1.Monitor new subitem event
Integrate monday.com to detect new pre-deal subitems and map subitem titles and fields to interim variables.
Create bid board items from pre-deal form submissions
Automatically monitor new subitem events across monday.com and delay by Zapier workflows. Create and update bid records in your bids board so you can capture bid dates, map client relations, and assign bid owners without manual data entry.
How this automation creates staffed bid records
When new pre-deal subitems land, review-ready bids can get delayed by manual copying of fields and inconsistent staffing. This automation catches subitem events, waits for mirror values, pulls column data, creates bid items, and updates person columnsβso your team gets consistent bids faster.
monday.comor swap with your favorite app
2.Delay for 1 minute
Integrate Delay by Zapier to pause for 1 minute so mirror and parent fields populate before reading values.
Delay by Zapieror swap with your favorite app
3.Get column values from parent
Integrate monday.com to read parent and subitem column values and map mirror fields to relation and date fields.
4.Create bid item in bids board
Integrate monday.com to create a new bids board item with mapped title, company relation, bid dates, and status.
5.Assign users to person columns
Integrate monday.com to find matching users by submission name and update bid person columns with user IDs.
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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