1.Detect board item column changes
Integrate monday.com and project boards to filter qualifying items and proceed with quote generation.
Create quote calculator and attach to sales lead item
Automatically monitor monday.com board column value changes across Google Sheets, Google Drive, and monday.com. Create and update when board column updates, qualifying status set, or quote request markedβso you can create quote calculator sheets, move files to client folders, and update lead stages without manual quoting.
How this automation accelerates your quote delivery
When board column changes require qualifying records, delays can slow quoting and stall deal movement. This automation creates quote calculator spreadsheets, moves files to client folders, and updates the lead item with the shareable linkβso your team can respond faster.
monday.comor swap with your favorite app
2.Creates spreadsheet from template
Integrate Google Sheets and template spreadsheets to create a quote calculator file from mapped lead fields.
Google Sheetsor swap with your favorite app
3.Moves file to client folder
Integrate Google Drive and file organization tools to move the sheet into your client quote folder.
Google Driveor swap with your favorite app
4.Updates lead item with link
Integrate monday.com and workflow tracking to post the spreadsheet link and advance the lead to the next stage.
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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
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.
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