Plumsail Documents + Monax Integrations
How to connect Plumsail Documents + Monax
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
An Agreement Event Has OccurredTriggers when an agreement obligation or notification has been initiated.Trigger- An Agreement Has StatusTriggers when an agreement or agreement draft has a specific status.Trigger
- Add Document to AgreementUpload a file as a new document for an agreement.Action
- Add Terms to AgreementAdd additional terms as structured fields to the agreement.Action
- Complete Obligation on an AgreementComplete an obligation of an agreement.Action
- Create an Agreement From a TemplateCreate a new agreement based on a pre-existing template.Action
- Monax
Search for an in-progress, active, or completed agreement by name or ID.
Scheduled
Action
- Monax
Search for a an obligation by name.
Scheduled
Action
How Plumsail Documents + Monax Integrations Work
- Step 1: Authenticate Plumsail Documents and Monax.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Plumsail Documents
Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.
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