1.Monitor updated status column value
Integrate monday.com and board status updates to detect when a request qualifies for quote creation.
Create quote and client record from request status
Automatically monitor updated column values across monday.com boards. Create and update when status updates, ready markers, or status changesβso you can filter qualifying records, format quote details, and create client requests without manual quoting.
How this automation accelerates quote creation
When request status updates stall across the board, quotes and client records remain incomplete. This automation filters qualifying records, extracts and normalizes details, and creates clients and requests in Jobberβso your team can move faster.
monday.comor swap with your favorite app
2.Continues only for qualifying records
Integrate Filter by Zapier and mapping rules to continue only for qualifying status values.
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3.Extracts pricing and formats dates
Integrate Formatter by Zapier and date formatting tools to extract number fields and format dates.
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4.Normalizes contact and company data
Integrate Code by Zapier and data cleaning tools to normalize phone values and clean company names.
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5.Parses address into components
Integrate AI by Zapier and address parsing tools to split location text into street, city, state, and postal fields.
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6.Finds client and creates quote
Integrate Jobber and scheduling workflows to find or create clients and then create requests and quotes.
Jobberor swap with your favorite app
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Explore all quote management automations
Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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