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monday.com + QuoteCloud

Update monday.com columns when document status changes in QuoteCloud

Streamline your document management process with this workflow. When a document status is updated in QuoteCloud, it instantly adjusts multiple column values in your monday.com board. This seamless integration not only enhances your productivity but also ensures your monday.com data is always current with your latest QuoteCloud updates. Enjoy easy and effective project tracking without the manual data updating tasks.

Streamline your document management process with this workflow. When a document status is updated in QuoteCloud, it instantly adjusts multiple column values in your monday.com board. This seamless integration not only enhances your productivity but also ensures your monday.com data is always current with your latest QuoteCloud updates. Enjoy easy and effective project tracking without the manual data updating tasks.

  1. When this happens...
    QuoteCloudQuoteCloud
    Document Status Changed

    This triggers when a document with specified status has changed within your account

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Update Item

    Change multiple column values of an item

    ActionWrite
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Supported triggers and actions

    • Email AddressRequired

    • First NameRequired

    • Last Name

    • Phone Number

    • Address

    • Company Name

    • Company Account Reference

    • Custom Field 1

    • Custom Field 2

    • Custom Field 3

    • Custom Field 4

    • Custom Field 5

    • Custom Field 6

    • Custom Field 7

    • Custom Field 8

    • Custom Field 9

    • Custom Field 10

    Action
    Write

    • QuoteCloud Product Id

    • Product Short Name (Unique)Required

    • Folder NameRequired

    • Sub Folder

    • Sub Folder 2

    • Pricing Table Line Item NameRequired

    • Product SKU

    • Description

    • PriceRequired

    • Published ProductRequired

    • Recipients Can Edit QuantityRequired

    • Recipient Can Edit TermRequired

    • Term Based PricingRequired

    • Product Pricing Term

    • Product Default Quantity

    • Lock Pricing LabelRequired

    • Lock Pricing ValueRequired

    • Lock Term ValueRequired

    • Lock Pricing NotesRequired

    • Product Image 1

    • Product Image 2

    • Product Image 3

    • Product Image 4

    • Product Image 5

    • Custom Field 1

    • Custom Field 2

    • Custom Field 3

    • Custom Field 4

    • Custom Field 5

    • Custom Field 6

    • Custom Field 7

    • Custom Field 8

    • Custom Field 9

    • Custom Field 10

    Action
    Write

    • Board IDRequired

    Trigger
    Instant
    Try It

    • Board IDRequired

    • Group Names to trigger on

    Trigger
    Instant
    Try It
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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.
Learn more

Related categories

  • Project Management

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About QuoteCloud

QuoteCloud is a proposal building platform that guarantees your sales team are communicating in a: consistent, compliant, accurate and efficient way, ensuring respectively that marketing, legal, product and sales departments are happy !

Related categories

  • Proposal & Invoice Management