.
Ensure the contact details are accurate for use in the contract.
In the Project overview, click + to create a new document.
Select the workspace, template(s), and provide an agreement name.
Use the "Open the agreement in Oneflow" option to finalize your template directly in Oneflow.
Note: Ensure your customer information in Cinode is accurate, as it will populate the Oneflow template automatically.
Setting up Cinode Templates in Oneflow
Refer to Official Documentation:
Follow Oneflow’s guidelines for using data fields in templates.
Select the template group: Cinode Templates.
Ensure User Permissions:
The Oneflow user creating documents must have the "Create documents from templates" permission.
Convert Existing Templates:
Change the template group to Cinode Templates to enable compatibility.
Including Roles in Project Contracts
Roles in Cinode are automatically included as “products” in Oneflow contracts, provided a product table is added to the selected template.
Adding a Product Table
Add a product table by clicking the yellow + and selecting "Product Table."
Click the small cogwheel and choose Edit Columns.
Ensure the following fields are included:
Name
Description
Price 1 (hourly rate)
Price 2 (fixed rate)
Important Notes
The "Value" field is not used and should be unticked.
Price columns will only populate if all roles have rates in the same currency as the project.
Data Field Mapping
Add a product table and select the Data Field option.
Map the appropriate Cinode fields to Oneflow data fields.
In the description field, include details such as "Extent" and "Name."
Once mapping is complete, your contract should look similar to the example provided in the documentation.