Google Drive + Monax + Formatter by Zapier
Back up active agreements in Monax to Google Drive (multiple documents)
When this happens
Step 1: An Agreement Has Status
Then do this
Step 2: Utilities
Then do this
Step 3: Upload File
Effortlessly manage your agreements with this integration, which automatically saves your new active digital agreements in Monax to a specified folder in Google Drive. Ensure your data's resiliency with no added clicks or keystrokes.
Note: If you have a single document in your digital agreement, use the separate Zap for that.
An Agreement Event Has OccurredTriggers when an agreement obligation or notification has been initiated.Trigger- An Agreement Has StatusTriggers when an agreement or agreement draft has a specific status.Trigger
- Add Document to AgreementUpload a file as a new document for an agreement.Action
- Add Terms to AgreementAdd additional terms as structured fields to the agreement.Action
- Complete Obligation on an AgreementComplete an obligation of an agreement.Action
- Create an Agreement From a TemplateCreate a new agreement based on a pre-existing template.Action
- Find an AgreementSearch for an in-progress, active, or completed agreement by name or ID.Action
- Find an ObligationSearch for a an obligation by name.Action
- Formatter by Zapier
Work with dates and times to change formatting or add/subtract time (with line-item support).
Scheduled
Action
- Formatter by Zapier
Work with numeric data to do math operations, reformat currencies, and more (with line-item support).
Scheduled
Action
- Formatter by Zapier
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
Scheduled
Action
- Formatter by Zapier
Various utilities like "choose value from list" or "look up in table" (with line-item support).
Scheduled
Action
- Google Drive
Triggers when any new file is added (inside of any folder).
Scheduled
Trigger
- Google Drive
Triggers when a new file is added directly to a specific folder (but not its subfolders).
Scheduled
Trigger
- Google Drive
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
Scheduled
Trigger
- Google Drive
Triggers when a file is updated in a specific folder (but not its subfolders).
Scheduled
Trigger
- Google Drive
Create a copy of the specified file.
Scheduled
Action
- Google Drive
Copies an existing file from another service to Google Drive.
Scheduled
Action
- Google Drive
Create a new, empty folder.
Scheduled
Action
- Google Drive
Move a file from one folder to another.
Scheduled
Action
- Google Drive
Create a new file from plain text.
Scheduled
Action
- Google Drive
Upload a file to Drive, that replaces an existing file.
Scheduled
Action
- Google Drive
Adds a sharing scope to the sharing preference of a file. Does not remove existing sharing settings. Provides a sharing URL.
Scheduled
Action
- Google Drive
Search for a specific file by name.
Scheduled
Action
- Google Drive
Search for a specific folder by name.
Scheduled
Action
- Google Drive
Finds or creates a specific file v2.
Scheduled
Action
- Google Drive
Finds or creates a specific folder v2.
Scheduled
Action
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