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How to connect Basin and Qwilr
Create a New Scenario to Connect Basin 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 Basin, triggered by another scenario, or executed manually (for testing purposes). In most cases, Basin or Qwilr will be your first step. To do this, click "Choose an app," find Basin or Qwilr, and select the appropriate trigger to start the scenario.
Add the Basin Node
Select the Basin node from the app selection panel on the right.
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Add the Qwilr Node
Next, click the plus (+) icon on the Basin 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 Basin 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 Basin 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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Save and Activate the Scenario
After configuring Basin, 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 Basin and Qwilr integration works as expected. Depending on your setup, data should flow between Basin 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 Basin and Qwilr
Basin + Qwilr + Slack: When a new form submission is received in Basin, a proposal is automatically created in Qwilr using a predefined template. A notification is then sent to a Slack channel to alert the team for review.
Qwilr + Basin + Airtable: When a proposal in Qwilr is accepted, the data from the proposal is logged in Basin. Subsequently, an Airtable record is updated with the data received from the accepted Qwilr proposal.
Basin and Qwilr integration alternatives
About Basin
Use Basin inside Latenode to capture form submissions without server-side code. Connect form data to any app via REST API or Webhooks, triggering automated workflows. Validate, transform, and route data with Latenode's visual editor, enhancing lead management and data collection, and avoiding back-end setup.
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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 Basin and Qwilr
How can I connect my Basin account to Qwilr using Latenode?
To connect your Basin account to Qwilr on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Basin and click on "Connect".
- Authenticate your Basin and Qwilr accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Qwilr proposals from new Basin form submissions?
Yes, you can! Latenode’s visual builder makes this easy. Trigger proposal creation upon form submission, saving time and ensuring prompt follow-up with potential clients.
What types of tasks can I perform by integrating Basin with Qwilr?
Integrating Basin with Qwilr allows you to perform various tasks, including:
- Create a new Qwilr project when a new form is submitted in Basin.
- Update a Qwilr contact with information collected from a Basin form.
- Send customized Qwilr proposals based on Basin form data and AI analysis.
- Archive a Qwilr project when a corresponding form is marked as completed.
- Add Basin form attachments directly to a Qwilr proposal as supporting documents.
How secure is form data passed from Basin to Qwilr in Latenode?
Latenode uses secure data transfer protocols. Plus, you can leverage JavaScript blocks for custom encryption if needed, adding an extra layer of protection.
Are there any limitations to the Basin and Qwilr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require JavaScript knowledge.
- File size limits apply when transferring attachments from Basin to Qwilr.
- Rate limits from Basin and Qwilr APIs can affect high-volume workflows.
