Connect monday.com to QuoteCloud, step by step
Everything happens in Zapier: connect both accounts once, then build each Zap from a trigger, its actions and the columns you map. Here's the first one, with sample data.
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To connect monday.com to QuoteCloud, you need QuoteCloud on the Essentials plan or higher, a monday.com account and a Zapier account. In Zapier, create a Zap, choose a trigger in one app and an action in the other, and sign in to monday.com and QuoteCloud when asked. Map the columns, test with a sample item, then turn it on.
Last reviewed by the QuoteCloud team
Three illustrative Zap editor panels with sample data, taking turns at the front. Step 1: monday.com's Specific Column Value Changed in Board trigger on the Garden leads board's Status column; the test found the Marsh item set to Quote needed. Step 5: QuoteCloud's Create Document with the garden design template and four data items mapped from earlier steps; the test created draft LG-2417. And monday.com's Update Item, setting Quote status to Signed on the item whose ID the quote kept.
How do I connect monday.com to QuoteCloud?
Six steps to your first Zap.
Check your plans
QuoteCloud's Zapier access is on Essentials and up. You also need a monday.com account and a Zapier plan that covers the tasks your Zaps will run.
Prepare the board and template
Add the status labels and columns your Zaps use, and the data items, such as monday item ID, to the QuoteCloud template. Custom data items are on Essentials and up.
Create a Zap, pick the trigger
In Zapier, choose monday.com or QuoteCloud as the trigger app and its event, such as Specific Column Value Changed in Board or Document Signing Complete.
Sign in to both apps
Zapier asks you to connect monday.com and QuoteCloud the first time you use each: authorise Zapier, or enter your QuoteCloud API key.
Add actions, map columns
Add each step, such as Get Column Values then Create Document, and map values from earlier steps. The column field map shows what maps well.
Test, then turn it on
Test each step with a sample item and an @example.com contact, check both apps, then switch the Zap on.
Step 1: the trigger, and its test data
Choose monday.com, then Specific Column Value Changed in Board, then the deals board and its Status column. Change a test item's status so Zapier has fresh test data.
Then add a Filter by Zapier step for the label that means a quote is needed, so other status changes stop there.
The full recipe: quotes from deal items1monday.comTrigger
Specific Column Value Changed in Board
- Account
- Larkspur Garden Co. (monday.com)
- Board ID
- Garden leads
- Column ID
- Status
Test: Found a change on Marsh residence · backyard makeover: Status → Quote needed
Illustration with sample data, not Zapier’s screen.
Step 5: Create Document, mapped
Choose QuoteCloud and Create Document, pick the template, then map each data item to a value from an earlier step. The numbers show which step each value comes from.
- Data items take text, numbers, dates and status labels from the item.
- Price-table rows are optional: label, note, price, qty, term, tax and discount.
- Options and content blocks stay as your template sets them: a Zap never ticks options.
Each document a Zap creates carries the per-document fee
What the per-document fee comes to5QuoteCloudAction
Create Document
- Template
- Garden design & build proposal
- Data item · Project
- 3. Name
- Data item · monday item ID
- 1. Item ID
- Data item · Prepared by
- 3. Owner
- Data item · Client budget
- 3. Budget
Test: Draft LG-2417 created in QuoteCloud
Illustration with sample data, not Zapier’s screen.
Ready to build your first Zap?
Start a free 14-day trial of QuoteCloud, then connect it to monday.com in Zapier.
How does a Zap find the item again?
Zaps that start in QuoteCloud have to update the right item. The surest way is the item's ID, kept in a data item when the quote was created: map it straight into Update Item's Item ID.
Without it, use monday.com's Find Items on a column that holds the quote's reference, such as a Quote text column, and test with items whose names look alike.
When the Zap updates the wrong item2monday.comAction
Update Item
- Board ID
- Website deals
- Item ID
- 1. monday item ID (data item)
- Quote status
- Signed
- Deal value
- 1. Total
Test: Updated item Sparrow & Pine · new website & shop
Illustration with sample data, not Zapier’s screen.
Before you start
QuoteCloud Essentials or higher
Zapier and API access, custom data items and Form Builder are on Essentials and up.
A Zapier plan for your volume
Each step a Zap runs uses Zapier tasks; paths, filters and delays depend on your Zapier plan.
Test items only
A test board or group, a test template and @example.com contacts, so nothing reaches a real client.
Labels and columns first
Add the status labels, groups and columns your Zaps write to before you map them.
Set-up questions
Do I need a developer to connect monday.com to QuoteCloud?
No. Zapier is built for people who aren't developers: you pick a trigger, the actions and the monday.com columns to map, then test with a sample item. A developer who wants more control can use QuoteCloud's GraphQL/REST API instead, which is also on the Essentials plan and up.
Which accounts should I connect in Zapier?
Connect monday.com and QuoteCloud with accounts that can see the boards, templates and documents the Zap uses. In QuoteCloud you can authorise Zapier or enter your API key. Many teams use a shared admin account so Zaps keep running when someone leaves.
Where do I start: monday.com or QuoteCloud?
With whichever app the event happens in. An item's status changing starts in monday.com; a quote being viewed, signed, paid or expiring, or a form being submitted, starts in QuoteCloud. Each Zap has one trigger and runs one way, so a job that needs both directions takes two Zaps.
How do I test without contacting a real client?
Use test records made for the job. Set up a test board or group, a test template and contacts at @example.com addresses. A test of Create Document makes a real document in QuoteCloud and a monday.com test changes a real item, so keep tests few and archive test documents afterwards.
More on QuoteCloud and monday.com
Six recipes with the exact Zapier steps, then how to connect, which columns to map, the limits and the cost.
- Create quotes from monday.com deal itemsSet an item's status to Quote needed and a draft quote is created from your template, filled with the item's column values.
- Show quote status in a monday.com status columnViewed, signed, expired or lost: each QuoteCloud event sets the item's status column, so the board shows where every quote is.
- Hand a signed quote to your project boardWhen every signer has signed, the deal is marked Won and a new item lands on the delivery board with the signed PDF.
- Post quote activity as monday.com item updatesFirst views, form answers and payments posted as updates on the item, with the right person mentioned.
- Keep monday.com and QuoteCloud contacts matchedNew contacts on your monday.com contacts board found or created in QuoteCloud, and new QuoteCloud contacts added to the board.
- Follow up expired and lost quotes on monday.comAn expired quote sets the status and pings the owner in an update; a lost one moves the item to your Lost group.
- monday.com columns to QuoteCloud field mapWhich monday.com column types map well to QuoteCloud data items, and which to leave alone: text, numbers, status, people, date, email, mirror.
- Test and troubleshoot your monday.com ZapsTest with a sample item, then fix the usual problems: half-filled items, no item found, status labels, expired PDF links.
- What the monday.com connection can and can't doThe honest limits: one way per Zap, no ticking options, read-only mirror columns, short-lived PDF links, and the API route for developers.
- What the monday.com connection costsThe plan you need and the per-document fee for documents created through Zapier or the API, worked out for your volume.
- FAQAnswers to the questions teams ask before connecting QuoteCloud and monday.com.
Your first Zap, this afternoon.
Start a free 14-day trial, connect monday.com in Zapier and test with a sample item.