1.Detects board item column changes
Integrate monday.com and workflow routing tools to detect column changes that indicate a quote should be generated.
Create draft quotes from board line items fast
Automatically detect board item quote-ready changes across monday.com and Xero. Create and update draft quotes when a column change marks generate quoteβso you can build line items, draft quotes, and update board status without manual quote creation.
How this automation creates draft quotes faster
When a board item is marked to generate a quote, delays can stall quoting and slow deal progress. This automation parses line data and builds accounting line items, then creates or updates Xero contacts and quote drafts, and updates monday.com so your team can quote from structured boards.
monday.comor swap with your favorite app
2.Parses subitem payload into arrays
Integrate Code by Zapier and data parsing tools to extract descriptions, quantities, prices, and part identifiers from subitems.
Code by Zapieror swap with your favorite app
3.Builds accounting-friendly line items
Integrate Formatter by Zapier and line item tools to map arrays into unit amounts, quantities, and subtotal-ready lines.
Formatter by Zapieror swap with your favorite app
4.Finds or creates the contact
Integrate Xero and contact lookup tools to search by email and create a new contact when none matches.
Xeroor swap with your favorite app
5.Creates the quote draft
Integrate Xero and quote drafting tools to create a quote draft with dates, reference, quote number, and prepared line items.
6.Updates board item quote status
Integrate monday.com and record updating tools to set the status column and attach the draft quote reference.
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