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How to connect Moco and Qwilr
Create a New Scenario to Connect Moco 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 Moco, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moco or Qwilr will be your first step. To do this, click "Choose an app," find Moco or Qwilr, and select the appropriate trigger to start the scenario.
Add the Moco Node
Select the Moco node from the app selection panel on the right.
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Add the Qwilr Node
Next, click the plus (+) icon on the Moco 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 Moco 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 Moco 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 Moco, 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 Moco and Qwilr integration works as expected. Depending on your setup, data should flow between Moco 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 Moco and Qwilr
Qwilr + Slack + Moco: When a Qwilr proposal is accepted, a notification is sent to a specified Slack channel. Simultaneously, a new project is created in Moco to begin work.
Qwilr + Moco + QuickBooks: Upon acceptance of a proposal in Qwilr, a new project is initiated in Moco. Following this, an invoice is automatically generated in QuickBooks to bill the client.
Moco and Qwilr integration alternatives
About Moco
Use Moco in Latenode to track time and expenses. Automate reporting, invoice creation, and project budget monitoring. Connect Moco to accounting or CRM systems for streamlined financial workflows. Build flexible, customized solutions without code, and scale automations as your business grows 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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See how Latenode works
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FAQ Moco and Qwilr
How can I connect my Moco account to Qwilr using Latenode?
To connect your Moco account to Qwilr on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Moco and click on "Connect".
- Authenticate your Moco and Qwilr accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Qwilr proposals from Moco project data?
Yes, you can! Latenode enables this, automating proposal creation when projects reach certain milestones in Moco. Save time and ensure accurate, up-to-date proposals every time.
What types of tasks can I perform by integrating Moco with Qwilr?
Integrating Moco with Qwilr allows you to perform various tasks, including:
- Automatically generating Qwilr proposals upon new project creation in Moco.
- Updating Qwilr proposals with the latest time entries from Moco.
- Sending Qwilr proposal links to Moco contacts for project approvals.
- Creating Moco projects from accepted Qwilr proposals.
- Tracking proposal acceptance status in Moco as project milestones.
Can I use JavaScript within Latenode to transform Moco or Qwilr data?
Yes! Latenode allows you to use JavaScript code blocks for custom data transformation between Moco and Qwilr, beyond simple field mapping.
Are there any limitations to the Moco and Qwilr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Moco might require JavaScript transformations for Qwilr.
- Qwilr's API rate limits can affect high-volume automation flows.
- Real-time synchronization relies on webhooks and may have minor delays.
