Skip to content

Create bill of materials spreadsheet and link record

Your project record missing a standard Electrical BOM delays procurement and site readiness. Receive a populated BOM file linked to the project record for installers and procurement before install.

Create bill of materials spreadsheet and link record

Workflow preview:

Zap details:

Overview

When a project record becomes BOM-ready, this flow produces a standardized Electrical bill-of-materials and places it where procurement and installers can find it. That removes manual file prep and ensures the BOM is linked to the project record within minutes, keeping ordering and site setup on schedule.

Create bill of materials spreadsheet and link record