1.Triggers daily won check
Integrate Schedule by Zapier to detect the Every day at 9:30 AM signal for running your won comparison workflow.
Update won proposal fields on your project board
Automatically spot when your daily won check runs across Schedule by Zapier and your sales stack, using CRM and Monday.com data to find changes. Create and update only when fields differβso you can refresh owner, dates, dollar amounts, and customer info without manual board updates.
How this automation keeps won deal fields accurate
When daily won deals do not get reflected on the project board, wrong owners, dates, and amounts can stall handoffs. This automation monitors the won schedule, compares CRM proposals to Monday.com items, and updates changed columnsβso your team stays aligned without manual board edits.
Schedule by Zapieror swap with your favorite app
2.Compares won proposals to board
Integrate Code by Zapier and your CRM and Monday.com to fetch won proposals, fetch board items, and map differences.
Code by Zapieror swap with your favorite app
3.Continues only when items differ
Integrate Filter by Zapier and comparison logic to continue only when the comparison outputs one or more items to update.
Filter by Zapieror swap with your favorite app
4.Iterates each update payload
Integrate Looping by Zapier and looping maps to process each update payload and align loop data to item IDs.
Looping by Zapieror swap with your favorite app
5.Updates board columns with locations
Integrate Code by Zapier, a geocoding API, and Monday.com API to resolve address locations and change multiple column values.
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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.
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