• Monax logoMonax logo
  • Salesforce logoSalesforce logo

Monax + Salesforce Integrations

How to connect Monax + Salesforce

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

When this happens...
automatically do this!

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

By signing up, you agree to Zapier’s Terms of Service and Privacy Policy
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy
  • Monax triggers, actions, and search
    An Agreement Event Has Occurred
    Triggers when an agreement obligation or notification has been initiated.
    Trigger
    Instant
  • Monax triggers, actions, and search
    An Agreement Has Status
    Triggers when an agreement or agreement draft has a specific status.
    Trigger
    Instant
  • Monax triggers, actions, and search
    Add Document to Agreement
    Upload a file as a new document for an agreement.
    Action
    Write
  • Monax triggers, actions, and search
    Add Terms to Agreement
    Add additional terms as structured fields to the agreement.
    Action
    Write
  • Monax triggers, actions, and search
    Complete Obligation on an Agreement
    Complete an obligation of an agreement.
    Action
    Write
  • Monax triggers, actions, and search
    Create an Agreement From a Template
    Create a new agreement based on a pre-existing template.
    Action
    Write
  • Monax triggers, actions, and search
    Find an Agreement
    Search for an in-progress, active, or completed agreement by name or ID.
    Action
    Search
  • Monax triggers, actions, and search
    Find an Obligation
    Search for a an obligation by name.
    Action
    Search
  • Salesforce

    Triggers when a new outbound message is received in Salesforce.

    Instant

    Trigger

  • Salesforce

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    Scheduled

    Trigger

  • Salesforce

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Trigger

  • Salesforce

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Scheduled

    Trigger

  • Salesforce

    Adds an existing contact to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Adds an existing lead to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Creates a new attachment (max 25MB).

    Scheduled

    Action

  • Salesforce

    Creates a new contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Updates an existing contact in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing lead in Salesforce.

    Scheduled

    Action

  • Salesforce

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose.

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

    Scheduled

    Action

  • Salesforce

    Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

    Scheduled

    Action

  • Salesforce

    Find a record. Optionally create a record if not found.

    Scheduled

    Action

How Monax + Salesforce Integrations Work

  1. Step 1: Authenticate Monax and 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.
monax logo
monax logo

About Monax

Smart, simple, secure digital contracting

Related categories

salesforce logo
salesforce logo

About Salesforce

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

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

Or
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy