NetSuite and Qwilr Integration

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Automatically generate Qwilr proposals from NetSuite data, keeping sales materials consistent and accurate. Latenode’s visual editor and JavaScript support mean total control over the process and affordable scaling.

Swap Apps

NetSuite

Qwilr

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect NetSuite and Qwilr

Create a New Scenario to Connect NetSuite 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 NetSuite, triggered by another scenario, or executed manually (for testing purposes). In most cases, NetSuite or Qwilr will be your first step. To do this, click "Choose an app," find NetSuite or Qwilr, and select the appropriate trigger to start the scenario.

Add the NetSuite Node

Select the NetSuite node from the app selection panel on the right.

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NetSuite

Configure the NetSuite

Click on the NetSuite node to configure it. You can modify the NetSuite URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect NetSuite

Sign In

Run node once

Add the Qwilr Node

Next, click the plus (+) icon on the NetSuite 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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NetSuite

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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.

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Qwilr

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Connect Qwilr

Sign In

Run node once

Configure the NetSuite 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.

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Qwilr Oauth 2.0

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Select an action *

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Map

The action ID

Run node once

Set Up the NetSuite 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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Save and Activate the Scenario

After configuring NetSuite, 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 NetSuite and Qwilr integration works as expected. Depending on your setup, data should flow between NetSuite 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 NetSuite and Qwilr

Qwilr + NetSuite + Slack: When a Qwilr proposal is accepted, the corresponding sales opportunity in NetSuite is updated, and a notification is sent to the sales team in Slack to inform them of the acceptance.

Qwilr + PandaDoc + NetSuite: When a new Qwilr proposal is created, a backup contract is automatically generated in PandaDoc. After that, the NetSuite record is updated with the link to the generated PandaDoc document.

NetSuite and Qwilr integration alternatives

About NetSuite

Sync NetSuite data with other apps using Latenode. Automate order processing, inventory updates, or financial reporting. Connect NetSuite to your CRM, marketing tools, or database. Use Latenode's visual editor and custom code options for precise control and scalable workflows, avoiding manual data entry and errors. Integrate complex logic easily.

Related categories

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.

See how Latenode works

FAQ NetSuite and Qwilr

How can I connect my NetSuite account to Qwilr using Latenode?

To connect your NetSuite account to Qwilr on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select NetSuite and click on "Connect".
  • Authenticate your NetSuite and Qwilr accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update NetSuite with accepted Qwilr quotes?

Yes, Latenode automates this! When a Qwilr quote is accepted, Latenode instantly updates NetSuite, creating sales orders. Benefit: reduce manual data entry and accelerate sales cycles.

What types of tasks can I perform by integrating NetSuite with Qwilr?

Integrating NetSuite with Qwilr allows you to perform various tasks, including:

  • Create Qwilr proposals automatically when a new opportunity is created in NetSuite.
  • Update NetSuite records with client information from accepted Qwilr proposals.
  • Trigger Qwilr proposal creation upon status changes in NetSuite sales orders.
  • Send automated email notifications via Qwilr when NetSuite invoices are paid.
  • Sync customer contact details between NetSuite and Qwilr in real-time.

How do I handle NetSuite custom fields within Latenode workflows?

Latenode allows you to map and use NetSuite custom fields directly in your workflows, ensuring data consistency and process automation.

Are there any limitations to the NetSuite and Qwilr integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex NetSuite customizations might require custom JavaScript within Latenode.
  • High API request volumes from NetSuite could be subject to NetSuite's API governance.
  • Data transformations beyond basic mapping may necessitate using Latenode's code blocks.

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