Monax and Salesflare

How to connect Monax

Smart, simple, secure digital contracting

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.

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.

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.

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