Overview
Attio is the CRM where you manage your deals from lead to close. Oneflow is a modern contract platform that goes beyond simple e-signatures, enabling live, interactive documents. A true SDK-level integration between them creates the ultimate deal-closing workspace: a system where your team can generate, send, and manage dynamic, collaborative contracts entirely from within the Attio deal record.
However, standard e-signature integrations barely scratch the surface of what's possible, often just syncing 'sent' and 'signed' statuses. This forces your sales team to constantly switch between tools and leaves leadership with no visibility into the crucial negotiation phase. The definitive solution is a deep integration built using the Oneflow SDK. We build a custom contract management application that lives inside Attio, giving you granular, real-time control over the entire contract lifecycle.
Our Approach
Novlini uses the Oneflow SDK and Attio's flexible data model to build a bespoke contract tool that works completely inside your CRM, moving you beyond simple e-signatures to true contract automation.
Generate Contracts Directly in Attio: Build a custom interface within an Attio record where your team can select a Oneflow template. It automatically populates with customer and deal data from Attio, ensuring every contract is accurate and ready to send in seconds.
Live Activity and Event Tracking: Get a complete, real-time history of every contract. Go beyond simple status updates to see every granular detail like when a contract is viewed, a comment is added, or a field is edited by the prospect right in the Attio activity timeline.
Enable Interactive, Two-Way Contracts: Leverage Oneflow's most powerful feature. Allow clients to make changes in the contract, like choosing an add-on or adjusting quantities, and have that information automatically sync back to update the deal record in Attio.
Secure and Centralized Document Storage: Maintain a perfect archive. Once a contract is signed, a final, legally-binding PDF is automatically downloaded from Oneflow and attached to the correct record in Attio, ensuring you have a secure and easy-to-find copy.
Proven Results
This advanced integration is perfect for sales teams that manage a high volume of complex or customizable contracts. It dramatically speeds up the quote-to-cash process by eliminating tool-switching and providing complete visibility into the negotiation pipeline. Clients reduce the risk of manual errors and empower their legal and leadership teams with a clear, real-time view of all contracts in progress.
See It In Action
We implement this integration to automate the most critical, time-consuming parts of the sales cycle. Here's an example:
Tandem Health: Building a one-click contract generation workflow with Oneflow that saves their sales team hours of manual work every week.
Read the full case study - here.