1.Detect new deal board item
Integrate monday.com, deal tracker tools, and field mapping to capture the new deal item details and start the proposal flow
Create proposal document from new deal board item
Automatically detect new item creation on your Deal board across monday.com. Create and update draft proposal documents and post proposal links back to the dealβso you can generate drafts, attach links, and share context without manual data entry.
How this automation speeds up proposal document creation
When a new deal board item appears, delays can stall approvals because proposal details must be gathered and copied manually. This automation captures deal context, parses deal updates, and creates a PandaDoc draft and updates the deal item linkβso your team can review faster.
monday.comor swap with your favorite app
2.Search for matching lead
Integrate monday.com and CRM record lookup tools to find a lead by thread ID or client email and pull match data
3.Fetch recent item updates
Integrate monday.com and notes extraction tools to retrieve update text for the matched record and prepare it for parsing
4.Parse updates into summary
Integrate Code by Zapier and data parsing tools to extract the event summary and map numeric fields to budget tokens
Code by Zapieror swap with your favorite app
5.Create draft proposal document
Integrate PandaDoc and document template tokens to create a draft proposal and return a document link for the deal
PandaDocor swap with your favorite app
6.Update deal with document link
Integrate monday.com and deal record update tools to write the PandaDoc link into the deal item and set draft status
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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
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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