Google Sheets + Monax

Populate Monax agreements with new rows in Google Sheets

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.

When this happens...
New Spreadsheet Row
Triggered when a new row is added to the bottom of a spreadsheet.
TriggerInstant
automatically do this!
Create an Agreement From a Template
Create a new agreement based on a pre-existing template.
ActionWrite

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