monday.com + WeQuote
Create new WeQuote customers from new items in your monday.com board
Streamline your workflow by instantly creating a new customer in WeQuote whenever there's a new item in your monday.com board. This integration takes care of data entry tasks, allowing you to focus on more significant issues. Save time and improve efficiency by connecting monday.com and WeQuote seamlessly.
Streamline your workflow by instantly creating a new customer in WeQuote whenever there's a new item in your monday.com board. This integration takes care of data entry tasks, allowing you to focus on more significant issues. Save time and improve efficiency by connecting monday.com and WeQuote seamlessly.
- When this happens...
New Item in BoardTriggers when an item is created in a specific board.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create a CustomerCreates a Customer on WeQuote using the supplier information.
ActionWriteCreate a new record or update an existing record in your app.
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Board IDRequired
Group Names to trigger on
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board IDRequired
Column IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item IDRequired
Override empty fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Column TitleRequired
Column TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group ID
Item NameRequired
Subitem Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item IDRequired
BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item IDRequired
Subitem IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
User :Required
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Item IDRequired
Column
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
User :Required
ActionThis is an event a Zap performs.SearchFind existing data in your app
List Currencies
List all the currencies enabled in the Wequote account
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planList Project
List the projects under your organisation
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planList Subsystems
List all the subsystems in the organisation
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPurchase Order Created
Triggers when a PO is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Created
Triggers when a Project is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Created
Triggers when a quote is created or cloned
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer IDRequired
First NameRequired
Surname
Position
Address Line 1
Address Line 2
Address Line 3
Town
County
Country
Postcode
Mobile
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase Order IDRequired
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Supplier IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase Order IDRequired
QuantityRequired
SKU
Manufacturer Name
Model
Description
Unit Cost
Received Quantity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
Blank Revision
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
TypeRequired
Area Group ID
DescriptionRequired
Heading Content
Image ID
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote IDRequired
Description
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer IDRequired
First Name
Surname
ActionThis is an event a Zap performs.SearchFind existing data in your appProject Number
Description
ActionThis is an event a Zap performs.SearchFind existing data in your appDescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPurchase Order IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSupplier IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer IDRequired
First Name
Surname
First NameRequired
Surname
Position
Address Line 1
Address Line 2
Address Line 3
Town
County
Country
Postcode
Mobile
Email
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Item Created In Board Copy
Board IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Board
Triggers when a new board is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBoard IDRequired
Column IDsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board IDRequired
Column IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers when a new user joins your monday.com account.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBoard IDRequired
Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item IDRequired
New Item Name ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board NameRequired
Board KindRequired
Template Id
Workspace Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item NameRequired
Subitem NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group IDRequired
New Group Title
Should add group to top?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item IDRequired
ColumnRequired
FileRequired
File NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Column to search inRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Item IDRequired
ColumnRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Item IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
Supplier ID
Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planList Product
List all products in an organisation
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planList Suppliers
List the suppliers under your organisation
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPurchase Order Status Changed
Triggers when a PO status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Status Changed
Triggers when a Project status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Status Changed
Triggers when a quote status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote IDRequired
Area ID
Product IDRequired
QuantityRequired
Category ID
Cost Price
Sell Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Original Quote IDRequired
Customer IDRequired
Quote Number
Description / NameRequired
Assignee Email
Address Line 1
Address Line 2
Address Line 3
Town
County
Postcode
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer NameRequired
Account Number
Address Line 1
Address Line 2
Address Line 3
Town
County
Postcode
Country
Phone Number
Email Address
Website URL
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
Contact ID
Quote Number
Quote Description / NameRequired
Assignee Email
Address Line 1
Address Line 2
Address Line 3
Town
County
Postcode
Country
Currency ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
TypeRequired
Area Group ID
DescriptionRequired
Heading Content
Image ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Name
Account Number
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote IDRequired
Description
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
Purchase Order Number
Supplier ID
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote Number
Quote Description
ActionThis is an event a Zap performs.SearchFind existing data in your appSupplier Name
ActionThis is an event a Zap performs.SearchFind existing data in your appWeQuote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSKURequired
Catalogue ID
ActionThis is an event a Zap performs.SearchFind existing data in your appArea or Area Group IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer NameRequired
Account Number
Address Line 1
Address Line 2
Address Line 3
Town
County
Postcode
Country
Phone Number
Email Address
Website URL
Notes
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundQuote Number
Quote Description
Customer IDRequired
Contact ID
Quote Description / NameRequired
Assignee Email
Address Line 1
Address Line 2
Address Line 3
Town
County
Postcode
Country
Currency ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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