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Monax Integration

ApproveThis manages your Monax Integration approvals.

April 17, 2025

Integration Category: Documents

When Contracts Meet Approvals

Modern businesses face a double challenge: contracts need precise legal wording while approvals require fast decision-making. Monax delivers smart contract management, while ApproveThis accelerates stakeholder sign-offs. Connected through Zapier, these platforms create a closed-loop system where contracts trigger approvals and approvals activate contractual obligations – all without manual handoffs.

Consider this: 68% of legal teams report delayed agreements due to approval bottlenecks (Gartner). By linking Monax's automated contracting with ApproveThis' structured workflows, companies reduce cycle times by 40-60% while maintaining compliance. Legal gets air-tight documents, operations keeps projects moving, and finance maintains budget control.

Why This Integration Matters

Monax excels at creating enforceable digital contracts but isn't built for multi-layer approvals. ApproveThis specializes in routing decisions but doesn't draft legal documents. Together, they cover the full lifecycle:

Key Connections

Contract → Approval: When Monax detects a new agreement event (e.g., contract renewal), ApproveThis automatically routes it to department heads for review.

Approval → Action: Once approved in ApproveThis, Monax instantly generates the final contract or triggers a compliance obligation.

Critical Advantages

No duplicate data entry: Contract terms flow directly into approval requests
External collaboration: Clients approve terms via email without needing Monax logins
Enforceable audit trails: Every approval ties back to specific contract clauses

Real-World Workflows

1. Contract Event → Legal Approval

How it works: Monax detects a new agreement obligation (e.g., vendor payment clause). Zapier creates an ApproveThis request for the CFO's team. Upon approval, Monax releases payment per contract terms.

Who uses this:
Manufacturing: Approve raw material purchases against supplier contracts
Healthcare: Validate compliance with patient data agreements before sharing records

2. Approval → Contract Generation

How it works: Sales negotiates custom terms. ApproveThis routes the deal for legal review. Once approved, Monax auto-generates the final contract using pre-approved templates.

Who uses this:
Enterprise Sales: Turn approved NDAs into binding docs in 15 minutes vs. 3 days
Nonprofits: Convert grant approvals into compliant funding agreements

3. Approval → Obligation Completion

How it works: When ApproveThis confirms a project milestone approval, Monax automatically marks the related contractual obligation as fulfilled.

Who uses this:
Construction: Link approved phase completions to contract payouts
SaaS: Auto-fulfill SLA obligations upon uptime verification

Technical Setup Made Simple

Connecting Monax and ApproveThis takes under 20 minutes:

Step 1: Core Connection

1. Create a Zapier account
2. Choose "Monax" as trigger app
3. Select "ApproveThis" as action app

Step 2: Key Configurations

• Map Monax contract fields to ApproveThis request templates
• Set approval thresholds matching contract values (e.g., auto-approve under $10K)
• Enable email fallbacks for approvers without Monax access

Pro Tips

• Use ApproveThis' Calculated Fields to auto-determine approval paths based on contract amounts
• Activate Vacation Delegation to prevent contract delays during holidays
• Apply Conditional Logic to route high-risk contracts to legal first

Team-Specific Benefits

Legal Teams

Reduce non-compliant "rogue agreements" by ensuring all contracts route through approval workflows. Monax maintains version control while ApproveThis documents who approved exceptions.

Procurement

Auto-approve repeat orders under contract terms while flagging off-contract purchases. Real-time tracking prevents duplicate orders waiting for approvals.

Compliance Officers

Generate audit-ready reports showing contract obligations tied to specific approvals. Escalate high-risk items via ApproveThis' multi-tier workflows.

Finance

Link payment approvals directly to contractual due dates. Use Approval Thresholds to require CFO sign-off on contracts exceeding budget caps.

Beyond Basic Automation

While Zapier handles the initial connection, ApproveThis adds layers of control most approval tools lack:

Dynamic Escalations

If a Monax contract amendment exceeds $50K, ApproveThis can:
1. Require sequential approvals from legal → CFO → CEO
2. Auto-denied if not reviewed within 72 hours
3. Notify Monax to pause related obligations until resolved

Cross-Platform Visibility

Approvers see contract excerpts directly in approval requests via Calculated Fields. No need to jump between Monax and email – context stays embedded.

Client-Friendly Approvals

External partners approve contract changes via email without Monax licenses. ApproveThis tracks their decision while Monax enforces permissions on document access.

Getting Started

To implement these workflows:

1. Sign up for ApproveThis (14-day trial)
2. Connect your Monax account
3. Build your first Zap in under 10 minutes

For complex contract scenarios, schedule a demo to see conditional logic and escalation paths tailored to your agreements.

🥳

Integrate with Monax Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

Learn More

Best Approval Workflows for Monax

Suggested workflows (and their Zapier components) for Monax

Create approval request for new agreement events

When a new agreement event occurs in Monax, this integration creates an approval request in ApproveThis to ensure obligations are reviewed promptly. It streamlines decision-making and keeps the approval process transparent. *Note: Ensure all required fields are correctly mapped in the approval request.*

Zapier Components

Monax Logo

Trigger

An Agreement Event Has Occurred

Triggers when an agreement obligation or notification has been initiated.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create agreement from new approval requests

When a new approval request is received in ApproveThis, this automation generates an agreement from a template in Monax. The integration accelerates document creation based on approved workflows. *Note: Verify that approval details are correctly mapped to the agreement template fields.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Monax Logo

Action

Create an Agreement From a Template

Create a new agreement based on a pre-existing template.

Complete agreement obligation for approved requests

Once an approval request is completed in ApproveThis, this automation finalizes the corresponding agreement obligation in Monax. It helps teams quickly move from decision to execution without missing a step. *Note: Confirm that the approval outcome aligns with the intended obligation completion criteria.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Monax Logo

Action

Complete Obligation on an Agreement

Complete an obligation of an agreement.