1.Detects quote approved
Integrate Jobber to capture the approved quote ID and client contact payload to prepare the matching fields.
Update sales board record when quote is approved
Automatically monitor quote approvals across Jobber and monday.com. Create and update when quote approved, approval date posted, or quote status switches to approvedβso you can normalize phone fields, update sales board records, and create missing items without manual board updates.
How this automation keeps your sales board current
When quote approvals arrive and board records lag behind, scheduling and sales teams work from stale details. This automation captures approved quote data and formats phone numbers, then finds, updates, or creates the matching monday.com sales board itemβso your team can act on approved jobs faster.
Jobberor swap with your favorite app
2.Formats client phone
Integrate Formatter by Zapier and phone validation tools to normalize the client phone so matching is consistent.
Formatter by Zapieror swap with your favorite app
3.Finds items by phone
Integrate monday.com and sales board search workflows to find the first matching item by formatted phone value.
monday.comor swap with your favorite app
4.Updates board item columns
Integrate monday.com and sales board workflows to map contact and job fields, then set the status to Approved.
5.Creates approved board item
Integrate monday.com and sales board workflows to create a new item with mapped details when no match exists.
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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