SALES
Create a Monday mutual action plan when a CPQ quote-accepted webhook signals negotiation
Listens for a quote-accepted webhook from your CPQ or quoting tool, treats it as the start of negotiation, and builds a Monday mutual action plan seeded with the quoted line items.
How it runs
The automated pipeline, trigger to output.
- TriggerCPQ quote-accepted webhook receivedHTTP webhook
- LogicValidate payload has quote ID, buyer, value, and line items
- LogicRoute on deal size to choose milestone set
- ActionCreate Monday item seeded with quoted line items and valuemonday.com
- ActionAdd milestone subitems anchored to the in-service datemonday.com
- OutputRespond to the webhook with the new Monday item URLHTTP webhook
What it does
When your quoting or CPQ system fires a quote-accepted webhook, this workflow reads that as negotiation kicking off and immediately stands up a Monday mutual action plan seeded with the exact quoted products, total value, and a procurement-oriented milestone sequence.
When to use it
Use it when the real "we're negotiating" signal is a buyer accepting a quote, not a CRM stage edit. Best for teams whose quoting tool can post a webhook and who want the MAP to reflect the specific quoted scope rather than a generic template.
How it works
- 1An incoming webhook from your CPQ tool fires when a quote is accepted.
- 2The flow validates the webhook payload has a quote ID, buyer, value, and line items.
- 3It routes on deal size, choosing a lightweight or full procurement milestone set.
- 4A Monday board item is created for the deal, seeded with the quoted line items and total value.
- 5Milestone subitems are added per the chosen path, with target dates anchored to the desired in-service date.
- 6The flow responds to the webhook with the new Monday item URL so the calling system can store the link.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect monday.comVisual work management for teams.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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