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How to connect Docparser and Qwilr
Create a New Scenario to Connect Docparser 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 Docparser, triggered by another scenario, or executed manually (for testing purposes). In most cases, Docparser or Qwilr will be your first step. To do this, click "Choose an app," find Docparser or Qwilr, and select the appropriate trigger to start the scenario.
Add the Docparser Node
Select the Docparser node from the app selection panel on the right.
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Configure the Docparser
Click on the Docparser node to configure it. You can modify the Docparser URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Qwilr Node
Next, click the plus (+) icon on the Docparser 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 Docparser 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 Docparser 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 Docparser, 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 Docparser and Qwilr integration works as expected. Depending on your setup, data should flow between Docparser 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 Docparser and Qwilr
Docparser + Qwilr + Pipedrive: When a document is parsed in Docparser, the extracted data is used to automatically generate a sales proposal in Qwilr. This new proposal is then saved as a deal in Pipedrive.
Qwilr + Docparser + Google Sheets: When a Qwilr page is accepted, the data is extracted via Docparser and pricing is subsequently updated to a Google Sheet, maintaining a central pricing database.
Docparser and Qwilr integration alternatives
About Docparser
Extract data from PDFs, invoices, and forms automatically with Docparser in Latenode. Stop manual data entry. Build workflows that trigger actions based on parsed content. Use Latenode’s no-code tools to filter, transform, and route data to your database or apps, creating scalable document processing pipelines.
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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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FAQ Docparser and Qwilr
How can I connect my Docparser account to Qwilr using Latenode?
To connect your Docparser account to Qwilr on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Docparser and click on "Connect".
- Authenticate your Docparser and Qwilr accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Qwilr proposals from parsed documents?
Yes, you can! Latenode lets you map parsed Docparser data directly into Qwilr proposals. Automate the entire process and eliminate manual data entry. Save time and improve accuracy using no-code blocks.
What types of tasks can I perform by integrating Docparser with Qwilr?
Integrating Docparser with Qwilr allows you to perform various tasks, including:
- Automatically populate Qwilr proposal fields from parsed invoices.
- Create client records in Qwilr based on data extracted from applications.
- Trigger Qwilr proposal creation when a contract is parsed by Docparser.
- Update existing Qwilr projects with data extracted from new documents.
- Send personalized Qwilr proposals after Docparser processes lead forms.
What Docparser data can I use inside Latenode workflows?
You can use any parsed data from Docparser, including text, tables, and form fields, to automate various tasks in your Qwilr workflows within Latenode.
Are there any limitations to the Docparser and Qwilr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document layouts in Docparser might require advanced parsing configurations.
- Qwilr API limits may affect the number of proposals you can create in a given timeframe.
- Data formatting inconsistencies between Docparser and Qwilr may require transformation.
