What the monday.com connection can and can't do
The connection is a set of Zaps you build and own, or your own code on QuoteCloud's API. Here's what it does well, where it stops, and how a document finds its item again.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
Through Zapier, monday.com items can create QuoteCloud quotes from templates, and views, signatures, payments, form answers, expiry and lost quotes can update items, post updates and create items. Each Zap runs one way, never ticks options, and PDF links are short-lived. Zapier and the API are on QuoteCloud's Essentials plan and up.
Last reviewed by the QuoteCloud team
Two overlapping panels with sample data. Behind, Larkspur Garden Co.'s draft proposal with data items filled from a monday.com item and a price table whose optional lighting and rainwater tank are left for the clients to tick. In front, an illustration of the Garden leads board with the Marsh item at Quote needed.
Data 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
Your garden
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Hardscape | $11,230 | ||
Sandstone pavingSawn sandstone, laid on a compacted base
|
38 m² | $125 | $4,750.00 |
Spotted gum deckIncluding posts, bearers and oil finish
|
18 m² | $360 | $6,480.00 |
| Planting & irrigation | $4,000 | ||
Buffalo turfSupplied and laid
|
70 m² | $26 | $1,820.00 |
Drip irrigation, 3 zonesWith a smart controller
|
1 | $2,180 | $2,180.00 |
| Optional extras Tick to add | |||
Garden lightingSix path and uplights on a timer
|
1 | $1,720 | $1,720.00 |
Rainwater tank & pump3,000 L slimline tank
|
1 | $2,400 | $2,400.00 |
- Subtotal
- $15,230.00
- Tax (10%)
- $1,523.00
- Total
- $16,753.00
- Plus, monthly
- $0.00/mo
Garden leadsDeals boardIllustration · sample data
| Item | Owner | Status | Budget |
|---|---|---|---|
| Marsh residence · backyard makeover | NFNoah Field | Quote needed | $16,000 |
| Raman courtyard & terrace | NFNoah Field | Quote sent | $34,500 |
Illustration with sample data: a generic work board, not monday.com’s screen.
What can the monday.com connection do?
Quotes from items
A status change creates the quote from your template, filling data items and any price-table rows you map.
Quotes from deal itemsStatus on the board
Views, signatures, expiry and lost quotes set the item's status, and the signed total its deal value.
Quote status in a columnHand-off on signature
Signing complete marks the deal Won and creates the job on your delivery board with the PDF.
Signed quote to project boardUpdates on the item
First views, form answers and payments posted as item updates, with mentions.
Quote activity as updatesContacts in both apps
New contacts in either app are found, created or added in the other, one Zap each way.
Contacts matchedFollow-ups
Expired quotes ping the owner; lost ones move to your Lost group.
Expired and lost quotes
Where it stops
None of these are bugs. Knowing them up front saves an afternoon of testing.
It doesn't tick options or pick blocks
A Zap fills data items and price-table rows. Optional items stay for the buyer to tick, and the template decides the content.
Each Zap runs one way
From its trigger to its actions. Both directions means two Zaps, and only the events you choose are copied.
PDF links don't last
Generate or Fetch Document PDF Link is short-lived: upload the file to the item in the same Zap, never store the link.
Mirror columns aren't written
A mirror shows another board's value: update the source item. Formula and connect-boards columns can't be searched.
It can't guess the item
A Zap from QuoteCloud needs the item's ID in a data item, or a unique value to search on with Find Items.
It isn't on every plan
Zapier and API access are on Essentials and up, and each document a Zap or the API creates carries a per-document fee.
How a document finds its item again
QuoteCloud and monday.com don't share IDs by themselves. The Zap that creates the quote puts the item's ID in a data item, such as monday item ID.
Every Zap that starts in QuoteCloud then maps that value into Update Item or Create Update. Check the trigger's test data shows it; if your quotes don't come from monday.com, keep the quote's reference in a column and search on it with Find Items.
- Create Document: Item ID → the monday item ID data item.
- Return Zaps: Update Item or Create Update on that Item ID.
Data 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
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.
Can developers use the API instead of Zapier?
Yes. QuoteCloud's integrations list describes monday.com as connected via Zapier or the API. Zapier suits most teams: no code, and the recipes on this site. When you need something Zapier doesn't do, a developer can call QuoteCloud's GraphQL/REST API from your own code, which works with any system that can make HTTPS requests.
In outline, and only as an illustration: your code reads the item's column values from monday.com, creates a QuoteCloud document from a template with those values in its data items, and later reacts to QuoteCloud events to update the item. The API's actual operations and fields come from QuoteCloud, not from this page.
The API is on the Essentials plan and up, like Zapier, and documents created through the API carry the same per-document fee of US$2.00, $1.80 or $1.60 by volume.
Questions about the limits
Do monday.com and QuoteCloud update each other automatically?
Only for the events your Zaps cover. Each Zap runs one way, from its trigger to its actions, so you choose what's copied and when. Anything without a Zap, such as an edit to a sent quote or a renamed item, isn't copied.
Can a Zap tick optional items or choose content blocks?
No. Create Document fills data items and can add price-table rows you map, but it never ticks options or chooses content blocks. Your template decides the content, and the buyer ticks the options they want before signing, so the total updates with their choices.
Is there a QuoteCloud API for monday.com?
Yes, QuoteCloud has a GraphQL/REST API, on the Essentials plan and up, that a developer can call from their own code alongside monday.com. Most teams use Zapier instead, which needs no code. Documents created through either carry the per-document fee.
Is there a fee for every Zap?
No. The per-document fee of US$2.00, $1.80 or $1.60 by volume applies only to documents created through Zapier or the API. Zaps that set a status, post an update, create an item or match contacts don't create documents, so they carry no QuoteCloud fee.
Is there a QuoteCloud app on Make?
No ready-made app, but Make works with QuoteCloud. It's a bring-your-own model: you add the connection with Make's built-in OAuth and call QuoteCloud's API or Zapier endpoints in your scenarios, so you choose every step. No module list is published, and these pages show each recipe as a Zap; the same QuoteCloud endpoints are there when you build it in Make.
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.
- 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 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.
Know the limits, then build.
Start a free 14-day trial and connect monday.com to QuoteCloud with Zaps you own.
Can and can't doFree 14 days · no card
Start free trial