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Automatically generate customized proposals in Qwilr after a client schedules a consultation via Acuity Scheduling. Use Latenode's visual editor and JavaScript blocks to tailor each proposal dynamically, saving time and ensuring a personalized, professional touch, all while scaling affordably.
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Acuity Scheduling
Qwilr
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Create a New Scenario to Connect Acuity Scheduling and Qwilr
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Acuity Scheduling, triggered by another scenario, or executed manually (for testing purposes). In most cases, Acuity Scheduling or Qwilr will be your first step. To do this, click "Choose an app," find Acuity Scheduling or Qwilr, and select the appropriate trigger to start the scenario.
Add the Acuity Scheduling Node
Select the Acuity Scheduling node from the app selection panel on the right.
Acuity Scheduling
Configure the Acuity Scheduling
Click on the Acuity Scheduling node to configure it. You can modify the Acuity Scheduling URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Qwilr Node
Next, click the plus (+) icon on the Acuity Scheduling node, select Qwilr from the list of available apps, and choose the action you need from the list of nodes within Qwilr.
Acuity Scheduling
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Qwilr
Authenticate Qwilr
Now, click the Qwilr node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Qwilr settings. Authentication allows you to use Qwilr through Latenode.
Configure the Acuity Scheduling and Qwilr Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Acuity Scheduling and Qwilr Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Qwilr
Trigger on Webhook
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Acuity Scheduling
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Acuity Scheduling, Qwilr, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Acuity Scheduling and Qwilr integration works as expected. Depending on your setup, data should flow between Acuity Scheduling and Qwilr (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Acuity Scheduling + Qwilr + Google Calendar: When a new appointment is booked in Acuity Scheduling, automatically create a Qwilr proposal using a template. Subsequently, create a follow-up reminder event in Google Calendar to ensure timely follow-up.
Qwilr + Acuity Scheduling + Slack: When a Qwilr proposal is accepted, automatically schedule a kickoff meeting via Acuity Scheduling and notify the team in a designated Slack channel.
About Acuity Scheduling
Automate appointment scheduling with Acuity inside Latenode. Sync appointments to calendars, send reminders, and update CRMs automatically. Ditch manual data entry and build custom workflows using Latenode’s visual editor and API-first design. Scale your scheduling processes without code or per-step pricing limits.
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About Qwilr
Automate Qwilr quote creation inside Latenode workflows. Automatically generate Qwilr proposals when triggered by new CRM leads or form submissions. Send data to Qwilr, then use Latenode to track views, trigger follow-ups, and update your database—no manual data entry needed. Scale personalized sales flows with ease.
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How can I connect my Acuity Scheduling account to Qwilr using Latenode?
To connect your Acuity Scheduling account to Qwilr on Latenode, follow these steps:
Can I automatically generate Qwilr proposals after booking?
Yes, with Latenode, automatically trigger Qwilr proposals upon Acuity Scheduling bookings. This saves time and ensures prompt, personalized client communication, leveraging no-code and AI.
What types of tasks can I perform by integrating Acuity Scheduling with Qwilr?
Integrating Acuity Scheduling with Qwilr allows you to perform various tasks, including:
Can I filter Acuity Scheduling appointments based on custom fields?
Yes, Latenode enables filtering Acuity Scheduling appointments by any field. This allows for precise workflow triggering based on appointment details.
Are there any limitations to the Acuity Scheduling and Qwilr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: