Create items in monday.com from new quote requests in Limo Anywhere
Stay on top of your limousine business with an efficient workflow that instantly transfers new quote requests from Limo Anywhere to monday.com, creating a fresh item each time. Enhance your team's productivity and prompt action on new requests, decluttering operations and saving valuable time. You’ll no longer need to manually transfer requests between platforms—this workflow does it all for you.
Stay on top of your limousine business with an efficient workflow that instantly transfers new quote requests from Limo Anywhere to monday.com, creating a fresh item each time. Enhance your team's productivity and prompt action on new requests, decluttering operations and saving valuable time. You’ll no longer need to manually transfer requests between platforms—this workflow does it all for you.
- When this happens...New Quote Request
Triggers when a new quote request is created.
- automatically do this!Create Item
Create a new Item in a board
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New Account
Triggers when a new customer account is created.
Try ItNew Paid Bill
Triggers when a paid bill is created. Works for Affiliate and Agent bills.
Try ItNew Payment
Triggers when a new payment is recorded.
Try ItNew Reservation
Triggers when a new reservation is created.
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New Finalized Invoice
Triggers when an invoice is marked as 'FINALIZED'.
Try ItNew Driver Pay Log
Triggers when a new driver pay log is created.
Try ItNew Quote Request
Triggers when a new quote request is created.
Try ItNew Paid Reservation
Triggers when the payment status of a trip is set to 'PAID'. Works for reservations that are not on an invoice and are not set to be invoiced/direct billed.
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