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How to connect ClickUp and Qwilr
Create a New Scenario to Connect ClickUp 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 ClickUp, triggered by another scenario, or executed manually (for testing purposes). In most cases, ClickUp or Qwilr will be your first step. To do this, click "Choose an app," find ClickUp or Qwilr, and select the appropriate trigger to start the scenario.
Add the ClickUp Node
Select the ClickUp node from the app selection panel on the right.
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Add the Qwilr Node
Next, click the plus (+) icon on the ClickUp 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 ClickUp 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 ClickUp 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 ClickUp, 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 ClickUp and Qwilr integration works as expected. Depending on your setup, data should flow between ClickUp 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 ClickUp and Qwilr
Qwilr + ClickUp + Slack: When a Qwilr proposal is accepted, update the corresponding ClickUp task with a comment and notify a Slack channel about the acceptance.
Qwilr + ClickUp + Google Sheets: When a Qwilr proposal is sent, the details of the proposal and the associated ClickUp task ID are added to a Google Sheet for tracking and analysis.
ClickUp and Qwilr integration alternatives
About ClickUp
Connect ClickUp to Latenode and automate project task management. Trigger actions based on events, sync tasks across platforms, or generate reports. Latenode adds flexibility with custom JavaScript, AI tools, and a visual interface to orchestrate complex ClickUp workflows without expensive per-step costs. Simplify project 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 ClickUp and Qwilr
How can I connect my ClickUp account to Qwilr using Latenode?
To connect your ClickUp account to Qwilr on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select ClickUp and click on "Connect".
- Authenticate your ClickUp and Qwilr accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update ClickUp tasks when a Qwilr proposal is accepted?
Yes, with Latenode! Trigger ClickUp task updates from Qwilr events. This automation keeps your project management aligned with sales progress, saving time and ensuring accuracy.
What types of tasks can I perform by integrating ClickUp with Qwilr?
Integrating ClickUp with Qwilr allows you to perform various tasks, including:
- Create ClickUp tasks when a new Qwilr proposal is generated.
- Update ClickUp task statuses based on Qwilr proposal status.
- Send Qwilr proposal links to ClickUp tasks for easy reference.
- Generate Qwilr proposals from ClickUp tasks using task data.
- Trigger custom notifications in ClickUp when a Qwilr proposal is accepted.
Can Latenode handle complex data transformations between ClickUp and Qwilr?
Yes! Latenode's JavaScript and AI blocks let you handle any transformation, ensuring data from ClickUp seamlessly integrates into Qwilr and vice versa.
Are there any limitations to the ClickUp and Qwilr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time updates depend on the polling interval of each app's API.
- Complex workflows may require some JavaScript knowledge.
- File attachments from Qwilr may need custom handling in ClickUp.
