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How to connect Qwilr and Formaloo
Create a New Scenario to Connect Qwilr and Formaloo
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 Formaloo will be your first step. To do this, click "Choose an app," find Qwilr or Formaloo, 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 Formaloo Node
Next, click the plus (+) icon on the Qwilr node, select Formaloo from the list of available apps, and choose the action you need from the list of nodes within Formaloo.
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Authenticate Formaloo
Now, click the Formaloo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Formaloo settings. Authentication allows you to use Formaloo through Latenode.
Configure the Qwilr and Formaloo 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 Formaloo 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, Formaloo, 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 Formaloo integration works as expected. Depending on your setup, data should flow between Qwilr and Formaloo (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 Formaloo
Qwilr + Formaloo + Slack: When a Qwilr proposal is accepted, a new entry is created in Formaloo, and a notification is sent to the sales team in Slack.
Formaloo + Qwilr + Google Sheets: When a new submission is received in Formaloo, a new Qwilr proposal is automatically created, and the data from the submission is saved to a Google Sheets spreadsheet for analysis.
Qwilr and Formaloo 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 Formaloo
Use Formaloo in Latenode to build forms and surveys, then automate follow-up tasks. Capture data via Formaloo and trigger workflows to update databases, send personalized emails, or create support tickets. Automate form-based data entry, reducing manual work. Using Latenode adds logic, integrations, and scheduling that Formaloo alone can't handle.
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See how Latenode works
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FAQ Qwilr and Formaloo
How can I connect my Qwilr account to Formaloo using Latenode?
To connect your Qwilr account to Formaloo 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 Formaloo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Qwilr proposals from Formaloo form submissions?
Yes! Latenode lets you automate Qwilr proposal creation based on Formaloo submissions. Instantly generate personalized proposals, saving time and improving your sales process.
What types of tasks can I perform by integrating Qwilr with Formaloo?
Integrating Qwilr with Formaloo allows you to perform various tasks, including:
- Create Qwilr projects from new Formaloo entries automatically.
- Update Formaloo entries when a Qwilr project status changes.
- Send personalized thank you notes via Formaloo on project acceptance in Qwilr.
- Archive completed Qwilr projects and update corresponding Formaloo records.
- Trigger Qwilr proposal generation based on scoring logic in Formaloo.
How do I handle Qwilr’s complex formatting when automating project creation?
Latenode allows advanced data transformations and formatting via JavaScript and AI, ensuring accurate Qwilr project creation every time.
Are there any limitations to the Qwilr and Formaloo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Qwilr templates may require advanced data mapping configurations.
- Rate limits on the Qwilr and Formaloo APIs may affect high-volume workflows.
- Real-time updates depend on the polling interval set within Latenode.
