1.Monitor deal purchasing flag webhook
Integrate HubSpot and event triggers to detect a deal property flagged for purchasing to start the automation.
Create purchasing board items from qualifying deal updates
Automatically monitor deal property change webhooks across HubSpot and procurement boards. Create and update purchasing items when purchasing flags qualifyβso you can assign owners, populate contact columns, and build subitems without manual data entry.
How this automation accelerates purchasing review
When deals get flagged but purchasing items are not created, teams lose time hunting for contact details and board data. This automation filters qualifying deals, assembles clean item fields, and creates purchasing board items in monday.comβso procurement can act immediately.
HubSpotor swap with your favorite app
2.Continue only for qualifying deals
Integrate Filter by Zapier and workflow logic to continue only for qualifying deals to prevent incorrect board items.
Filter by Zapieror swap with your favorite app
3.Find associated records and IDs
Integrate HubSpot and CRM lookups to find associated contact, company, and line items to map required identifiers.
4.Lookup owner mapping for the board
Integrate Zapier Tables and mapping records to find the owner record by HubSpot owner ID to assign the people column.
Zapier Tablesor swap with your favorite app
5.Normalize contact fields and title
Integrate Formatter by Zapier and data formatting to normalize phone and email and assemble a clean item title to fill contact columns.
Formatter by Zapieror swap with your favorite app
6.Create purchasing board item and subitems
Integrate monday.com and board operations to create an item in the Purchasing group to populate columns and optionally add ordered subitems.
monday.comor swap with your favorite app
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Explore all procurement workflow management automations
Accelerate purchasing workflows with automated request routing, approval tracking, and document handoffs
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Step 1
Connect your tools
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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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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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
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