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

Add the Qwilr Node
Select the Qwilr node from the app selection panel on the right.

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Add the AI Agent Node
Next, click the plus (+) icon on the Qwilr node, select AI Agent from the list of available apps, and choose the action you need from the list of nodes within AI Agent.

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Authenticate AI Agent
Now, click the AI Agent node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your AI Agent settings. Authentication allows you to use AI Agent through Latenode.
Configure the Qwilr and AI Agent 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 Qwilr and AI Agent 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 Qwilr, AI Agent, 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 Qwilr and AI Agent integration works as expected. Depending on your setup, data should flow between Qwilr and AI Agent (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Qwilr and AI Agent
Qwilr + AI Agent + Slack: When a Qwilr page is accepted, the AI Agent summarizes the proposal. The summary is then sent to a designated Slack channel for team review and awareness.
Qwilr + AI Agent + Google Sheets: When a Qwilr page is accepted, the AI Agent extracts key data points from the accepted proposal. This data is then added as a new row to a Google Sheet for sales analysis and reporting.
Qwilr and AI Agent integration alternatives
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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About AI Agent
Use AI Agent in Latenode to automate content creation, data analysis, or customer support. Configure agents with prompts, then integrate them into workflows. Unlike standalone solutions, Latenode lets you connect AI to any app, scale automatically, and customize with code where needed.
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See how Latenode works
FAQ Qwilr and AI Agent
How can I connect my Qwilr account to AI Agent using Latenode?
To connect your Qwilr account to AI Agent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Qwilr and click on "Connect".
- Authenticate your Qwilr and AI Agent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically personalize Qwilr proposals with AI?
Yes, you can! Latenode lets you use AI Agent to analyze customer data and tailor Qwilr proposals. Automate personalized content for higher engagement and conversion rates using AI.
What types of tasks can I perform by integrating Qwilr with AI Agent?
Integrating Qwilr with AI Agent allows you to perform various tasks, including:
- Generate personalized proposal summaries using AI based on client data.
- Automatically update Qwilr proposals with AI-driven market research insights.
- Create custom Qwilr templates optimized for specific industries using AI.
- Use AI to analyze proposal performance and suggest improvements.
- Trigger Qwilr proposal creation based on AI Agent lead qualification.
What Qwilr data can I access within Latenode workflows?
You can access data like proposal status, client details, line items, and acceptance dates to trigger automated actions.
Are there any limitations to the Qwilr and AI Agent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by Qwilr and AI Agent APIs may affect high-volume workflows.
- Complex AI prompt engineering might require some technical expertise.
- Real-time updates depend on the polling interval configured within Latenode.