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Automatically trigger proposal creation in Qwilr from Process Street checklist completions and approval. Customize logic further with JavaScript, and scale affordably on Latenode, paying only for execution time.
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Process Street
Qwilr
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Create a New Scenario to Connect Process Street 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 Process Street, triggered by another scenario, or executed manually (for testing purposes). In most cases, Process Street or Qwilr will be your first step. To do this, click "Choose an app," find Process Street or Qwilr, and select the appropriate trigger to start the scenario.
Add the Process Street Node
Select the Process Street node from the app selection panel on the right.
Process Street
Configure the Process Street
Click on the Process Street node to configure it. You can modify the Process Street 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 Process Street node, select Qwilr from the list of available apps, and choose the action you need from the list of nodes within Qwilr.
Process Street
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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 Process Street 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 Process Street 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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Process Street
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Process Street, 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 Process Street and Qwilr integration works as expected. Depending on your setup, data should flow between Process Street and Qwilr (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Process Street + Qwilr + Slack: When a workflow run is completed in Process Street (sales process checklist), a proposal is automatically generated in Qwilr using a predefined template. A notification is then sent to the sales team in Slack with a link to the newly created Qwilr proposal.
Qwilr + Process Street + Pipedrive: When a Qwilr proposal is accepted, a task is automatically created in Process Street to initiate the onboarding workflow. The deal in Pipedrive is then updated to reflect the accepted proposal status.
About Process Street
Use Process Street in Latenode to run repeatable tasks like onboarding or reports as part of larger workflows. Automatically trigger actions in other apps (CRM, databases) when checklist items are completed, keeping processes moving. This avoids manual updates and ensures audit trails, all at Latenode's execution-based pricing.
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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 Process Street account to Qwilr using Latenode?
To connect your Process Street account to Qwilr on Latenode, follow these steps:
Can I automatically update Qwilr quotes after Process Street approval?
Yes, you can! Latenode's visual editor makes it easy to trigger Qwilr updates based on Process Street checklist completions, ensuring quotes always reflect the latest approved information.
What types of tasks can I perform by integrating Process Street with Qwilr?
Integrating Process Street with Qwilr allows you to perform various tasks, including:
What Process Street trigger events are available inside Latenode?
Latenode supports triggers like checklist started, task completed, and checklist completed, enabling real-time automation.
Are there any limitations to the Process Street and Qwilr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: