Populate Monax agreements for newly-updated Salesforce records
When this happensStep 1: Updated Field on Record
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.