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Monax + Salesforce

Populate Monax agreements for newly-updated Salesforce records

Empower your sales team to act quickly and keep sales momentum high by not waiting on legal processes and procedures to close deals. This integration automatically populates agreement information in Monax whenever a specified record updates in Salesforce, reducing mistakes and freeing you up to focus on more important work.

Empower your sales team to act quickly and keep sales momentum high by not waiting on legal processes and procedures to close deals. This integration automatically populates agreement information in Monax whenever a specified record updates in Salesforce, reducing mistakes and freeing you up to focus on more important work.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    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.).

    TriggerScheduled
  2. automatically do this!
    MonaxMonax
    Create an Agreement From a Template

    Create a new agreement based on a pre-existing template.

    ActionWrite
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About Monax

Smart, simple, secure digital contracting

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About Salesforce

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