monday.com + Streamtime

Create new items in monday.com when quotes are sent in Streamtime

Manage your workflow seamless and more efficiently with this Streamtime to monday.com integration. When a quote is sent within Streamtime, a corresponding item will be instantly created in your monday.com board. This integral connection saves time on repetitive tasks, enhances accuracy, and offers an effortless transition from a quote sent in Streamtime to task management in monday.com.

When this happens...
Quote Sent
Triggers when a Quote is sent to a client.
TriggerInstant
automatically do this!
Create Item
Create a new Item in a board
ActionWrite

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Supported triggers and actions

Company Updated
Triggers when a Company is modified.
Trigger
Instant
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Contact Updated
Triggers when a Contact is updated.
Trigger
Instant
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Invoice Sent
Triggers when an Invoice is sent to a client.
Trigger
Instant
Try It
Job Created
Triggers when a Job is created.
Trigger
Instant
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- Activity Type
- User
- Company
- Job Name
Trigger
Instant
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- Label Type
- Label Name
Trigger
Instant
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Quote Approved
Triggers when a Quote gets approved.
Trigger
Instant
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- NameRequired
- Phone 1
- Phone 2
- Tax Number
- Website Address
- Notes
- Postal Address Line 1
- Postal Address Line 2
- Postal Address Line 3
- Postal Address City
- Postal Address Post Code
- Postal Address Country
- Postal Address Region
- Physical Address Line 1
- Physical Address Line 2
- Physical Address Line 3
- Physical Address City
- Physical Address Region
- Physical Address Country
- Physical Address Post Code
Action
Write
- Job NameRequired
- Job Number
- Company NameRequired
- Budget
Action
Write
- Job IDRequired
- Expense NameRequired
- Description
- Reference
- Company
- Date
- Pricing MethodRequired
- StatusRequired
- Currency Code
- QuantityRequired
- Cost Rate
- Sell Rate
- Markup
- Total (ex tax)
Action
Write
- NotesRequired
- Date
- Duration (minutes)
- StatusRequired
Action
Write
- Label TypeRequired
- IDRequired
- NameRequired
Action
Write
- Priority Board IDRequired
- ColumnRequired
- Card TypeRequired
- ID
- Notes
Action
Write
- Branch Name
Action
Search
- Company Name
Action
Search
- Invoice Number
- Invoice Name
Action
Search
- Expense Name
- Company Name
Action
Search
- First Name
- Last Name
- Email
Action
Search
- Item Created In Board Copy
- Board IDRequired
Trigger
Instant
Try It
New Board
Triggers when a new board is created.
Trigger
Polling
Try It
- Board IDRequired
- Column IDsRequired
Trigger
Instant
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- Board IDRequired
- Column IDRequired
Trigger
Instant
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New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
Try It
- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- New Item Name ValueRequired
Action
Write
- Board NameRequired
- Board KindRequired
- Template Id
- Workspace Id
Action
Write
- Board IDRequired
- Group NameRequired
Action
Write
- Board IDRequired
- Item NameRequired
- Subitem NameRequired
Action
Write
- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Group IDRequired
- New Group Title
- Should add group to top?
Action
Write
- Board IDRequired
- Item IDRequired
- ColumnRequired
- FileRequired
- File NameRequired
Action
Write
- Board IDRequired
- Column to search inRequired
Action
Search
- Board IDRequired
Action
Search
- Board IDRequired
- Item IDRequired
- ColumnRequired
Action
Search
- Board IDRequired
- Item IDRequired
Action
Search

Company Created
Triggers when a Company is created
Trigger
Instant
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Contact Created
Triggers when a Contact is created
Trigger
Instant
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- User
Trigger
Instant
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Job Deleted
Triggers when a Job is deleted.
Trigger
Instant
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- Mentioned User
Trigger
Instant
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- Label Type
- Label Name
Trigger
Instant
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Quote Sent
Triggers when a Quote is sent to a client.
Trigger
Instant
Try It
- CompanyRequired
- First NameRequired
- Last Name
- Email
- Phone Number
- Position
Action
Write
- Job IDRequired
- Post TitleRequired
- MessageRequired
Action
Write
- Board NameRequired
Action
Write
- Job IDRequired
- MessageRequired
Action
Write
- User
- Notes
- Date
- Duration (minutes)
- StatusRequired
- Job IDRequired
- Item Name
Action
Write
- Job IDRequired
- Company NameRequired
- New Job NameRequired
- New Job Number
- Start Date
- How would you like to affect the rates on your existing items and expenses?Required
Action
Write
- Priority Board NameRequired
Action
Search
- Company Name
- First Name
- Last Name
- Email
Action
Search
- Job Number
- Job Name
Action
Search
- Quote Name
- Quote Number
Action
Search
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
- Group Names to trigger on
Trigger
Instant
Try It
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
- Column IDRequired
Trigger
Instant
Try It
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
Action
Write
- Item IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- Override empty fields
Action
Write
- Board IDRequired
- Column TitleRequired
- Column TypeRequired
Action
Write
- Board IDRequired
- Group ID
- Item NameRequired
- Subitem Name
Action
Write
- Item IDRequired
- BodyRequired
Action
Write
- Item IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- Subitem IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board IDRequired
- User :Required
Action
Search
- Board IDRequired
- Item IDRequired
- Column
Action
Search
- Board IDRequired
Action
Search
- Board IDRequired
- User :Required
Action
Search

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

Learn more

Related categories

Project Management

Similar apps

About Streamtime

Intuitive project management, time tracking with auto-populated to-do lists, deep analytics, team scheduling and much more.

Learn more

Related categories

Project Management

Similar apps

Related Zap Templates

Create new monday.com boards when quotes are approved in Streamtime

Create new Streamtime todos from new items in your monday.com board

monday.com + Streamtime

Create new items in monday.com when quotes are sent in Streamtime

Company Updated

Contact Updated

Invoice Sent

Job Created

Job Activity

Label Added

Quote Approved

Create Company

Create Job

Create Expense

Create Personal ToDo

Add Label

Create Priority Board Card

Find Branch

Find Company

Find Invoice

Find Expense

Find User

New Item in Board

New Board

Specific Columns Values Changed in Board

Specific Subitem Column Value Changed in Board

New User

Archive Group

Update Item Name

Create Board

Create Group

Create Subitem

Delete Group

Group Position

Upload File to Specific Column

Get Items by Column Value

Get Board Values

Get File Column Values

Get Subitem Values

Company Created

Contact Created

Job Completed

Job Deleted

Job Comment Created

Label Removed

Quote Sent

Create Contact

Create Job Post

Create Priority Board

Create Job Comment

Create Work ToDo

Duplicate Job

Find Priority Board

Find Contact

Find Job

Find Quote

Any Column Value Changed in Board

Item Moved to Group (Same or Different Board)

New Subitem on Board

Specific Column Value Changed in Board

New Update in Board

Archive Board

Archive Item

Update Item

Create Column

Create Item

Create Update

Delete Item

Update Subitem

API Request (Beta)

Find User by Name

Get Column Values

Get Group Details

Get User Details

About monday.com

Related categories

Similar apps

Trello

Asana

Insightly

About Streamtime

Related categories