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How to connect Qwilr and Formsite
Create a New Scenario to Connect Qwilr and Formsite
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 Formsite will be your first step. To do this, click "Choose an app," find Qwilr or Formsite, 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 Formsite Node
Next, click the plus (+) icon on the Qwilr node, select Formsite from the list of available apps, and choose the action you need from the list of nodes within Formsite.
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Authenticate Formsite
Now, click the Formsite node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Formsite settings. Authentication allows you to use Formsite through Latenode.
Configure the Qwilr and Formsite 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 Formsite 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, Formsite, 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 Formsite integration works as expected. Depending on your setup, data should flow between Qwilr and Formsite (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 Formsite
Formsite + Qwilr + Slack: When a new form result is submitted in Formsite, a new page is created in Qwilr using a predefined template. Then, a notification is sent to a Slack channel to alert the sales team about the new proposal.
Formsite + Pipedrive + Qwilr: Upon a new form submission in Formsite, a new deal is created in Pipedrive. Subsequently, a proposal is automatically generated in Qwilr based on a template, and linked to the newly created deal for efficient sales follow-up.
Qwilr and Formsite 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 Formsite
Formsite form data becomes actionable in Latenode. Automatically process submissions: validate, filter, and route info to databases, CRMs, or other apps. Trigger follow-up emails or create tasks based on form responses. Enhance data with AI and custom JS logic inside Latenode for efficient workflows.
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FAQ Qwilr and Formsite
How can I connect my Qwilr account to Formsite using Latenode?
To connect your Qwilr account to Formsite 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 Formsite accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Qwilr proposals from new Formsite submissions?
Yes, you can! Latenode's visual editor makes it easy to map Formsite data to Qwilr templates, automating proposal generation and saving you time.
What types of tasks can I perform by integrating Qwilr with Formsite?
Integrating Qwilr with Formsite allows you to perform various tasks, including:
- Creating new Qwilr projects from Formsite submissions automatically.
- Updating Qwilr project details based on Formsite entry modifications.
- Sending customized thank-you emails via Formsite after Qwilr proposal acceptance.
- Generating reports combining data from Qwilr and Formsite using AI.
- Triggering Formsite surveys based on Qwilr proposal status changes.
How can I use JavaScript within my Qwilr and Formsite workflows?
Latenode's JavaScript blocks let you manipulate data and add custom logic to your Qwilr and Formsite automations, expanding capabilities beyond simple integrations.
Are there any limitations to the Qwilr and Formsite integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Real-time updates depend on Qwilr and Formsite's API availability.
- File size limitations from Formsite may impact Qwilr document creation.
