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Automatically create Qwilr proposals when new Monday items are created or updated. Latenode's visual editor and affordable execution pricing make complex, multi-step sales workflows easier to build and maintain, with added JavaScript support for advanced logic.
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Monday
Qwilr
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Create a New Scenario to Connect Monday 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 Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or Qwilr will be your first step. To do this, click "Choose an app," find Monday or Qwilr, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
Monday
Add the Qwilr Node
Next, click the plus (+) icon on the Monday node, select Qwilr from the list of available apps, and choose the action you need from the list of nodes within Qwilr.
Monday
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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 Monday 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 Monday 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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Monday
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Monday, 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 Monday and Qwilr integration works as expected. Depending on your setup, data should flow between Monday and Qwilr (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Qwilr + Monday + Slack: When a Qwilr proposal is accepted, update the corresponding project in Monday and notify the team in Slack.
Qwilr + Monday + Google Sheets: Log all sent and accepted Qwilr proposals, with associated Monday project details, into a Google Sheet for reporting.
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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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 Monday account to Qwilr using Latenode?
To connect your Monday account to Qwilr on Latenode, follow these steps:
Can I automatically update Monday when a Qwilr proposal is accepted?
Yes, you can! Latenode allows real-time updates. Automatically create or update Monday items when a Qwilr proposal is accepted, streamlining sales processes and improving team visibility.
What types of tasks can I perform by integrating Monday with Qwilr?
Integrating Monday with Qwilr allows you to perform various tasks, including:
Can I trigger actions in Monday based on custom Qwilr proposal data?
Yes, with Latenode's advanced data mapping! Access any Qwilr data point, even custom fields, to trigger precise and relevant actions within Monday automatically.
Are there any limitations to the Monday and Qwilr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: