Connect Monax to Citima and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Monax with Citima - no code necessary. See how you can get setup in minutes.

Select a trigger from Monax

A trigger is an event that starts your Zap and runs the workflow. For example, with Monax, a trigger could be "An Agreement Event Has Occurred."

A trigger is the event that kicks off your automated workflow.

Setup an action from Citima

An action is what takes place after the automation is triggered. For example, with Citima, the action could be "Create Transaction Lead."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Monax to Citima

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect Monax and Citima to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Monax and Citima to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

An Agreement Event Has Occurred
Triggers when an agreement obligation or notification has been initiated.
Trigger
Instant
Try It
- Agreement ID
  Required
- Document file name
- Document contents
- Document file extension
- Document file type
Action
Write
- Agreement ID
  Required
- Agreement ID
  Required
Action
Write
- Document file name
- Agreement ID
  Required
Action
Search
Folder Completed
Triggers when there is a folder 100% completed by a prospect.
Trigger
Scheduled
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New Buyer Seller
Triggers when there is a new buyer and seller lead.
Trigger
Scheduled
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New Transaction Lead
Triggers when there is a new transaction lead.
Trigger
Scheduled
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Transaction Project Updated
Triggers when there is a transaction project updated.
Trigger
Scheduled
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New Property Created
Triggers when there is a new property created (manually or programmatically).
Trigger
Scheduled
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Property Updated
Triggers when there is an update for a property (manually or programmatically).
Trigger
Scheduled
Try It
- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- Email
  Required
- Property Reference
  Required
Action
Write
- Property id
  Required
Action
Write

- Agreement Status
  Required
Trigger
Instant
Try It
- Agreement ID
  Required
- Term fields
- Viewable by all parties?
  Required
Action
Write
- Agreement ID
  Required
Action
Write
- Agreement ID
  Required
- Document file name
Action
Search
New Rent Lead Eligible
Triggers when there is a new rent lead eligible.
Trigger
Scheduled
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New Inquiry
Triggers when there is a new inquiry for the agency.
Trigger
Scheduled
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New Rent Lead
Triggers when there is a new rent lead contact.
Trigger
Scheduled
Try It
Rent Project Updated
Triggers when there is a rent project updated.
Trigger
Scheduled
Try It
Property Status Updated
Triggers when there is an update of the status of a property (available or not).
Trigger
Scheduled
Try It
- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- Email
  Required
- Property Reference
  Required
Action
Write
- Property id
  Required
Action
Write

About Monax

Smart, simple, secure digital contracting

Help

Related categories

Documents

About Citima

Citima is a new, indispensable customer relation manager (crm) for real estate advisors.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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Connect Monax to Citima and automate any workflow

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Select a trigger from Monax

Setup an action from Citima

That’s it! You just connected Monax to Citima

Connect Monax and Citima to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect Monax and Citima to unlock the power of automation

Supported triggers and actions

Join millions worldwide who automate their work using Zapier

PRODUCTS

CAPABILITIES

By team

By app

By use case

Connect @media (min-width: 1024px){.css-1vk2mvk{display:inline-block;}}Monax to Citima and automate any workflow

How Zapier works

Select a trigger from Monax

Setup an action from Citima

That’s it! You just connected Monax to Citima

Connect Monax and Citima to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect Monax and Citima to unlock the power of automation

Supported triggers and actions

Join millions worldwide who automate their work using Zapier

Connect Monax to Citima and automate any workflow