1.Starts quote sub-zap
Integrate Sub-Zap by Zapier to detect the job card payload trigger and launch the quote creation flow.
Add generated quote details and assign owner to job card
Automatically monitor job card payload changes across Sub-Zap by Zapier, monday.com, Formatter by Zapier, and Zapier Tables. Create and update quote details and assign the right owner when a quote number and link are returnedβso you can avoid manual quote entry and owner chasing.
How this automation accelerates quote assignment for job cards
When a job record changes, quote details can stay stuck in multiple systems and ownership can remain unassigned. This automation calls a quote-creation sub-zap, updates monday.com with returned quote fields, and assigns an owner from the job titleβso your team can move faster on ready quotes.
Sub-Zap by Zapieror swap with your favorite app
2.Calls quote creator sub-zap
Integrate Sub-Zap by Zapier to map job card fields and call the quote creator sub-zap with job id inputs.
3.Receives quote outputs
Integrate Sub-Zap by Zapier to map returned quote number and quote URL outputs for downstream steps.
4.Updates job card fields
Integrate monday.com to change multiple columns by mapping quote URL, quote number, and configured status via job id.
monday.comor swap with your favorite app
5.Parses title for mention
Integrate Formatter by Zapier to parse the job card title and extract a potential owner handle from the @mention.
Formatter by Zapieror swap with your favorite app
6.Finds employee and assigns
Integrate Zapier Tables to search the employee table by parsed handle, map person id, and update monday.com owner.
Zapier Tablesor swap with your favorite app
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