Get notified on approved quotes and create items in monday.com - Zapier Workflow | Neura Market
Get notified on approved quotes and create items in monday.com
This Zap automates the process of creating a new item in monday.com whenever a quote is approved in Jobber. This integration streamlines project management by ensuring that approved quotes are promptly reflected in your project tracking system, allowing teams to stay organized and informed about upcoming work.
Platform
Zapier
Category
Productivity
Price
Free
Creator
Matt Buds
jobber
monday.com
How to import this workflow into Zapier
1Purchase or download the workflow to get the Zap definition and setup guide.
2In Zapier, create a new Zap and recreate the trigger and action steps listed in the guide.
3Connect your own app accounts for each step.
4Test each step with sample data, then publish the Zap.