1.Monitor deals board updates
Integrate monday.com and deal boards to detect updated column values on configured deals and trigger the quote workflow.
Create draft quotes from updated deal records in pipeline
Automatically monitor updated column values on configured deals boards across monday.com, Filter by Zapier, Xero, and Formatter by Zapier. Create and update when deal moves into quote-request state, so you can create draft quotes, match contacts, and update deal quote fields without manual quote chasing.
How this automation creates draft quotes from deal updates
When deal records change but quotes are not generated right away, quote delays can slow proposals and confuse sellers and ops. This automation filters qualifying status changes, creates draft quotes in Xero, and updates the deal record in monday.comβso your team can move faster with fewer follow-ups.
monday.comor swap with your favorite app
2.Stops non-qualifying deals
Integrate Filter by Zapier and workflow conditions to continue only when deals reach the configured quote-request state.
Filter by Zapieror swap with your favorite app
3.Finds or creates contact
Integrate Xero and contact lookup to map fields by email and create a contact when no match exists.
Xeroor swap with your favorite app
4.Formats quote dates
Integrate Formatter by Zapier and date formatting tools to map the source date into the required quote date string.
Formatter by Zapieror swap with your favorite app
5.Creates draft quote
Integrate Xero and invoicing workflows to create a draft quote, set expiry, and apply line item pricing rules.
6.Updates deal quote fields
Integrate monday.com and deal records to update the configured quote number and formatted date on the originating deal.
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: monday.com, Microsoft ExcelSwap with your favorite apps.
Add approved ad pricing rows to quote sheet
Siloed pricing approval items leave quotes inconsistent and slow proposal preparation. It consolidates approvals into the quote workbook so sales ops can generate proposals the same day.
- Apps: Jobber, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add approved quotes as new lead rows to sheet
When approved quotes aren't tracked, your crew misses start dates and customers wait for confirmation. Capture quote details into a jobs sheet so coordinators can schedule and confirm same day.
- Apps: LeadConnector, Formatter by ZapierSwap with your favorite apps.
Add calculated window quote to new residential leads
Your residential lead records lack instant pricing, leaving reps unprepared for initial outreach. Add computed window-service estimates to lead records so reps can reply with price details same day.
- Apps: HubSpot, Filter by ZapierSwap with your favorite apps.
Add deposit and credit line items to deals
Your deals often miss deposit and meeting-room credits, causing quoting errors and handoff friction. Line items are added automatically so sales ops have accurate totals same day.
- Apps: Streak, Formatter by Zapier, Smartsheet, Google ChatSwap with your favorite apps.
Add draft quote row when deals move to Draft
Your draft CRM deals lack structured quote entries, causing manual copying and delayed proposals. Add quote rows automatically so coordinators can prepare proposals same day.
- Apps: Sub-Zap by Zapier, monday.com, Formatter by Zapier, Zapier TablesSwap with your favorite apps.
Add generated quote details and assign owner to job card
Your job cards miss quote links and numbers, leaving billing and crew coordination stalled. Quotes and owner assignment appear on the job card, enabling billing and coordinators to act same day.
- Apps: Webhooks by Zapier, Elfsquad CPQ, Filter by Zapier, Sub-Zap by ZapierSwap with your favorite apps.
Add installation timestamp to quotation and notify systems
Your quotation records lack an installation timestamp, which causes billing delays and handoff confusion. Records become ready for billing and outreach same day.
- Apps: Pipedrive, Google SheetsSwap with your favorite apps.
Add moved deals to quotes sheet for review
Deals moved into the incoming enquiries stage lack a central quote record, causing prep delays and missed follow-ups. Enables sales operations to prepare quotes and hand off details same day.
- Apps: Evoliz, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add new quotes to weekly control sheet for visibility
Your new quotes aren't added to the weekly control sheet, forcing manual copy work and missed delivery checks. It adds quote details to the sheet for same-day review and weekly reconciliation.
- Apps: Repsly, Formatter by Zapier, Google Sheets, GmailSwap with your favorite apps.
Add new quote to tracker and email sales reps
Your quote form submissions go unrecorded, leaving field reps without prioritization context and delaying follow-up. It logs each quote and notifies stakeholders for same-day attention.
- Apps: Jotform, Microsoft Excel, Formatter by Zapier, Sub-Zap by ZapierSwap with your favorite apps.
Add new quoting form submissions to quote workbook
Your quoting form submissions pile up and manual copying delays creating estimates. Collecting each submission into one quote workbook speeds handoffs and delivers job-ready details same day.
- Apps: Jobber, WhatConverts, Formatter by ZapierSwap with your favorite apps.
Add quote amounts to lead records for follow-up
Your approved quotes aren't recorded on lead profiles, leaving reps without proposal context and delaying follow-up. Get leads marked quotable with totals so reps can act with full context same day.
- View all
Explore all quote management automations
Speed up quote delivery with automated quote intake, approval routing, and CRM updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.