Qwilr and Process Street Integration

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Automatically trigger Process Street checklists when Qwilr proposals are accepted, ensuring standardized onboarding. Latenode's visual editor simplifies complex logic, while affordable pricing scales with your wins.

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Qwilr

Process Street

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Qwilr and Process Street

Create a New Scenario to Connect Qwilr and Process Street

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 Process Street will be your first step. To do this, click "Choose an app," find Qwilr or Process Street, 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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Qwilr

Configure the Qwilr

Click on the Qwilr node to configure it. You can modify the Qwilr URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Qwilr

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Connect Qwilr

Sign In

Run node once

Add the Process Street Node

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

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Process Street

Authenticate Process Street

Now, click the Process Street node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Process Street settings. Authentication allows you to use Process Street through Latenode.

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Sign In

Run node once

Configure the Qwilr and Process Street Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Run node once

Set Up the Qwilr and Process Street 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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Save and Activate the Scenario

After configuring Qwilr, Process Street, 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 Process Street integration works as expected. Depending on your setup, data should flow between Qwilr and Process Street (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 Process Street

Qwilr + Process Street + Slack: When a Qwilr proposal is accepted, a corresponding Process Street checklist is automatically created to manage the onboarding process. A Slack message is then sent to notify the relevant team about the new client onboarding.

Process Street + Qwilr + Google Sheets: When a Process Street checklist is completed, data is extracted to populate a new Qwilr proposal. The Google Sheet is updated with the Process Street completion data, providing an audit trail and data source for the Qwilr proposal.

Qwilr and Process Street 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.

About Process Street

Use Process Street in Latenode to run repeatable tasks like onboarding or reports as part of larger workflows. Automatically trigger actions in other apps (CRM, databases) when checklist items are completed, keeping processes moving. This avoids manual updates and ensures audit trails, all at Latenode's execution-based pricing.

See how Latenode works

FAQ Qwilr and Process Street

How can I connect my Qwilr account to Process Street using Latenode?

To connect your Qwilr account to Process Street 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 Process Street accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically start a Process Street checklist when a Qwilr quote is accepted?

Yes, with Latenode! Trigger Process Street checklists directly from Qwilr events. Automate onboarding or project kickoff effortlessly, saving time and ensuring consistent processes.

What types of tasks can I perform by integrating Qwilr with Process Street?

Integrating Qwilr with Process Street allows you to perform various tasks, including:

  • Create a Process Street checklist when a Qwilr quote is approved.
  • Update a Qwilr quote status when a Process Street task is completed.
  • Add Qwilr quote details to a Process Street checklist.
  • Send a notification when a Qwilr quote is viewed and a Process Street run is active.
  • Generate Qwilr documents based on data from a completed Process Street run.

What Qwilr data is accessible within Latenode workflows?

Latenode provides access to Qwilr quote details, status updates, client information, and associated files, enhancing automation possibilities.

Are there any limitations to the Qwilr and Process Street integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Real-time updates depend on the polling interval of each app.
  • Complex data transformations might require custom JavaScript code.
  • Rate limits of Qwilr and Process Street APIs still apply.

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