Monax and Salesflare
How to connect Monax
- Via Zapier — 8 operations available. Set it up ↗
About Monax
Smart, simple, secure digital contracting
Monax operations on Zapier
Triggers (2)
Start a workflow when this happens
- An Agreement Event Has Occurred — Triggers when an agreement obligation or notification has been initiated.
- An Agreement Has Status — Triggers when an agreement or agreement draft has a specific status.
Actions (4)
Things Salesflare can make it do
- Add Document to Agreement — Upload a file as a new document for an agreement.
- Add Terms to Agreement — Add additional terms as structured fields to the agreement.
- Complete Obligation on an Agreement — Complete an obligation of an agreement.
- Create an Agreement From a Template — Create a new agreement based on a pre-existing template.
Searches (2)
Look up existing records
- Find an Agreement — Search for an in-progress, active, or completed agreement by name or ID.
- Find an Obligation — Search for a an obligation by name.
Similar apps
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free