1.Catches incoming RFQ payload
Integrate Webhooks by Zapier to receive the RFQ webhook, then extract identifiers and core RFQ fields to match submission records.
Create supplier RFQ task on project board for sourcing
Automatically catch supplier RFQ submissions across Webhooks by Zapier and map them into your procurement workflow. Create and update supplier RFQ board items and RFQ statuses when rfq webhook arrives, submission id matches, or core fields extractβso you can speed triage, prevent reentry, and brief stakeholders without manual triage.
How this automation creates supplier RFQ tasks in your board
When an RFQ webhook payload comes in, delays can stall triage and cause costly reentry. This automation extracts RFQ fields and maps them to HubSpot and monday.com, so your team can build board items and update submitted statusβso nothing gets missed.
Webhooks by Zapieror swap with your favorite app
2.Fetches RFQ by custom object ID
Integrate HubSpot and CRM data mapping tools to retrieve the RFQ record and map source fields into task fields for the board.
HubSpotor swap with your favorite app
3.Transforms pricing text into line items
Integrate Formatter by Zapier and text parsing tools to convert pricing break text into line-item arrays for board pricing options.
Formatter by Zapieror swap with your favorite app
4.Creates supplier RFQ board item
Integrate monday.com and board automation tools to create an item on the Supplier RFQ board and attach pricing and delivery dates.
monday.comor swap with your favorite app
5.Updates RFQ status and stores item link
Integrate HubSpot to update the RFQ status to submitted and save the created board item id and link back to the RFQ.
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