1.Detects updated column value
Integrate monday.com and board change events to detect updated quotation column values and trigger quote refresh.
Update deal with latest quotation number and details
Automatically detect quotation column updates across monday.com boards. Update deal fields with the latest quotation number and details when the highest quote changes, the quote prefix is normalized, or lookup data is foundβso you can refresh deal records, reduce manual corrections, and keep client info current without paperwork.
How this automation refreshes deal quotation details
When quotation fields are edited but the quotation number and related details stay out of date, deals need rework and errors spread. This automation watches quotation updates and refreshes deals by parsing the highest quote, looking up quote and contact fields, and updating monday.com recordsβso your team can keep quotes consistent.
monday.comor swap with your favorite app
2.Replaces and normalizes quote text
Integrate Formatter by Zapier, data cleaning tools, and string normalization to replace the quote prefix and normalize the value.
Formatter by Zapieror swap with your favorite app
3.Parses quote numbers and selects max
Integrate Code by Zapier and parsing tools to split numbers, convert to numeric values, and return the maximum.
Code by Zapieror swap with your favorite app
4.Builds canonical quote label
Integrate Formatter by Zapier and mapping tools to line-itemize the maximum value and create the quote lookup label.
5.Looks up quote row fields
Integrate Google Sheets and lookup tools to find the matching quote row and return amount, dates, and descriptive fields.
Google Sheetsor swap with your favorite app
6.Finds the contact record
Integrate Zapier Tables and contact lookup tools to find the contact record or owner ID based on sheet output.
Zapier Tablesor swap with your favorite app
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