WeQuote + monday.com Integrations
Put WeQuote + monday.com to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between WeQuote and monday.com
See the kind of workflows teams build with WeQuote and monday.com below — describe the exact one you want above and the Agent builds it on demand.
WeQuote + monday.com
When a new item is added to your monday.com board, create a corresponding customer in WeQuote.
See details
Convert meeting notes into actionable tasks
When a new note is created in WeQuote, automatically create a task in monday.com so project team members can follow up.
See details
Generate project agreements on task creation
When a new task is created in monday.com, automatically generate a document from a template in WeQuote and send it for signature.
See details
Append completion details to project notes
When a task is completed in monday.com, automatically append the updates to a running project summary note in WeQuote.
See details
Browse the full workflow library →
Looking to achieve something else with WeQuote and monday.com?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for WeQuote and monday.com
Everything WeQuote and monday.com can do inside a workflow — the triggers that start one and the actions that run when it fires.
WeQuote Explore WeQuote →
WeQuote is a proposal and quoting platform designed for AV and IT integrators to create estimates and manage product catalogs.
TriggersTriggers when a Customer is created
Triggers when a invoice is created
Triggers when an Invoice status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
List secondary companies added to your WeQuote account
List all areas in a quote
List all areas and area groups in a quote
Add a contact to a customer on WeQuote
Add Documents to Project
Add Notes to Project
Adding the products to the quote in Wequote
Change the status of the Purchase Order in Wequote
Create a new Quote by duplicating and existing Quote.
monday.com Explore monday.com →
monday.com is a work operating system that enables teams to manage projects, automate workflows, and track task progress.
TriggersTriggers when any column's value is changed in the selected board.
Triggers when an item is created in a specific board.
Triggers when an item is moved to a group (same or different board).
Triggers when a new board is created.
Triggers when a new subitem on a specific board is created.
Triggers when one of the specified columns' value is changed in the selected board.
Archives a board
Archives a specific group in a board
Archives an item
Update an item's name
Change multiple column values of an item
Creates a new board
Other Documents & Notes apps on Knit
Explore more Documents & Notes integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Arvo
Arvo is a visual documentation tool that helps businesses create, organize, and share visual operating procedures and playbooks.
Attach
Attach is a document sharing and tracking platform that helps sales teams track when prospects view sent documents and presentations.
AudioPen
AudioPen is an AI-powered voice note app that converts spoken audio recordings into structured, clearly written text summaries.
AuditCase
AuditCase is a cloud-based document management and practice administration software system designed specifically for accounting and auditing practices.
Better Proposals
Better Proposals is a proposal creation platform that helps businesses build, send, track, and accept online proposals and contracts.
Bidsketch
Bidsketch is a proposal management software that helps freelancers and agencies create, send, and track client proposals.
Buildin.AI
Buildin.AI is an AI-powered collaborative workspace platform for note-taking, document creation, and task management.
Calculator Studio
An interactive spreadsheet and dashboard tool for building custom visual calculators and data models.
Other Project Management apps on Knit
Explore more Project Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10,000ft
A high-level resource management and project planning software designed to help businesses manage team capacity and project forecasts.
1st things 1st
1st things 1st is prioritization software designed to help teams analyze, rank, and organize project goals and tasks.
Accelo
Accelo is a cloud service operations platform designed to automate client work, retainers, and business management workflows.
ActiveCollab
A project management and collaboration software that helps teams organize work tasks, track time, and invoice client work.
Acute
Acute is a product feedback management software that allows SaaS teams to collect feature requests, prioritize roadmaps, and engage users.
adam.ai
A meeting intelligence platform that helps teams organize meeting agendas, record key decisions, and manage actionable project tasks.
AdaptiveWork
AdaptiveWork is an enterprise project and portfolio management solution that helps teams track work, resources, and project status.
Aero Workflow
A practice management and workflow automation application built specifically for accounting professionals and bookkeeping firms.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about WeQuote + monday.com
Is there a pre-built WeQuote + monday.com automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches WeQuote and monday.com's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built WeQuote or monday.com connector?
No. The Agent works whether or not WeQuote or monday.com already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting notes to project management simplify client onboarding?
You can automatically send contracts for signature in WeQuote as soon as a new onboarding task is created in monday.com.
Can meeting notes automatically generate actionable project tasks?
Yes, creating a new meeting note in WeQuote can automatically create a corresponding task in monday.com for team members to execute.