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Monax + Salesforce Integrations

How to connect Monax + Salesforce

Zapier lets you send info between Monax and Salesforce automatically—no code required.

When this happens...
MonaxMonax
An Agreement Event Has Occurred

Triggers when an agreement obligation or notification has been initiated.

automatically do this!
SalesforceSalesforce
Add Contact to Campaign

Adds an existing contact to an existing campaign.

Supported triggers and actions

What does this mean?

How Monax + Salesforce Integrations Work

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

About Monax

Smart, simple, secure digital contracting

Related categories

  • Documents
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn More

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