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Automatically generate Qwilr proposals from PostgreSQL data, keeping sales materials updated in real time. Latenode's visual editor and JavaScript node means customized data transformations are easy, plus pay only for the execution time.
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Create a New Scenario to Connect PostgreSQL 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 PostgreSQL, triggered by another scenario, or executed manually (for testing purposes). In most cases, PostgreSQL or Qwilr will be your first step. To do this, click "Choose an app," find PostgreSQL or Qwilr, and select the appropriate trigger to start the scenario.
Add the PostgreSQL Node
Select the PostgreSQL node from the app selection panel on the right.
PostgreSQL
Configure the PostgreSQL
Click on the PostgreSQL node to configure it. You can modify the PostgreSQL URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Qwilr Node
Next, click the plus (+) icon on the PostgreSQL node, select Qwilr from the list of available apps, and choose the action you need from the list of nodes within Qwilr.
PostgreSQL
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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 PostgreSQL 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 PostgreSQL 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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PostgreSQL
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring PostgreSQL, 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 PostgreSQL and Qwilr integration works as expected. Depending on your setup, data should flow between PostgreSQL and Qwilr (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
PostgreSQL + Qwilr + Slack: When a new client is added to the PostgreSQL database, a Qwilr proposal is automatically generated using a predefined template. A notification is then sent to a designated Slack channel to alert the team.
Qwilr + PostgreSQL + Pipedrive: When a proposal is accepted in Qwilr, the client details in the PostgreSQL database are updated. Subsequently, a new deal is created in Pipedrive to track the sales process.
About PostgreSQL
Use PostgreSQL in Latenode to automate database tasks. Build flows that react to database changes or use stored data to trigger actions in other apps. Automate reporting, data backups, or sync data across systems without code. Scale complex data workflows easily within Latenode's visual editor.
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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 PostgreSQL account to Qwilr using Latenode?
To connect your PostgreSQL account to Qwilr on Latenode, follow these steps:
Can I automate Qwilr project creation from PostgreSQL data?
Yes, you can! Latenode's visual editor simplifies this: use PostgreSQL data to automatically generate personalized Qwilr projects, saving time and ensuring data consistency across platforms.
What types of tasks can I perform by integrating PostgreSQL with Qwilr?
Integrating PostgreSQL with Qwilr allows you to perform various tasks, including:
Can I use custom SQL queries to extract data for Qwilr?
Yes! Latenode supports custom SQL queries, allowing you to extract precise data for populating Qwilr documents. Leverage powerful data transformations for tailored results.
Are there any limitations to the PostgreSQL and Qwilr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: