1.Triggers on proposal sent
Integrate Nusii Proposals and quote management tools to capture proposal sent details to trigger pipeline syncing.
Update pipeline item when proposal is viewed by client
Automatically monitor proposal sent events across Nusii Proposals and pipeline data in monday.com. Update sales board items when proposal reference details and expiry info are capturedβso you can keep links, contacts, and stages current without manual board updates.
How this automation syncs your quoted pipeline items
When a proposal is sent, outdated board data can slow follow-up and cause missing links or wrong expiry dates. This automation extracts the quote reference, looks up and updates the monday.com item, and refreshes owner and title formattingβso your team can keep the pipeline accurate.
Nusii Proposalsor swap with your favorite app
2.Extracts numeric proposal reference
Integrate Formatter by Zapier and data mapping tools to extract a numeric reference for board lookup.
Formatter by Zapieror swap with your favorite app
3.Searches board item by quote number
Integrate monday.com and reporting tools to search the Sales board for a matching Quote Number.
monday.comor swap with your favorite app
4.Updates item with quote fields
Integrate monday.com and CRM field mapping tools to update client business, email, status, expiry date, and link.
5.Updates person and item title
Integrate monday.com and user directory tools to find a sender match, set the person field, and update the cleaned title.
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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