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How to connect Atera and Qwilr
Create a New Scenario to Connect Atera 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 Atera, triggered by another scenario, or executed manually (for testing purposes). In most cases, Atera or Qwilr will be your first step. To do this, click "Choose an app," find Atera or Qwilr, and select the appropriate trigger to start the scenario.
Add the Atera Node
Select the Atera node from the app selection panel on the right.
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Add the Qwilr Node
Next, click the plus (+) icon on the Atera 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 Atera 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 Atera 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Atera, 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 Atera and Qwilr integration works as expected. Depending on your setup, data should flow between Atera 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 Atera and Qwilr
Qwilr + Atera + Slack: When a quote is accepted in Qwilr, a new project is automatically created in Atera. Subsequently, a notification is sent via Slack to the project team to inform them of the new project.
Qwilr + Atera + QuickBooks: Upon acceptance of a quote in Qwilr, a new project is created in Atera and an invoice is automatically generated in QuickBooks, streamlining the billing process.
Atera and Qwilr integration alternatives
About Atera
Use Atera with Latenode to automate IT support tasks. Trigger workflows on alerts, automatically create tickets, or update asset info. Integrate Atera's monitoring data with other apps for deeper insights and faster issue resolution. Customize rules and actions using Latenode's visual editor or JavaScript for precise automation.
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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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See how Latenode works
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FAQ Atera and Qwilr
How can I connect my Atera account to Qwilr using Latenode?
To connect your Atera account to Qwilr on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Atera and click on "Connect".
- Authenticate your Atera and Qwilr accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate Qwilr proposals from new Atera tickets?
Yes, you can! Latenode allows triggering Qwilr proposal creation from Atera tickets. Automate this to reduce response time and ensure timely client communication.
What types of tasks can I perform by integrating Atera with Qwilr?
Integrating Atera with Qwilr allows you to perform various tasks, including:
- Automatically creating Qwilr proposals when new Atera tickets are opened.
- Updating Qwilr proposal statuses based on changes in Atera ticket status.
- Sending Qwilr proposals to clients directly from Atera ticket interfaces.
- Generating summary reports of open Atera tickets within Qwilr documents.
- Creating new Atera tickets from accepted Qwilr proposals.
Can Latenode handle complex data transformations between Atera and Qwilr?
Yes. Latenode's JavaScript and AI blocks easily transform data, ensuring compatibility between Atera's technical details and Qwilr's proposal format.
Are there any limitations to the Atera and Qwilr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization depends on the API rate limits of both Atera and Qwilr.
- Complex workflows with extensive data transformations may require advanced JavaScript skills.
- Custom fields in Atera or Qwilr might require specific mapping configurations in Latenode.
