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monday.com + QuoteCloud

Update monday.com columns when document status changes in QuoteCloud

Streamline your document management process with this workflow. When a document status is updated in QuoteCloud, it instantly adjusts multiple column values in your monday.com board. This seamless integration not only enhances your productivity but also ensures your monday.com data is always current with your latest QuoteCloud updates. Enjoy easy and effective project tracking without the manual data updating tasks.

When this happens...
Document Status ChangedTriggers when a document changes to the specified status within your account.
TriggerInstant
automatically do this!
Update ItemChange multiple column values of an item
ActionWrite

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More things you can do with QuoteCloud and monday.com

Discover other triggers and actions you can use with QuoteCloud and monday.com

New Contact Created
Triggers when a new contact is added to the address book.
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Contact Updated
Triggers when a QuoteCloud contact genuinely changes.
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Document Created
Triggers when a customer QuoteCloud document is fully created.
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- Delivery Status
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Document Part Paid
Triggers when a QuoteCloud document is partially paid.
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Document Review Accepted
Triggers when a QuoteCloud document workflow review is accepted.
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- Document Status
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- Change Type
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Recipient Signed Document
Triggers when an identified recipient completes every signature field assigned to them.
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Instant
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- Document Number
  Required
Action
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- Document Number
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- Copy Type
  Required
- New Document Title
Action
Write
- Document Title
  Required
- Document Subtitle
- Replace Existing Pricing Table Rows
- Table API Link Id
- Line Item Label
- Line Item Notes
- Row Type
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- Price
- Quantity
- Term Based Product
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- Term
- Tax Type
- Tax
- Discount Type
- Discount
- Cost
- Auto Send Document
  Required
- Send to Email Addresses
- Send CC Email Addresses
- Send Email Subject
- Send Email Body
- Send Email Attach PDF
Action
Write
- QuoteCloud Product Id
- Product Short Name (Unique)
  Required
- Folder Name
  Required
- Sub Folder
- Sub Folder 2
- Pricing Table Line Item Name
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- Product SKU
- Description
- Price
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- Published Product
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- Recipients Can Edit Quantity
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- Recipient Can Edit Term
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- Term Based Pricing
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- Product Pricing Term
- Product Default Quantity
- Lock Pricing Label
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- Lock Pricing Value
  Required
- Lock Term Value
  Required
- Lock Pricing Notes
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- Product Image 1
- Product Image 2
- Product Image 3
- Product Image 4
- Product Image 5
Action
Write
- Document Number
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- PDF Mode
  Required
Action
Write
- Document Number
  Required
Action
Write
- Document Number
  Required
- To
  Required
- CC
- BCC
- Email Subject
- Email Content
- Attach Document PDF
- Document Expires At
Action
Write
- Find Contact By
  Required
- Existing Email Address or Contact ID
  Required
- New Email Address
- First Name
- Last Name
- Phone Number
- Mobile Number
- Job Title
- Address
- Company Name
- Company Account Reference
Action
Write
- Document Number
  Required
- Comment Reference
  Required
- Action
  Required
Action
Write
- Document Number or Reference
  Required
- New Status
  Required
- Outcome Reason
Action
Write
- Document Number
  Required
- Detail Level
  Required
Action
Search
- Delivery Reference
  Required
Action
Search
- Email Address
  Required
- First Name
  Required
- Last Name
- Phone Number
- Mobile Number
- Job Title
- Address
- Company Name
- Company Account Reference
Action
Search
- Search By
  Required
- SKU or Product ID
  Required
Action
Search
- Document Status
- Owner Email
- Document Source
- Created After
- Created Before
- Page Size
- Page Cursor
Action
Search
- Product State
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- Page Size
- Page Cursor
Action
Search
- QuoteCloud Product Id
- Product Short Name (Unique)
  Required
- Folder Name
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- Sub Folder
- Sub Folder 2
- Pricing Table Line Item Name
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- Product SKU
- Description
- Price
  Required
- Published Product
  Required
- Recipients Can Edit Quantity
  Required
- Recipient Can Edit Term
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- Term Based Pricing
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- Product Pricing Term
- Product Default Quantity
- Lock Pricing Label
  Required
- Lock Pricing Value
  Required
- Lock Term Value
  Required
- Lock Pricing Notes
  Required
- Product Image 1
- Product Image 2
- Product Image 3
- Product Image 4
- Product Image 5
Action
Search or write
- Formula_columns_notice
- Item_created_in_board_copy
- Board ID
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Instant
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New Board
Triggers when a new board is created.
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- Formula_columns_notice
- Board ID
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- Column IDs
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- Formula_columns_notice
- Board ID
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- Column ID
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- Formula_columns_notice
- Board ID
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New User
Triggers when a new user joins your monday.com account.
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- Board ID
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- Group ID
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- Formula_columns_notice
- Board ID
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- Item ID
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- New Item Name Value
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Action
Write
- Board Name
  Required
- Board Kind
  Required
- Template Id
- Workspace Id
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- Board ID
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- Group Name
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Action
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- Formula_columns_notice
- Board ID
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- Item Name
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- Subitem Name
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Action
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- Board ID
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- Group ID
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Action
Write
- Board ID
  Required
- Group ID
  Required
- New Group Title
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Action
Write
- Formula_columns_notice
- Board
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- Item
  Required
- Group
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Column
  Required
- File
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- File Name
  Required
Action
Write
- Formula_columns_notice
- Find_items_limit_notice
- Board
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- Column to Search
  Required
- Include Subitems?
- Include Updates?
