monday.com columns to QuoteCloud field map
Which monday.com column types fill a QuoteCloud quote well, which ones QuoteCloud can write back to, and the few to leave alone.
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- Building QuoteCloud since 2013
monday.com's text, numbers, status, people, date and email columns map well into QuoteCloud data items and the recipient through Zapier. Back on the board, Zaps set status, numbers, date and text columns, post updates and upload files. Mirror, formula and connect-boards columns need care. Zapier access is on QuoteCloud's Essentials plan and up.
Last reviewed by the QuoteCloud team
Larkspur Garden Co.'s draft proposal LG-2417, showing its data items filled from a monday.com item: project from the item name, monday item ID 1843092215, prepared by Noah Field from the Owner people column, client budget $16,000 from the Budget numbers column and the preferred start from the Start date column.
Which monday.com columns map to QuoteCloud?
Arrows point the way the value travels. Each row is one column type, with a sample value.
| monday.com: monday.com column type | Direction | QuoteCloud: QuoteCloud field | Goes into | Example (sample data) | Note |
|---|---|---|---|---|---|
| Into a quote · Create Document, Add Document Recipient | |||||
| Item name | monday.com to QuoteCloud | A data item, or the document title | Data item | Marsh residence · backyard makeover |
|
| Item ID | monday.com to QuoteCloud | monday item ID | Data item | 1843092215 |
Keep it: return Zaps update the item with it. |
| Text | monday.com to QuoteCloud | A data item | Data item | Backyard, Marsh residence |
|
| Numbers | monday.com to QuoteCloud | A data item | Data item | 16000 |
No currency sign: write it in the template. |
| Numbers | monday.com to QuoteCloud | Price-table row: price or qty | Price-table column | 38 |
When the item holds one line, such as square metres. |
| Status | monday.com to QuoteCloud | A data item | Data item | Design & build |
The label's text. |
| People | monday.com to QuoteCloud | A data item | Data item | Noah Field |
If the test data shows a user ID, add Get User Details. |
| Date | monday.com to QuoteCloud | A data item | Data item | 2026-11-16 |
Reformat it with a Formatter step if you want words. |
| monday.com to QuoteCloud | Contact email | Contact field | ava.marsh@example.com |
Find or Create Contact matches on it. | |
| Back onto the board · Update Item, Create Update, Upload File to Specific Column | |||||
| Status | QuoteCloud to monday.com | A fixed label per event | Status column | Viewed · Signed · Won |
Use labels that already exist on the column. |
| Numbers | QuoteCloud to monday.com | Document total | Numbers column | 17996 |
|
| Date | QuoteCloud to monday.com | Viewed at, signed date | Date column | 2026-10-22 |
|
| Text | QuoteCloud to monday.com | Document reference | Text column | GS-2611 |
|
| Files | QuoteCloud to monday.com | PDF from Generate or Fetch Document PDF Link | Files column | MP-S-2417.pdf |
Upload in the same Zap: the link is short-lived. |
| Updates (the item's thread) | QuoteCloud to monday.com | Event details, form answers | Update | Hannah Lee opened TP-2741 |
|
| Handle with care | |||||
| Mirror | monday.com to QuoteCloud | Read it, don't write it | Not mapped | Client's region (from Accounts) |
A mirror shows a value from a connected board: update the source item instead. |
| Formula | monday.com to QuoteCloud | A data item, with care | Data item | Margin 32% |
Zapier gets up to 5 formula columns per request, and Find Items can't search them. |
| Connect boards | monday.com to QuoteCloud | Not mapped | Not mapped | Accounts: Harbourline Physio |
Find Items can't search connect-boards columns. |
| Subitems | monday.com to QuoteCloud | Not covered here | Not mapped | Artwork · Proof · Install |
These recipes don't turn subitems into price-table rows. |
All values are sample data from fictional businesses. Column names are yours; the types are monday.com's.
The one field every return Zap needs
A Zap that starts in QuoteCloud has to update the right item on the board. The surest way is the item's ID, put in a data item when the quote is created from the item.
Update Item and Create Update then take that ID directly, with no search. Check that your QuoteCloud trigger's test data shows the data item before you rely on it.
Where the item ID comes fromData items filled by the Zap
Project- Marsh residence · backyard makeoverFrom monday.com · Item name
monday item ID- 1843092215From monday.com · Item ID
Prepared by- Noah FieldFrom monday.com · Owner column
Client budget- $16,000From monday.com · Budget column
Preferred start- Mon 16 Nov 2026From monday.com · Start column
Column types to watch
Status labels
Write labels exactly as they appear on the column, and add them before the Zap runs.
Numbers and money
Numbers come and go without a currency sign. Decide whether a deal value is before or after tax.
People
A People column can arrive as a user ID: Get User Details turns it into a name for a data item.
Mirror and formula
They show values from elsewhere. Read them if you need to; write to the source column instead.
Build it with a free trial
Zapier access is on QuoteCloud's Essentials plan and up. Start a free 14-day trial, connect monday.com and test with a sample item.
Field map questions
Which monday.com columns can fill a QuoteCloud quote?
Most of the common ones. The item name, text, numbers, status, people, date and phone columns can fill QuoteCloud data items, an email column gives the recipient, and numbers can fill price-table rows. Create Document fills them when a Zap creates the quote. Custom data items are on the Essentials plan and up.
Can QuoteCloud write to a monday.com mirror column?
No, and you shouldn't need to. A mirror column shows a value from an item on a connected board, so update that source item instead. A Zap can read a mirror value with Get Column Values if the quote needs it.
Can a Zap fill the price table from monday.com?
Partly. Create Document can add price-table rows from values you map: a label, note, price, quantity, term, tax and discount. It can't tick optional items or choose content blocks, and these recipes don't turn subitems into rows. The template and the buyer do the rest.
Which QuoteCloud fields travel back to monday.com?
What QuoteCloud's triggers carry: who viewed, signed or paid and when, the document's status, total and reference, and form answers. They land as status, numbers, date and text columns, updates, new items and files through Update Item, Create Update, Create Item and Upload File to Specific Column.
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.
- Connect monday.com to QuoteCloud, step by stepSign in to both apps in Zapier, pick the board and column, map the values, test with a sample item and turn it on.
- 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.
Map it once, use it on every item.
Start a free 14-day trial and map your first monday.com columns into a QuoteCloud template.