1.Detect new quote item on board
Integrate monday.com and quote board data to detect a newly created quote item and map its fields into the workflow.
Assign unique quote reference to new quote item
Automatically generate unique quote references across monday.com and Zapier Tables. Build and validate a YYMM-prefixed reference when a new quote item is createdβso you can update quote records, consume unused IDs, and prevent duplicates without manual reference tracking.
How this automation assigns your quote references
When quote items lack unique references, duplicates and numbering gaps slow quoting and create rework. This automation monitors quote item creation and generates a YYMM-prefixed reference, then updates the quote item and marks the used IDβso your team can quote with confidence.
monday.comor swap with your favorite app
2.Continues only for empty references
Integrate Filter by Zapier to check the quote reference field is empty and prevent duplicate reference creation.
Filter by Zapieror swap with your favorite app
3.Find an unused ID record
Integrate Zapier Tables and record lookup to find an ID with an unused status and return its record ID.
Zapier Tablesor swap with your favorite app
4.Builds YYMM-prefixed reference
Integrate Code by Zapier to generate a date-prefixed reference string using YYMM and the unused ID value.
Code by Zapieror swap with your favorite app
5.Updates quote reference field
Integrate monday.com to write the built reference string into the quote reference field on the quote item.
6.Marks the ID as used
Integrate Zapier Tables to update the ID record status to used and clear or lock the ID field after assignment.
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