Create new WeQuote customers from new items in your monday.com board
Streamline your workflow by instantly creating a new customer in WeQuote whenever there's a new item in your monday.com board. This integration takes care of data entry tasks, allowing you to focus on more significant issues. Save time and improve efficiency by connecting monday.com and WeQuote seamlessly.
- When this happens...

New Item in BoardTriggers when an item is created in a specific board.TriggerInstant - automatically do this!

Create a CustomerCreates a Customer on WeQuote using the supplier information.ActionWrite
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More things you can do with monday.com and WeQuote
Discover other triggers and actions you can use with monday.com and WeQuote
- Board IDRequired
- Group Names to trigger on
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Board IDRequired
- Column IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Board IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Item IDRequired
- Override empty fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Column TitleRequired
- Column TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Group ID
- Item NameRequired
- Subitem Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item IDRequired
- BodyRequired
- Parent Update ID
- User Mentions
- Team Mentions
- Include team mentions in body
- Board Mentions
- Project Mentions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- ItemRequired
- Include Updates?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Item IDRequired
- Subitem IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board
- ItemRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- Item IDRequired
- ColumnRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- User :Required
ActionThis is an event a Zap performs.SearchFind existing data in your app
List Secondary CompaniesList secondary companies added to your WeQuote account
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
List CurrenciesList all the currencies enabled in the Wequote account
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Project IDRequired
- Supplier ID
- Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
List ProductList all products in an organisation
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
List SuppliersList the suppliers under your organisation
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Purchase Order Status ChangedTriggers when a PO status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Project Status ChangedTriggers when a Project status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Quote Status ChangedTriggers when a quote status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Project IDRequired
- Document NameRequired
- Document URLRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote IDRequired
- Area ID
- Product IDRequired
- QuantityRequired
- Category ID
- Cost Price
- Sell Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Original Quote IDRequired
- Customer IDRequired
- Quote Number
- Description / NameRequired
- Assignee Email
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer NameRequired
- Account Number
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Phone Number
- Email Address
- Website URL
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer IDRequired
- Contact ID
- Quote Number
- Quote Description / NameRequired
- Assignee Email
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Currency ID
- Secondary Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote IDRequired
- TypeRequired
- Area Group ID
- DescriptionRequired
- Heading Content
- Image ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote IDRequired
- TypeRequired
- Area Group ID
- DescriptionRequired
- Heading Content
- Image ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Quote IDRequired
- Description
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer IDRequired
- First Name
- Surname
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project IDRequired
- Purchase Order Number
- Supplier ID
- Status
ActionThis is an event a Zap performs.SearchFind existing data in your app- Quote Number
- Quote Description
ActionThis is an event a Zap performs.SearchFind existing data in your app- Supplier Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- WeQuote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Purchase Order IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Supplier IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer IDRequired
- First Name
- Surname
- First NameRequired
- Surname
- Position
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Country
- Postcode
- Mobile
- Email
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Item_created_in_board_copy
- Board IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New BoardTriggers when a new board is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Board IDRequired
- Column IDsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Board IDRequired
- Column IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New UserTriggers when a new user joins your monday.com account.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Board IDRequired
- Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Item IDRequired
- New Item Name ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board NameRequired
- Board KindRequired
- Template Id
- Workspace Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Group NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Item NameRequired
- Subitem NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Group IDRequired
- New Group Title
- Should add group to top?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- ItemRequired
- GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Item IDRequired
- ColumnRequired
- FileRequired
- File NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- Column to SearchRequired
- Include Subitems?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- User :Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- Item IDRequired
- Column
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Customer CreatedTriggers when a Customer is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
List InvoicesList all invoices ordered by most recently created
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
List ProjectList the projects under your organisation
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
List SubsystemsList all the subsystems in the organisation
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Purchase Order CreatedTriggers when a PO is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Project CreatedTriggers when a Project is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Quote CreatedTriggers when a quote is created or cloned
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Customer IDRequired
- First NameRequired
- Surname
- Position
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Country
- Postcode
- Mobile
- Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order IDRequired
- StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- Supplier IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Purchase Order IDRequired
- QuantityRequired
- SKU
- Manufacturer Name
- Model
- Description
- Unit Cost
- Received Quantity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote IDRequired
- Blank Revision
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Quote IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer Name
- Account Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- Quote IDRequired
- Description
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice Number
- Description
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project Number
- Description
ActionThis is an event a Zap performs.SearchFind existing data in your app- DescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- SKURequired
- Catalogue ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Area or Area Group IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer NameRequired
- Account Number
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Phone Number
- Email Address
- Website URL
- Notes
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Quote Number
- Quote Description
- Customer IDRequired
- Contact ID
- Quote Description / NameRequired
- Assignee Email
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Currency ID
- Secondary Company ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found




