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How to connect Moxie and Qwilr
Create a New Scenario to Connect Moxie 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 Moxie, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moxie or Qwilr will be your first step. To do this, click "Choose an app," find Moxie or Qwilr, and select the appropriate trigger to start the scenario.
Add the Moxie Node
Select the Moxie node from the app selection panel on the right.
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Add the Qwilr Node
Next, click the plus (+) icon on the Moxie 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 Moxie 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 Moxie 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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Qwilr
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Moxie, 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 Moxie and Qwilr integration works as expected. Depending on your setup, data should flow between Moxie 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 Moxie and Qwilr
Moxie + Qwilr + Slack: When a deal closes in Moxie, automatically generate a Qwilr document using a pre-defined template for client onboarding. Then, send a notification to a designated Slack channel to alert the team about the new client and the generated document.
Qwilr + Moxie + Google Sheets: When a Qwilr proposal is accepted, log the relevant details (client name, proposal value, etc.) into a Google Sheet. Also, update the corresponding deal stage in Moxie to reflect the acceptance of the proposal.
Moxie and Qwilr integration alternatives
About Moxie
Use Moxie in Latenode to automate data entry and validation workflows. Pull data from multiple sources, use Moxie to clean and standardize it, then push the refined data to your databases or apps. Benefit from Latenode's visual editor and scalable architecture to handle large datasets efficiently without code.
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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 Moxie and Qwilr
How can I connect my Moxie account to Qwilr using Latenode?
To connect your Moxie account to Qwilr on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Moxie and click on "Connect".
- Authenticate your Moxie and Qwilr accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Qwilr proposals from new Moxie chat transcripts?
Yes, you can! Latenode lets you trigger Qwilr proposal creation from Moxie chats, automatically populating it with transcript data. Save time and ensure fast follow-ups.
What types of tasks can I perform by integrating Moxie with Qwilr?
Integrating Moxie with Qwilr allows you to perform various tasks, including:
- Create Qwilr proposals when a customer expresses interest in Moxie chat.
- Update Qwilr proposal statuses based on Moxie support ticket resolutions.
- Send personalized Qwilr proposals directly within a Moxie chat window.
- Log Qwilr proposal acceptances as closed cases in Moxie.
- Track proposal engagement data from Qwilr within Moxie customer profiles.
How secure is Moxie data when integrating with Latenode?
Latenode uses advanced encryption and secure authentication protocols to protect your Moxie data during the integration process.
Are there any limitations to the Moxie and Qwilr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Real-time updates depend on the API availability of Moxie and Qwilr.
- Very large data transfers might impact workflow execution speed.
