1.Detect new item in quotes board
Integrate monday.com and workflow automation tools to detect newly created quote items and start the quote enrichment process.
Update new quotes with contract and site details
Automatically monitor new quote items across monday.com. Create and update quote fields across contract and site details when a quote item is created or a contract reference appears or maintenance-only status is identifiedβso you can update fields, link contracts, and set PPM rates without manual updates.
How this automation populates quote details faster
When a new quote item is created, manual contract lookups delay accurate pricing and site details. This automation retrieves quote references and matches contracts, then updates quote columns and links the contractβso your team can finalize quotes without manual spreadsheet work.
monday.comor swap with your favorite app
2.Wait for concurrent updates to finish
Integrate Delay by Zapier and workflow timing controls to pause briefly before pulling column values.
Delay by Zapieror swap with your favorite app
3.Fetch quote reference and current columns
Integrate monday.com and data retrieval tools to get column values for contract reference and fields to update.
4.Skip maintenance-only quotes and missing references
Integrate Filter by Zapier and workflow rules to continue only when quote is not maintenance-only and a contract reference exists.
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5.Match contract and change multiple columns
Integrate monday.com and contract lookup tools to find the contract item and update quote fields with site details and PPM rate.
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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