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Holded + monday.com

Holded + monday.com

Holded + monday.com integrations

Create new Holded quotes when specific column values change in monday.com boards

This workflow starts when a specific column value changes on your monday.com board and, in response, it creates a new quote in your Holded app. Perfect for streamlining your quote management process, it ensures that you always stay proactive in your sales cycle by creating quotes as soon as there are updates in your task list. This automation not only saves you from the hassle of manual data entry but also keeps your customer quotes accurately updated in real-time.

  1. When this happens...
    Specific Column Value Changed in Board
    Specific Column Value Changed in Board
    Specific Column Value Changed in BoardTriggers when a specific column's value changes in the selected board.
  2. automatically do this!
    Create Quote
    Create Quote
    Create QuoteCreates a quote
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More things you can do with monday.com and Holded

Discover other triggers and actions you can use with monday.com and Holded

    • Board ID
      Required
    Trigger
    Instant
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    • Board ID
      Required
    • Group Names to trigger on
    Trigger
    Instant
    Try It
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
    Try It
    • Item_created_in_board_copy
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column IDs
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
    Try It
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About Holded
The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
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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.
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