Google Sheets + Monax

Populate Monax agreements with new rows in Google Sheets

When this happens
Step 1: New Spreadsheet Row
Then do this
Step 2: Create an Agreement From a Template

When creating repetitive documents, it is often much easier and safer to enter data into a spreadsheet than to enter that same information into a webform. This integration populates agreement information in Monax whenever a new row is created in a specified Google Sheets spreadsheet, thereby significantly reducing mistakes in the creation of repetitive legal documents.

Try this template

Supported triggers and actions

What does this mean?

New Spreadsheet Row (Team Drive)
Triggered when a new row is added to the bottom of a spreadsheet - works best with Team Drives.
Trigger
Scheduled
New Spreadsheet Row
Triggered when a new row is added to the bottom of a spreadsheet.
Trigger
Instant
New Spreadsheet
Triggered when you create a new spreadsheet.
Trigger
Scheduled
New or Updated Spreadsheet Row (Team Drive)
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
Trigger
Scheduled
New or Updated Spreadsheet Row
Triggered when a new row is added or modified in a spreadsheet.
Trigger
Instant

New Worksheet
Triggered when you create a new worksheet in a spreadsheet.
Trigger
Scheduled
Create Spreadsheet Column
Create a new column in a specific spreadsheet.
Action
Write

Create Spreadsheet Row
Create a new row in a specific spreadsheet.
Action
Write

Google Sheets
Create one or more new rows in a specific spreadsheet (with line item support).
Scheduled
Action
Google Sheets
Create a new worksheet by copying an existing worksheet.
Scheduled
Action
Google Sheets
Create a blank spreadsheet or duplicate an existing spreadsheet. Optionally, provide headers.
Scheduled
Action
Google Sheets
Create a blank worksheet with a title. Optionally, provide headers.
Scheduled
Action
Google Sheets
Deletes the content of a row in a specific spreadsheet. Deleted rows will appear as blank rows in your spreadsheet. Please use with caution.
Scheduled
Action
Google Sheets
Update a row in a specific spreadsheet.
Scheduled
Action
Google Sheets
Finds many matched rows (10 max.) by a column and value.
Scheduled
Action
Google Sheets
Returns many rows (20 max.) as a single JSON value and flat rows (line items).
Scheduled
Action
Google Sheets
Finds a row by a column and value. Returns the entire row if one is found.
Scheduled
Action
Google Sheets
Finds or creates a specific lookup row.
Scheduled
Action
Monax
Triggers when an agreement obligation or notification has been initiated.
Instant
Trigger
Monax
Triggers when an agreement or agreement draft has a specific status.
Instant
Trigger
Monax
Upload a file as a new document for an agreement.
Scheduled
Action
Monax
Add additional terms as structured fields to the agreement.
Scheduled
Action
Monax
Complete an obligation of an agreement.
Scheduled
Action
Monax
Create a new agreement based on a pre-existing template.
Scheduled
Action
Monax
Search for an in-progress, active, or completed agreement by name or ID.
Scheduled
Action
Monax
Search for a an obligation by name.
Scheduled
Action