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How to connect Qwilr and Ontraport
Create a New Scenario to Connect Qwilr and Ontraport
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 Ontraport will be your first step. To do this, click "Choose an app," find Qwilr or Ontraport, 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 Ontraport Node
Next, click the plus (+) icon on the Qwilr node, select Ontraport from the list of available apps, and choose the action you need from the list of nodes within Ontraport.
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Authenticate Ontraport
Now, click the Ontraport node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Ontraport settings. Authentication allows you to use Ontraport through Latenode.
Configure the Qwilr and Ontraport 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 Ontraport 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, Ontraport, 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 Ontraport integration works as expected. Depending on your setup, data should flow between Qwilr and Ontraport (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 Ontraport
Qwilr + Ontraport + Slack: When a Qwilr proposal is accepted, update the corresponding contact in Ontraport and send a notification to a dedicated Slack channel to inform the sales team.
Ontraport + Qwilr + Google Sheets: When a new contact is added to Ontraport, create a Qwilr proposal using a template and then log the proposal details (URL, contact info, etc.) in a Google Sheet for tracking.
Qwilr and Ontraport 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 Ontraport
Use Ontraport with Latenode to automate marketing and sales tasks. Sync contacts, trigger campaigns, and update customer data based on actions in other apps. Build complex workflows visually, adding custom logic with JavaScript or AI for personalized experiences. Scale marketing automation affordably, paying only for execution time.
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FAQ Qwilr and Ontraport
How can I connect my Qwilr account to Ontraport using Latenode?
To connect your Qwilr account to Ontraport 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 Ontraport accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate client onboarding using Qwilr and Ontraport?
Yes! Latenode lets you automatically add new Qwilr clients to Ontraport, triggering personalized onboarding sequences. Save time and ensure consistent client experiences.
What types of tasks can I perform by integrating Qwilr with Ontraport?
Integrating Qwilr with Ontraport allows you to perform various tasks, including:
- Automatically updating Ontraport contacts when a Qwilr quote is accepted.
- Creating new Ontraport tasks upon Qwilr project creation.
- Triggering email sequences in Ontraport based on Qwilr quote status.
- Syncing client data between Qwilr and Ontraport custom fields.
- Generating personalized reports by combining data from both platforms.
How secure is the Qwilr integration when using Latenode?
Latenode employs robust security measures, including encryption and secure authentication protocols, ensuring your Qwilr data is protected.
Are there any limitations to the Qwilr and Ontraport integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization might be subject to API rate limits.
- Complex custom field mappings may require advanced configuration.
- Historical data migration between the two platforms is not natively supported.
