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How to connect Knack and Qwilr
Create a New Scenario to Connect Knack 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 Knack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Knack or Qwilr will be your first step. To do this, click "Choose an app," find Knack or Qwilr, and select the appropriate trigger to start the scenario.
Add the Knack Node
Select the Knack node from the app selection panel on the right.
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Add the Qwilr Node
Next, click the plus (+) icon on the Knack 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 Knack 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 Knack 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 Knack, 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 Knack and Qwilr integration works as expected. Depending on your setup, data should flow between Knack 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 Knack and Qwilr
Knack + Qwilr + Slack: When a new record is created in Knack, it triggers the creation of a Qwilr proposal using a pre-defined template. Upon creation of the Qwilr proposal, a notification is sent to a designated Slack channel to inform the team.
Qwilr + Knack + PandaDoc: When a Qwilr proposal is accepted, a new contract is created in PandaDoc from a template. The associated Knack record is then updated with a link to the newly created PandaDoc contract.
Knack and Qwilr integration alternatives
About Knack
Use Knack with Latenode to build custom database apps and automate workflows. Connect Knack data to other services, like CRMs or marketing tools, without code. Latenode lets you transform and route Knack data, create advanced logic, and scale automation beyond Knack's built-in limits, all visually and affordably.
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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 Knack and Qwilr
How can I connect my Knack account to Qwilr using Latenode?
To connect your Knack account to Qwilr on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Knack and click on "Connect".
- Authenticate your Knack and Qwilr accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send Qwilr proposals upon new Knack record creation?
Yes, you can! Latenode's visual editor makes it simple. Trigger Qwilr proposal creation when new records appear in Knack, streamlining your sales process and saving time.
What types of tasks can I perform by integrating Knack with Qwilr?
Integrating Knack with Qwilr allows you to perform various tasks, including:
- Create personalized Qwilr proposals based on Knack database entries.
- Update Knack records when a Qwilr proposal is accepted or declined.
- Generate Qwilr quotes from Knack requests automatically.
- Track proposal status in Knack using data from Qwilr.
- Send automated email notifications when proposals are viewed.
How secure is connecting Knack and Qwilr through Latenode?
Latenode employs robust security measures, including encryption and secure authentication protocols, ensuring the safety of your data during integration.
Are there any limitations to the Knack and Qwilr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Qwilr template modifications may require custom JavaScript code.
- Data transfer limits depend on your Knack and Qwilr subscription plans.
- Real-time updates are subject to API rate limits of both platforms.
