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How to connect Bexio and Qwilr
Create a New Scenario to Connect Bexio 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 Bexio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Bexio or Qwilr will be your first step. To do this, click "Choose an app," find Bexio or Qwilr, and select the appropriate trigger to start the scenario.
Add the Bexio Node
Select the Bexio node from the app selection panel on the right.
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Add the Qwilr Node
Next, click the plus (+) icon on the Bexio 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 Bexio 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 Bexio 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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Webhook response
Save and Activate the Scenario
After configuring Bexio, 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 Bexio and Qwilr integration works as expected. Depending on your setup, data should flow between Bexio 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 Bexio and Qwilr
Qwilr + Slack: When a Qwilr proposal is accepted, a notification is sent to a Slack channel to keep the team informed of sales progress.
Qwilr + Pipedrive + Bexio: When a Qwilr proposal is accepted, update the associated deal stage in Pipedrive and update the corresponding record in Bexio.
Bexio and Qwilr integration alternatives
About Bexio
Sync Bexio contacts, invoices, or products with other apps via Latenode. Automate accounting tasks: trigger invoice creation from new orders or update customer data across your stack. Latenode's visual editor simplifies building complex workflows, and its JavaScript node adds flexibility beyond Bexio's defaults.
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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 Bexio and Qwilr
How can I connect my Bexio account to Qwilr using Latenode?
To connect your Bexio account to Qwilr on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Bexio and click on "Connect".
- Authenticate your Bexio 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 Bexio contacts?
Yes, you can! Latenode allows seamless data transfer between Bexio and Qwilr. Trigger proposals from new contacts, saving time and ensuring prompt client engagement.
What types of tasks can I perform by integrating Bexio with Qwilr?
Integrating Bexio with Qwilr allows you to perform various tasks, including:
- Automatically create Qwilr proposals when a new deal is created in Bexio.
- Update Bexio contact information when a Qwilr proposal is accepted.
- Send customized welcome emails via Qwilr to new Bexio contacts.
- Track Qwilr proposal status updates in Bexio as notes or comments.
- Generate Bexio invoices automatically upon Qwilr proposal acceptance.
What Bexio data can I access within Latenode workflows?
Latenode provides access to Bexio contacts, invoices, products, projects, and sales pipelines for seamless automation.
Are there any limitations to the Bexio and Qwilr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Bexio and Qwilr APIs may affect high-volume data transfers.
- Complex data transformations may require JavaScript coding.
- Real-time updates depend on the polling interval of the respective APIs.
