1.Catch incoming signed-estimate JSON
Integrate Webhooks by Zapier to receive raw signed-estimate JSON and pass full payload to parse and normalize inputs.
Create project and client records from signed estimate
Automatically catch signed estimate JSON across Webhooks by Zapier and Dropbox. Create and update client and project records when estimates arrive or qualifyβso you can build client onboarding, populate project subitems, and attach onboarding links without manual data entry.
How this automation creates client and project records
When signed estimate JSON arrives, unstructured details can stall client setup and cause missed project handoffs. This automation parses payloads and filters qualifying services and then finds or creates client items, creates project subitems, and provisions onboarding linksβso your team can onboard faster.
Webhooks by Zapieror swap with your favorite app
2.Parse and normalize estimate payload
Integrate Code by Zapier and data processing tools to parse JSON and extract totals and grouped line items for mapping.
Code by Zapieror swap with your favorite app
3.Qualify service lines payloads
Integrate Filter by Zapier and rule engines to qualify only payloads with service lines so downstream boards get relevant projects.
Filter by Zapieror swap with your favorite app
4.Find or create client item
Integrate monday.com and client record management to find by external identifier and update configured client columns.
monday.comor swap with your favorite app
5.Create project subitem under client
Integrate monday.com and project board workflows to create a client subitem and map estimate reference, products, and budget.
6.Provision onboarding folder and links
Integrate Dropbox and file request tools to create onboarding folder and shared request links and write back to monday.com.
Dropboxor swap with your favorite app
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