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How to connect Blue and Qwilr
Create a New Scenario to Connect Blue 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 Blue, triggered by another scenario, or executed manually (for testing purposes). In most cases, Blue or Qwilr will be your first step. To do this, click "Choose an app," find Blue or Qwilr, and select the appropriate trigger to start the scenario.
Add the Blue Node
Select the Blue node from the app selection panel on the right.
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Add the Qwilr Node
Next, click the plus (+) icon on the Blue 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 Blue 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 Blue 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 Blue, 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 Blue and Qwilr integration works as expected. Depending on your setup, data should flow between Blue 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 Blue and Qwilr
Blue + Qwilr + Slack: When a new project is created in Blue, automatically create a proposal in Qwilr using a predefined template and notify the sales team in Slack via a public channel message.
Qwilr + Pipedrive + Blue: When a Qwilr proposal is accepted, automatically create a new person in Pipedrive and create a project in the Blue platform.
Blue and Qwilr integration alternatives
About Blue
Use Blue in Latenode to streamline data validation. Catch errors early by adding pre-built Blue validation nodes to any workflow. Automate data cleansing and standardization before it reaches your database, avoiding inconsistencies. Benefit from Latenode’s visual editor and scaling features.
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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 Blue and Qwilr
How can I connect my Blue account to Qwilr using Latenode?
To connect your Blue account to Qwilr on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Blue and click on "Connect".
- Authenticate your Blue and Qwilr accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I auto-create Qwilr proposals from new Blue leads?
Yes, you can! Latenode allows seamless automation. Trigger Qwilr proposal creation upon new Blue lead entries, ensuring timely, personalized responses and boosting conversion.
What types of tasks can I perform by integrating Blue with Qwilr?
Integrating Blue with Qwilr allows you to perform various tasks, including:
- Automatically generate Qwilr proposals when a new deal reaches a specific stage in Blue.
- Update Qwilr proposal statuses based on changes in Blue deal stages.
- Create Blue contacts from new Qwilr form submissions.
- Send customized Qwilr proposals to Blue contacts based on their profiles.
- Archive Qwilr proposals when the corresponding Blue deal is won or lost.
How secure is my Blue data when using the Latenode integration?
Latenode employs robust security measures, including encryption and access controls, safeguarding your Blue data throughout the integration process.
Are there any limitations to the Blue and Qwilr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Qwilr templates might require custom JavaScript for optimal data mapping.
- Rate limits on the Blue and Qwilr APIs can affect high-volume workflows.
- Certain advanced Blue custom fields might not be directly accessible.
