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Populate Monax agreements for newly-updated Salesforce records

  1. When this happensStep 1: Updated Field on Record

  2. Then do thisStep 2: Create an Agreement From a Template

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.

Connect Monax + Salesforce in Minutes

It's easy to connect Monax + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

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