Creating an Agreement from Zapier
Before you can start creating agreements through our CRMS and Zapier there are two prerequisites you need.
- A template set up on Monax to create agreements from: If you’re unsure how to do that review our section called The Basics.
- A Zapier Account: If you navigate to the Zapier Website and follow any of their many signup buttons you should be able to create a free account immediately.
Once you have both of those created you can now begin to integrate. For the example steps you’re about to follow I’m going to be using Airtable as my CRM of choice and show you how quickly you can get up and running.
Creating a Zap: Using Airtable to Create an Agreement from Template
- Go to Zapier: Navigate to Zapier and login in or Sign up if this is your first time.
- Click “Make a Zap”: Once you’re logged in click on the “Make a Zap” buttons to enter their Zap builder.
- Title your Zap: On the top left corner provide a name for your Zap. In the example we use Airtable x Monax but feel free to be more descriptive like, “Trigger Monax NDA via Airtable Sales CRM”.
- Find your CRM: In the first step of your Zap you need to define a trigger. This is an event that will later inform Monax to create an agreement. In the search input feel free to look for the app of your choice. In the example we use Airtable.
- Select your Event: Once you’ve selected your app Zapier needs to know what event you’d like to drive this integration. In the Airtable use case we can use the New Record event which will trigger and down steam actions based on whenever a new record is added to the CRM. If that event is too loose, meaning you don’t always want to send an agreement when a contact is added but rather when they become a certain customer type, then you can use their New or Update Record trigger which will only run when a specific column is updated in a customer’s record. All apps will have different events so make sure to review all your options before selecting one or contact our team. We’re happy to talk through your best options for your use case.
- Authenticate your Account: Once your event is selected you’ll need to authenticate. To do so you should see a big blue button asking you to sign in. If you’ve already signed before you’ll see a dropdown of your profiles. Every app has their own way of authenticating, some use Social Logins and others use API keys. If you’re ever confused don’t hesitate to contact our team or review the details for that specific app. Once authenticated click continue.
- Set up trigger: Now that you’re authenticated you can now set up your trigger and inform Zapier where they should listen to in order to trigger your actions. Again every App handles this a little differently, but for most CRM’s you’ll be asked to select the base where you’ll be adding or updating records. In the Airtable example we choose the base SalesCRM and the table Contacts where we have a column titled NDA Time Sent. This column is a “Last Modified” type which is watching another column called “Send NDA”. This cascade is designed so the next time we update the Send NDA column the Last Modified time will update which will send all the information about that client to Zapier. We use this later data to populate our NDA.
- Test Trigger: The last step to set up your trigger is to give it a quick test. By testing it, it allows us to make sure a) everything is working and b) gives us a preview of the data we’ll be able to send as part of our second step.
- Add Monax as your Action: Now that you have your trigger set up you’ll need to set up your action. For that, you’ll need to add Monax as our app. As you did earlier, to find your preferred CRM search for Monax in the present input and select the first one that pops up.
- Select Action Event: Prior you were looking for events to listen to now you want to have events that create or start action for us on Monax. In this case you want to Create an Agreement from a Template so select the first option from the dropdown, but we encourage you to explore the other actions and think about how they can incorporate into your workflow as well.
- Authenticate with Monax: Similar to before, you should be requested to sign in to Monax. Please follow the prompts to do so, and if there are any issues please contact our team.
- Select a Template: Now that you’re authenticated you can start transferring information from your CRM to the agreement you’re about to create. To do so, you first need to indicate which template you’d like to turn into an agreement in the workflow. A dropdown will appear listing all the templates you have access to on the platform. Feel free to select the template here.
- Populating the Agreement: With your template selected, the form should expand asking you to provide information for the Parties, Dates, and Terms defined in your template. Go through each input field and supply the relevant information from your CRM by activating the dropdown and searching for that information or by customizing it via the input provided.
- Test and Review: Once you provide all the relevant information you’re all set to test and review. Feel free to click either test button on the last section of your action. Once the test is complete, navigate over to Monax and see if your agreement has been created.
- Turn on your Zap: Lastly, now that you’ve tested and seen your agreement generate, feel free to turn on your Zap. That way the next time you update your CRM that agreement will be triggered. If you’d like to do more testing, feel free to leave it off or send the test agreements to test accounts.