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Automatically archive accepted Qwilr proposals in MongoDB. Latenode's visual editor simplifies data mapping, letting you use JavaScript for complex transformations, scaling your sales reporting affordably.
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In the workspace, click the “Create New Scenario” button.

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 MongoDB will be your first step. To do this, click "Choose an app," find Qwilr or MongoDB, and select the appropriate trigger to start the scenario.

Select the Qwilr node from the app selection panel on the right.

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

Qwilr
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MongoDB
Now, click the MongoDB node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your MongoDB settings. Authentication allows you to use MongoDB through Latenode.
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Use various Latenode nodes to transform data and enhance your integration:

JavaScript
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AI Anthropic Claude 3
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MongoDB
Trigger on Webhook
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Qwilr
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Iterator
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Webhook response
After configuring Qwilr, MongoDB, 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.
Run the scenario by clicking “Run once” and triggering an event to check if the Qwilr and MongoDB integration works as expected. Depending on your setup, data should flow between Qwilr and MongoDB (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Qwilr + MongoDB + Slack: When a Qwilr proposal is accepted, the proposal data is saved to MongoDB. Subsequently, a notification is sent to a specified Slack channel informing the sales team about the accepted proposal.
MongoDB + Qwilr + HubSpot: When client data in MongoDB is updated, a personalized Qwilr proposal is created using a template. The Qwilr proposal URL is then saved as a note in the client's HubSpot record.
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 MongoDB
Use MongoDB in Latenode to automate data storage and retrieval. Aggregate data from multiple sources, then store it in MongoDB for analysis or reporting. Latenode lets you trigger workflows based on MongoDB changes, create real-time dashboards, and build custom integrations. Low-code tools and JavaScript nodes unlock flexibility for complex data tasks.
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How can I connect my Qwilr account to MongoDB using Latenode?
To connect your Qwilr account to MongoDB on Latenode, follow these steps:
Can I archive accepted Qwilr proposals in MongoDB automatically?
Yes, you can! Latenode allows you to trigger workflows when a Qwilr proposal is accepted, automatically archiving its data in MongoDB. This streamlines your record-keeping effortlessly.
What types of tasks can I perform by integrating Qwilr with MongoDB?
Integrating Qwilr with MongoDB allows you to perform various tasks, including:
How easily can I transform Qwilr data before storing it in MongoDB?
Latenode's data transformation blocks and JavaScript support allows complex data manipulations before storing in MongoDB.
Are there any limitations to the Qwilr and MongoDB integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: