1.Monitors new estimate board item
Integrate monday.com and board tools to detect new estimate item entries and start the quoting variables workflow.
Create quotes from new estimate board items and attach link
Automatically monitor new estimate board items across monday.com and PaintScout. Create and update when new estimate item is added, job type matches, or stage enters quotingβso you can create quotes, write quote links back, and clear draft flags without manual follow-up.
How this automation speeds up quote follow-up
When a new estimate board item appears, delays can break the quote flow and slow follow-up. This automation maps contact and address details, creates quote records, and writes quote and work order links backβso your team can quote faster.
monday.comor swap with your favorite app
2.Looks up owner email
Integrate Formatter by Zapier and mapping tables to map estimator references to owner email for correct attribution.
Formatter by Zapieror swap with your favorite app
3.Searches related sales record
Integrate monday.com and record lookup tools to find matching sales items by board item ID and return contact and address.
4.Cleans and parses contact fields
Integrate Formatter by Zapier and data parsing tools to split raw address and extract phone digits for quote inputs.
5.Creates quote record
Integrate PaintScout and quote templates to create the quote, capture the quote ID, and generate quote and edit URLs.
PaintScoutor swap with your favorite app
6.Updates originating board item
Integrate monday.com and workflow tracking to write quote ID and URLs back to the originating item and clear draft flags.
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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