1.Monitors new item on board
Integrate monday.com to detect new configured board item and trigger project setup for incoming bid submissions.
Create project folder and bid record from submission
Automatically monitor new item on configured board across monday.com, Zapier Tables, Microsoft SharePoint, and Procore. Create and update when submissions arrive, folder links and project references are provisioned—so you can create folders, provision bid records, and update board fields without manual tracking.
How this automation accelerates your bid setup
When new item on configured board is submitted, setup details scatter across tools and slow down bid readiness. This automation increments a sequence, creates a SharePoint folder and Procore project or bid record, and updates monday.com with folder and project references—so your team can move fast without manual coordination.
monday.comor swap with your favorite app
2.Increments sequence record
Integrate Zapier Tables and reporting tools to increment a sequence record and generate a unique project prefix.
Zapier Tablesor swap with your favorite app
3.Creates SharePoint folder
Integrate Microsoft SharePoint and document storage tools to create a project folder from the sequence number and item title.
Microsoft SharePointor swap with your favorite app
4.Creates project and bid record
Integrate Procore and construction project tools to create a new project or bid record using the sequence and title.
Procoreor swap with your favorite app
5.Updates originating board item
Integrate monday.com and workflow tracking tools to write the folder URL and project reference back into the configured fields.
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Schritt 1
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Schritt 2
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Schritt 3
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