Action
Search
- Board ID
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- User :
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Action
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- Formula_columns_notice
- Board ID
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- Item ID
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- Column
Action
Search
- Board
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- Group
  Required
Action
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- Board ID
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- User :
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Contact Removed
Triggers when a QuoteCloud contact is deleted, using its safe pre-delete snapshot.
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- Comment Event
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Document Delivery Failed
Triggers when an email bounces or document delivery fails.
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Document Expired
Triggers when a QuoteCloud document expires.
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- Payment Event
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Document Review Requested
Triggers when a QuoteCloud document enters workflow review.
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Form Submitted on Document
Triggers when a recipient submits a form on a document.
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Recipient First Viewed Document
Triggers when an identified private recipient first views a document.
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Instant
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- Document Number
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- Existing Contact
- First Name
- Last Name
- Email Address
- Phone Number
- Mobile Number
- Job Title
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- Account Reference
- Recipient Role
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- Notify Document Owner When Opened
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Action
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- Delivery Reference
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Action
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- Email Address
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- First Name
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- Last Name
- Phone Number
- Mobile Number
- Job Title
- Address
- Company Name
- Company Account Reference
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- Document Number
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- Comment
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- Document Number
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- Decision
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- Reason
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- Delivery Reference
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- New Delivery Time
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- Time Zone
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- Delivery Reference
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Action
Write
- Document Number
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- Document Number
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- Title
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- Forecast Confidence
- Forecast Estimated Value
- Clear Fields
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- Document Number
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- Recipient Reference
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- Email Address
- Phone Number
- Mobile Number
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- Search By
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- Email Address or Contact ID
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- Search By
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- Search Value
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- Product Short Name (Unique)
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- Folder Name
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- Pricing Table Line Item Name
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- Price
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- Published Product
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- Recipients Can Edit Quantity
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- Recipient Can Edit Term
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- Term Based Pricing
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- Product Pricing Term
- Product Default Quantity
- Lock Pricing Label
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- Lock Pricing Value
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- Lock Term Value
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- Lock Pricing Notes
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- Product Image 1
- Product Image 2
- Product Image 3
- Product Image 4
- Product Image 5
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- Page Size
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Search
- Document Number
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- Email Address
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- First Name
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- Last Name
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- Job Title
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- Company Name
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- Formula_columns_notice
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Instant
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Instant
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- Board ID
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Instant
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- Formula_columns_notice
- Board ID
  Required
- Column ID
  Required
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Instant
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- Formula_columns_notice
- Board ID
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Instant
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- Formula_columns_notice
- Board ID
  Required
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Instant
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- Board ID
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Action
Write
- Item ID
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Action
Write
- Formula_columns_notice
- Board ID
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- Override empty fields
Action
Write
- Board ID
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- Column Title
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- Column Type
  Required
Action
Write
- Board ID
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- Item Name
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- Subitem Name
Action
Write
- Item ID
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- Body
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- Include team mentions in body
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Action
Write
- Item ID
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Action
Write
- Board
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- Item
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- Include Updates?
Action
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- Formula_columns_notice
- Board ID
  Required
- Item ID
  Required
- Subitem ID
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Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Formula_columns_notice
- Board
- Item
  Required
Action
Search
- Formula_columns_notice
- Board ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
  Required
Action
Search
- Board ID
  Required
Action
Search

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

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About QuoteCloud

QuoteCloud is a proposal building platform that guarantees your sales team are communicating in a: consistent, compliant, accurate and efficient way, ensuring respectively that marketing, legal, product and sales departments are happy !

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Proposal & Invoice Management