1.Monitors updated project status
Integrate monday.com and project boards to detect Updated column value on your project board.
Update partner bid board when project status changes
Automatically monitor project status updates across monday.com boards for Construction operations workflows. Update the matching partner bid board item status or flag the record for reviewβso you can keep contract-stage data accurate, catch mismatches fast, and avoid manual follow-up.
How this automation updates partner bid statuses
When project status changes, partner bid records can drift and flagged work piles up. This automation uses monday.com to match project items, filters for partner reference, and updates or posts review notesβso your team can protect bid accuracy.
monday.comor swap with your favorite app
2.Filters missing partner reference
Integrate Filter by Zapier and workflow logic to continue only when the configured partner reference exists.
Filter by Zapieror swap with your favorite app
3.Searches partner bid board items
Integrate monday.com and data mapping to search items on the partner bid board and map found item IDs.
4.Updates status or posts fallback note
Integrate Paths by Zapier and workflow branching to update partner item status for contract stages or post fallback notes.
Paths by Zapieror swap with your favorite app
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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