1.Monitor updated quote totals
Integrate Xero, accounting records, and quote tracking to detect updated quotes and pass quote metadata into the workflow.
Update sales lead items with revised quote totals
Automatically monitor updated quote totals in Xero across Zapier Tables and monday.com. Update mapped lead items with revised subtotals and statuses, or route unmatched quotes to an error boardβso you can prevent stale lead amounts and avoid manual review.
How this automation keeps lead quotes accurate
When revised quotes sit disconnected from lead records, totals drift and follow-up slows. This automation monitors Xero quote updates, finds the right monday.com items, and updates or routes exceptions to an error boardβso your team can act on correct numbers.
Xeroor swap with your favorite app
2.Find the mapped board
Integrate Zapier Tables and board mapping to look up the target board id from region or tracking options.
Zapier Tablesor swap with your favorite app
3.Find items by quote number
Integrate monday.com and item search to match the quote number to the correct lead item name.
monday.comor swap with your favorite app
4.Update subtotal and status
Integrate monday.com and numeric column updates to write subtotal totals and quote status to the found item.
5.Log exceptions to error board
Integrate monday.com and exception tracking to write subtotal and quote metadata to a configured error board item.
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Explore all quote management automations
Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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