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How to connect Formstack and Qwilr
Create a New Scenario to Connect Formstack 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 Formstack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formstack or Qwilr will be your first step. To do this, click "Choose an app," find Formstack or Qwilr, and select the appropriate trigger to start the scenario.
Add the Formstack Node
Select the Formstack node from the app selection panel on the right.
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Configure the Formstack
Click on the Formstack node to configure it. You can modify the Formstack 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 Formstack 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 Formstack 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 Formstack 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Formstack, 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 Formstack and Qwilr integration works as expected. Depending on your setup, data should flow between Formstack 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 Formstack and Qwilr
Formstack + Qwilr + Slack: When a new submission is received in Formstack, a Qwilr page is created from a template. A Slack message is then sent to a designated channel to notify the sales team about the new proposal.
Qwilr + Formstack + Pipedrive: When a Qwilr page is accepted, data from a specified Formstack form is used to create a new person in Pipedrive, effectively adding a new contact based on the accepted proposal details.
Formstack and Qwilr integration alternatives
About Formstack
Use Formstack with Latenode to capture data via forms and automatically trigger workflows. Update databases, send notifications, or create documents based on submissions. Latenode adds logic, routing, and integrations to scale Formstack beyond simple data collection with visual tools and custom code.
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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 Formstack and Qwilr
How can I connect my Formstack account to Qwilr using Latenode?
To connect your Formstack account to Qwilr on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Formstack and click on "Connect".
- Authenticate your Formstack and Qwilr accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Qwilr proposals from Formstack submissions?
Yes, you can! Latenode lets you map Formstack data directly into Qwilr templates, automating proposal creation and saving your sales team valuable time.
What types of tasks can I perform by integrating Formstack with Qwilr?
Integrating Formstack with Qwilr allows you to perform various tasks, including:
- Automatically generating a Qwilr proposal when a form is submitted.
- Updating Qwilr contact information from new Formstack entries.
- Creating personalized thank you notes after a proposal acceptance.
- Triggering internal notifications for high-value form submissions.
- Archiving Formstack submissions when a proposal reaches a certain stage.
Can I use JavaScript functions to transform Formstack data?
Yes! Latenode allows custom JavaScript code to process Formstack data before it's sent to Qwilr, enabling complex transformations.
Are there any limitations to the Formstack and Qwilr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require JavaScript coding.
- File uploads from Formstack may need manual handling in Qwilr.
- Rate limits on the Formstack or Qwilr API may affect performance.
