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How to connect GoCanvas and Qwilr
Create a New Scenario to Connect GoCanvas 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 GoCanvas, triggered by another scenario, or executed manually (for testing purposes). In most cases, GoCanvas or Qwilr will be your first step. To do this, click "Choose an app," find GoCanvas or Qwilr, and select the appropriate trigger to start the scenario.
Add the GoCanvas Node
Select the GoCanvas node from the app selection panel on the right.
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Configure the GoCanvas
Click on the GoCanvas node to configure it. You can modify the GoCanvas 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 GoCanvas 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 GoCanvas 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 GoCanvas 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 GoCanvas, 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 GoCanvas and Qwilr integration works as expected. Depending on your setup, data should flow between GoCanvas 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 GoCanvas and Qwilr
GoCanvas + Qwilr + Salesforce: When a new submission is received in GoCanvas, the data is used to create a proposal in Qwilr. Upon acceptance of the Qwilr proposal, the contact details are updated in Salesforce.
Qwilr + GoCanvas + QuickBooks: When a Qwilr page is accepted, a work order is created in GoCanvas. Subsequently, an invoice is generated in QuickBooks based on the accepted proposal.
GoCanvas and Qwilr integration alternatives
About GoCanvas
Use GoCanvas with Latenode to automate data capture from mobile forms into your workflows. Integrate field data directly into databases or CRMs. Trigger follow-up actions based on form submissions, like generating reports or sending notifications. Simplify field operations and improve data accuracy inside Latenode’s visual environment.
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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 GoCanvas and Qwilr
How can I connect my GoCanvas account to Qwilr using Latenode?
To connect your GoCanvas account to Qwilr on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select GoCanvas and click on "Connect".
- Authenticate your GoCanvas and Qwilr accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Qwilr proposals from GoCanvas inspection data?
Yes, you can! Latenode lets you trigger proposal creation in Qwilr when a new GoCanvas inspection is completed. Streamline your sales cycle and reduce manual data entry with ease.
What types of tasks can I perform by integrating GoCanvas with Qwilr?
Integrating GoCanvas with Qwilr allows you to perform various tasks, including:
- Create a new Qwilr proposal when a GoCanvas form is submitted.
- Update a Qwilr proposal with new data from GoCanvas.
- Send a Qwilr proposal link via SMS after a GoCanvas inspection.
- Generate custom reports combining GoCanvas and Qwilr data.
- Archive completed Qwilr proposals based on GoCanvas status.
How does Latenode enhance GoCanvas data sent to Qwilr?
Latenode allows you to transform and filter GoCanvas data using JavaScript and AI before sending it to Qwilr, ensuring accuracy and relevance.
Are there any limitations to the GoCanvas and Qwilr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require some JavaScript knowledge.
- The integration relies on the GoCanvas and Qwilr APIs being available.
- Large data volumes could impact workflow execution time.
