Exporting info and a PDF from gravity forms to Monday

Platform discussions monday apps & integrations
1

Hi there, we’re building a simple quotation tool within Wordpress and would like to connect it to Monday.

This tool calculates a price and then spits out a total price and also a PDF quotation document. When the quote is complete I’d then like the following information to be sent automatically to Monday with the following info added to a pretty standard board…

  • Client name
  • Name of quote (eg ‘website quotation for ABC limited’)
  • I’d like the ‘person/owner’ field to be updated on the board to the relevant person (we’ll have a drop down of the various people in Wordpress)
  • Any notes within a text field in Wordpress would need to be added to the item comments in Monday
  • Status to be updated to be ‘quoted’
  • The total amount of the quote to be added to a number/currency field
  • The PDF quote produced by Wordpress to be sent to Monday and uploaded as a file for that item

Is this possible? Maybe via gravity forms or something else?

Many thanks!

2

Hello @ianjohnson Welcome to the community! Sounds really interesting as we have been looking at doing something simliar. They have a new Quotes & Invoices section on the CRM tool I dont know if it would be worth exploring with automations? https://support.monday.com/hc/en-us/articles/21050405375762-The-new-Quotes-Invoices

Yes, it should be possible to integrate your WordPress quotation tool with Monday.com to automatically send the required information.

One effective approach would be to use Gravity Forms in WordPress with a Monday.com integration tool, such as Zapier, Integromat, or a custom API integration. Here’s how each piece of information could be mapped and sent to Monday:

  1. Client name - Capture the client’s name in Gravity Forms and map it to the Monday.com board.
  2. Quote name - Set up a field for the quote name (like “Website Quotation for ABC Limited”) and send this to the “Name of quote” field on Monday.
  3. Person/Owner - Use a dropdown field in Gravity Forms for team members, then map this to the “Person” field in Monday.
  4. Notes - Any notes added in a text field in Gravity Forms can be mapped to the comments section for the item in Monday.
  5. Status - Set the status field to update automatically to “Quoted” when data is sent over.
  6. Total amount - Map the calculated total price to a number/currency field in Monday.
  7. PDF Quote Document - Use a plugin or custom script to save the PDF and upload it as a file to the relevant item in Monday.

Gravity Forms, together with an integration platform, should allow for these custom mappings. For advanced needs, a custom API integration could offer even more control over how information flows to Monday.

Hope that helps others may know of other suggestions for you :slight_smile: