Monax + Salesforce

Populate Monax agreements for newly-updated Salesforce records

  1. When this happens

    Step 1: Updated Field on Record

  2. Then do this

    Step 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.

Supported triggers and actions

What does this mean?
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About Monax

Smart, simple, secure digital contracting

Related categories

  • Documents
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