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How to connect Ortto and Qwilr
Create a New Scenario to Connect Ortto 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 Ortto, triggered by another scenario, or executed manually (for testing purposes). In most cases, Ortto or Qwilr will be your first step. To do this, click "Choose an app," find Ortto or Qwilr, and select the appropriate trigger to start the scenario.
Add the Ortto Node
Select the Ortto node from the app selection panel on the right.
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Add the Qwilr Node
Next, click the plus (+) icon on the Ortto 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 Ortto 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 Ortto 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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Ortto
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Save and Activate the Scenario
After configuring Ortto, 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 Ortto and Qwilr integration works as expected. Depending on your setup, data should flow between Ortto 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 Ortto and Qwilr
Ortto + Qwilr + Slack: When a new lead is created in Ortto, a proposal is automatically generated in Qwilr using a predefined template. Once the proposal is created, a notification is sent to a designated Slack channel to alert the sales team.
Qwilr + Ortto + Pipedrive: Upon acceptance of a Qwilr proposal, the corresponding contact in Ortto is updated with relevant information, such as proposal acceptance date. Subsequently, a new lead is added to Pipedrive to initiate the sales process.
Ortto and Qwilr integration alternatives
About Ortto
Use Ortto in Latenode to automate personalized marketing campaigns. Trigger emails, SMS, or push notifications based on real-time data from any source. Segment users and update profiles dynamically within Latenode workflows, responding instantly to behavior. Improve engagement by connecting Ortto's segmentation to your Latenode data pipelines.
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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 Ortto and Qwilr
How can I connect my Ortto account to Qwilr using Latenode?
To connect your Ortto account to Qwilr on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Ortto and click on "Connect".
- Authenticate your Ortto and Qwilr accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Ortto contacts from new Qwilr acceptances?
Yes, you can! Latenode allows real-time updates using webhooks, ensuring Ortto contact data is automatically enriched when a Qwilr proposal is accepted. This keeps your customer data current.
What types of tasks can I perform by integrating Ortto with Qwilr?
Integrating Ortto with Qwilr allows you to perform various tasks, including:
- Create Ortto contacts from newly created Qwilr leads automatically.
- Trigger Ortto marketing automations on Qwilr proposal acceptance.
- Update Ortto contact fields with Qwilr quote details and values.
- Send Qwilr proposals automatically based on Ortto segment triggers.
- Track Qwilr proposal status changes within Ortto customer journeys.
How can I use Ortto data to personalize Qwilr proposals on Latenode?
Latenode's data mapping lets you dynamically insert Ortto contact details into Qwilr templates, creating highly personalized and effective proposals.
Are there any limitations to the Ortto and Qwilr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time updates depend on Ortto and Qwilr API availability.
- Rate limits apply as per Ortto and Qwilr API plans.
