Monax + Quick Base Integrations

How to connect Monax + Quick Base

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An Agreement Event Has Occurred
Triggers when an agreement obligation or notification has been initiated.
Trigger
Instant
An Agreement Has Status
Triggers when an agreement or agreement draft has a specific status.
Trigger
Instant
Add Document to Agreement
Upload a file as a new document for an agreement.
Action
Write
Add Terms to Agreement
Add additional terms as structured fields to the agreement.
Action
Write
Complete Obligation on an Agreement
Complete an obligation of an agreement.
Action
Write
Create an Agreement From a Template
Create a new agreement based on a pre-existing template.
Action
Write
Find an Agreement
Search for an in-progress, active, or completed agreement by name or ID.
Action
Search
Find an Obligation
Search for a an obligation by name.
Action
Search
Quick Base
Triggers when a new record is created.
Scheduled
Trigger
Quick Base
Creates a new record in a Quick Base table.
Scheduled
Action
Quick Base
Creates or updates records in a Quick Base table based off a provided merge field. Be aware all mapped fields will be over written with values
Scheduled
Action
Quick Base
Deletes a record in a Quick Base table.
Scheduled
Action
Quick Base
Updates a record in a Quick Base table.
Scheduled
Action
Quick Base
Finds an existing record.
Scheduled
Action
Quick Base
Finds an existing record.
Scheduled
Action

Step 1: Authenticate Monax and Quick Base.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.