Qwilr and Atera Integration

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Automatically update Atera with Qwilr proposal data, eliminating manual entry and ensuring accurate client records. Latenode’s visual editor simplifies complex updates, while affordable execution pricing handles any volume as your business scales.

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Qwilr

Atera

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Qwilr and Atera

Create a New Scenario to Connect Qwilr and Atera

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 Atera will be your first step. To do this, click "Choose an app," find Qwilr or Atera, 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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Qwilr

Configure the Qwilr

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

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Sign In

Run node once

Add the Atera Node

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

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Atera

Authenticate Atera

Now, click the Atera node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Atera settings. Authentication allows you to use Atera through Latenode.

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Sign In

Run node once

Configure the Qwilr and Atera 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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Run node once

Set Up the Qwilr and Atera 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, Atera, 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 Atera integration works as expected. Depending on your setup, data should flow between Qwilr and Atera (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 Atera

Qwilr + Atera + Slack: When a Qwilr proposal is accepted, a new project is created in Atera. Subsequently, a message is sent to a designated Slack channel to notify the team about the new project.

Atera + Qwilr + QuickBooks: When an Atera customer is updated, trigger the creation of a page in Qwilr. Then, create an invoice in QuickBooks for the project based on the updated customer information in Atera.

Qwilr and Atera 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.

About Atera

Use Atera with Latenode to automate IT support tasks. Trigger workflows on alerts, automatically create tickets, or update asset info. Integrate Atera's monitoring data with other apps for deeper insights and faster issue resolution. Customize rules and actions using Latenode's visual editor or JavaScript for precise automation.

See how Latenode works

FAQ Qwilr and Atera

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

To connect your Qwilr account to Atera 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 Atera accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Atera tickets from accepted Qwilr quotes?

Yes, you can! Latenode's visual editor makes it easy to trigger Atera ticket creation when a Qwilr quote is accepted, streamlining your service delivery workflow.

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

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

  • Create new Atera tickets when a Qwilr quote is accepted.
  • Update Atera ticket status based on Qwilr quote changes.
  • Sync Qwilr client data with Atera customer information.
  • Generate Qwilr proposals directly from Atera customer details.
  • Send Atera alerts when a Qwilr quote nears its expiration date.

HowsecureisQwilrdatatransferredusingLatenodeintegrations?

Latenode employs robust encryption and security protocols to ensure the safe transfer of your Qwilr data during integrations, protecting sensitive information.

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

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

  • Complex Qwilr quote structures may require custom JavaScript for complete data transfer.
  • Atera API rate limits might affect high-volume data synchronization.
  • Real-time, two-way data sync depends on Qwilr's and Atera's API capabilities.

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