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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.
Connect Qwilr and Atera in minutes with Latenode.
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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.
Qwilr
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.
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.
Set Up the Qwilr and Atera 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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Atera
Trigger on Webhook
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Qwilr
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Iterator
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Webhook response
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.
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.
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 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.
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How can I connect my Qwilr account to Atera using Latenode?
To connect your Qwilr account to Atera on Latenode, follow these steps:
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:
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: