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Automatically update Qwilr proposals with the freshest data from Microsoft Excel using Latenode’s visual editor. Scale your workflows affordably and maintain consistent branding. Combine no-code blocks with custom logic for dynamic documents.
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Microsoft Excel
Qwilr
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Create a New Scenario to Connect Microsoft Excel 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 Microsoft Excel, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft Excel or Qwilr will be your first step. To do this, click "Choose an app," find Microsoft Excel or Qwilr, and select the appropriate trigger to start the scenario.
Add the Microsoft Excel Node
Select the Microsoft Excel node from the app selection panel on the right.
Microsoft Excel
Configure the Microsoft Excel
Click on the Microsoft Excel node to configure it. You can modify the Microsoft Excel 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 Microsoft Excel node, select Qwilr from the list of available apps, and choose the action you need from the list of nodes within Qwilr.
Microsoft Excel
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Qwilr
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 Microsoft Excel 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 Microsoft Excel and Qwilr Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Qwilr
Trigger on Webhook
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Microsoft Excel
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Microsoft Excel, 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 Microsoft Excel and Qwilr integration works as expected. Depending on your setup, data should flow between Microsoft Excel and Qwilr (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Qwilr + Microsoft Excel + Slack: When a Qwilr proposal is accepted, a new row is added to an Excel spreadsheet to log the win, and a notification is sent to a Slack channel to inform the sales team.
Pipedrive + Qwilr + Microsoft Excel: When a new deal is created in Pipedrive, a Qwilr proposal is automatically created using a template and a new row is added to an Excel spreadsheet with information about the proposal status.
About Microsoft Excel
Automate Excel tasks within Latenode workflows. Read, update, or create spreadsheets directly. Use Excel data to trigger actions in other apps, generate reports, or update databases. No manual data entry; improve accuracy and save time by connecting Excel to other systems via Latenode's visual interface.
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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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How can I connect my Microsoft Excel account to Qwilr using Latenode?
To connect your Microsoft Excel account to Qwilr on Latenode, follow these steps:
Can I automatically update Qwilr quotes from Excel data?
Yes, you can! Latenode lets you create automated workflows to seamlessly transfer data, ensuring your quotes reflect the most current Excel data. Benefit from real-time updates and reduce manual errors.
What types of tasks can I perform by integrating Microsoft Excel with Qwilr?
Integrating Microsoft Excel with Qwilr allows you to perform various tasks, including:
How do I handle large Excel files in Latenode workflows?
Latenode offers efficient data handling, letting you process large Excel files. Use the file parsing tools and JavaScript blocks to streamline processing and data transfer.
Are there any limitations to the Microsoft Excel and Qwilr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: