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How to connect Qwilr and ClickSend
Create a New Scenario to Connect Qwilr and ClickSend
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 ClickSend will be your first step. To do this, click "Choose an app," find Qwilr or ClickSend, 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 ClickSend Node
Next, click the plus (+) icon on the Qwilr node, select ClickSend from the list of available apps, and choose the action you need from the list of nodes within ClickSend.
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Authenticate ClickSend
Now, click the ClickSend node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ClickSend settings. Authentication allows you to use ClickSend through Latenode.
Configure the Qwilr and ClickSend 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 ClickSend 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Qwilr, ClickSend, 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 ClickSend integration works as expected. Depending on your setup, data should flow between Qwilr and ClickSend (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 ClickSend
Qwilr + ClickSend + HubSpot: When a Qwilr proposal is accepted, an SMS is sent via ClickSend to the client, and the corresponding deal stage is updated in HubSpot.
Qwilr + ClickSend + Pipedrive: After a Qwilr proposal is sent, an SMS is sent via ClickSend to the prospect, and a follow-up activity is created in Pipedrive.
Qwilr and ClickSend 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 ClickSend
Use ClickSend in Latenode to automate SMS, email, or voice messaging. Build workflows that trigger messages based on events in your other apps. Improve customer engagement by automating personalized notifications. Latenode’s visual editor simplifies integration and scales your outreach without extra code or per-step costs.
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See how Latenode works
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FAQ Qwilr and ClickSend
How can I connect my Qwilr account to ClickSend using Latenode?
To connect your Qwilr account to ClickSend 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 ClickSend accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate SMS notifications for accepted Qwilr proposals?
Yes, you can! With Latenode, trigger ClickSend SMS when a Qwilr proposal is accepted. Benefit from instant notifications, boosting responsiveness and client satisfaction, all visually.
What types of tasks can I perform by integrating Qwilr with ClickSend?
Integrating Qwilr with ClickSend allows you to perform various tasks, including:
- Send SMS reminders to clients about upcoming Qwilr proposal deadlines.
- Automatically send a thank you SMS via ClickSend after a Qwilr proposal is accepted.
- Create ClickSend contacts from new leads generated through Qwilr forms.
- Update ClickSend contact information based on Qwilr proposal interactions.
- Trigger personalized ClickSend SMS campaigns based on Qwilr proposal content.
How can I use JavaScript to customize my Qwilr + ClickSend automation?
Latenode allows you to use JavaScript code to transform data and add custom logic for advanced Qwilr and ClickSend workflows.
Are there any limitations to the Qwilr and ClickSend integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript coding.
- Real-time synchronization depends on the API rate limits of Qwilr and ClickSend.
- Error handling requires careful configuration within your Latenode workflows.
