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How to connect Alegra and Qwilr
Create a New Scenario to Connect Alegra 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 Alegra, triggered by another scenario, or executed manually (for testing purposes). In most cases, Alegra or Qwilr will be your first step. To do this, click "Choose an app," find Alegra or Qwilr, and select the appropriate trigger to start the scenario.
Add the Alegra Node
Select the Alegra node from the app selection panel on the right.
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Add the Qwilr Node
Next, click the plus (+) icon on the Alegra node, select Qwilr from the list of available apps, and choose the action you need from the list of nodes within Qwilr.
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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 Alegra 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 Alegra and Qwilr Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Qwilr
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Alegra, 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 Alegra and Qwilr integration works as expected. Depending on your setup, data should flow between Alegra and Qwilr (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Alegra and Qwilr
Qwilr + Slack: When a Qwilr proposal is accepted, send a notification to a designated Slack channel, alerting the sales team of the successful deal.
Qwilr + Google Sheets + Alegra: Upon acceptance of a Qwilr proposal, a new row is added to Google Sheets to track the deal, and Alegra is updated with relevant deal information by creating a new contact.
Alegra and Qwilr integration alternatives
About Alegra
Automate accounting tasks using Alegra within Latenode. Retrieve invoices, manage contacts, and track payments. Integrate Alegra data with other apps to automate financial reporting or trigger actions based on accounting events. Latenode adds flexible scheduling, error handling, and custom logic to streamline Alegra workflows beyond its standard features, creating robust, end-to-end processes.
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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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FAQ Alegra and Qwilr
How can I connect my Alegra account to Qwilr using Latenode?
To connect your Alegra account to Qwilr on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Alegra and click on "Connect".
- Authenticate your Alegra and Qwilr accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate quote creation in Qwilr from new Alegra clients?
Yes, you can! Latenode automates this, triggering quote creation in Qwilr upon new Alegra client entries, saving time and ensuring prompt follow-ups.
What types of tasks can I perform by integrating Alegra with Qwilr?
Integrating Alegra with Qwilr allows you to perform various tasks, including:
- Automatically creating Qwilr quotes when a new project starts in Alegra.
- Updating client information in Qwilr when details are changed in Alegra.
- Sending Qwilr proposal links to new Alegra contacts automatically.
- Tracking proposal acceptance status in Qwilr and updating project status in Alegra.
- Creating invoices in Alegra upon proposal acceptance in Qwilr.
What Alegra data can Latenode access and manipulate?
Latenode can access and manipulate contacts, invoices, products, and other essential Alegra data to streamline your workflows.
Are there any limitations to the Alegra and Qwilr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript coding within Latenode.
- Real-time synchronization depends on the API rate limits of Alegra and Qwilr.
- Custom fields in Alegra and Qwilr might need manual mapping in Latenode.
