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How to connect Qwilr and Pipefy
Create a New Scenario to Connect Qwilr and Pipefy
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 Pipefy will be your first step. To do this, click "Choose an app," find Qwilr or Pipefy, 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 Pipefy Node
Next, click the plus (+) icon on the Qwilr node, select Pipefy from the list of available apps, and choose the action you need from the list of nodes within Pipefy.
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Authenticate Pipefy
Now, click the Pipefy node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Pipefy settings. Authentication allows you to use Pipefy through Latenode.
Configure the Qwilr and Pipefy 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 Pipefy 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, Pipefy, 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 Pipefy integration works as expected. Depending on your setup, data should flow between Qwilr and Pipefy (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 Pipefy
Qwilr + Pipefy + Slack: When a Qwilr proposal is accepted, the corresponding Pipefy card's status is updated, and a notification is sent to the sales team in Slack.
Pipefy + Qwilr + Google Sheets: When a Pipefy card is moved to a specific phase, a Qwilr proposal is generated using a template, and the event is recorded in a Google Sheet.
Qwilr and Pipefy 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 Pipefy
Orchestrate Pipefy process management inside Latenode for end-to-end automation. Trigger flows on card changes, create new cards from external data, and sync Pipefy data with other apps. Bypass manual updates and build complex workflows using visual tools, code, or AI — without step limits or vendor lock-in.
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FAQ Qwilr and Pipefy
How can I connect my Qwilr account to Pipefy using Latenode?
To connect your Qwilr account to Pipefy 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 Pipefy accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate project creation from accepted Qwilr proposals?
Yes, you can! Latenode's visual editor allows you to trigger Pipefy project creation automatically upon Qwilr proposal acceptance, streamlining your project onboarding.
What types of tasks can I perform by integrating Qwilr with Pipefy?
Integrating Qwilr with Pipefy allows you to perform various tasks, including:
- Automatically creating new Pipefy cards when a Qwilr proposal is accepted.
- Updating Pipefy cards when a Qwilr proposal status changes.
- Generating Qwilr proposals from new Pipefy cards.
- Syncing client data between Qwilr and Pipefy for consistent records.
- Sending notifications when a Qwilr proposal is approved in Pipefy.
How secure is my Qwilr data when integrated with Pipefy?
Latenode uses secure authentication protocols to protect your data during Qwilr and Pipefy integration, maintaining data privacy and integrity.
Are there any limitations to the Qwilr and Pipefy integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Qwilr proposal structures may require custom JavaScript for full data extraction.
- Pipefy's API rate limits could impact the speed of high-volume data synchronization.
- File attachments in Qwilr may require additional parsing steps in Latenode.
