Jobber + monday.com
Update items on monday.com when new quotes are created in Jobber
This workflow starts when you create a new quote in Jobber and reflects those changes in monday.com by updating an item. It's an ideal solution for maintaining consistent data across both platforms. With this automated process, you'll save time and ensure your sales or project data is always up to date, providing a seamless experience for managing your business operations.
This workflow starts when you create a new quote in Jobber and reflects those changes in monday.com by updating an item. It's an ideal solution for maintaining consistent data across both platforms. With this automated process, you'll save time and ensure your sales or project data is always up to date, providing a seamless experience for managing your business operations.
- When this happens...New Quote Created
Triggers when a quote is created.
- automatically do this!Update Item
Change multiple column values of an item
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