1.Monitor updated column value
Integrate monday.com and workflow triggers to capture quote workflow updates for downstream email sending.
Send quote confirmation email to referring branch contact
Automatically monitor updated column value for quote workflow cases across monday.com. Send quote confirmation emails when quote status is set or referral count is positive or branch work email is foundβso you can notify branch contacts, generate branded email bodies, and send confirmations without manual follow-up.
How this automation sends quote confirmations fast
When a case is moved to the quote workflow, delays can stall confirmations with referring branches. This automation monitors quote workflow updates and routes qualifying cases by filtering, searching referrers, building html email bodies, and sending via Microsoft Outlookβso your team can confirm quotes without chasing details.
monday.comor swap with your favorite app
2.Filter qualifying quote cases
Integrate Filter by Zapier and workflow rules to continue only for configured send quote status and positive referral count.
Filter by Zapieror swap with your favorite app
3.Search board for referrer
Integrate monday.com and directory data to find the referrer record by unique ID and extract branch email.
4.Format date and extract email
Integrate Formatter by Zapier and formatting tools to convert the event date and capture the recipient email token.
Formatter by Zapieror swap with your favorite app
5.Build branded html email body
Integrate Code by Zapier and template logic to generate a reusable HTML email body with case details.
Code by Zapieror swap with your favorite app
6.Send quote confirmation email
Integrate Microsoft Outlook and email delivery tools to send the confirmation with the case reference and html body.
Microsoft Outlookor swap with your favorite app
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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Step 1
Connect your tools
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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
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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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