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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.
Connect Qwilr and Process Street in minutes with Latenode.
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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 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.

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

Qwilr
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.

Qwilr
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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.
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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Process Street
Trigger on Webhook
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Qwilr
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Iterator
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Webhook response
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.
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.
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.
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 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.
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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:
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:
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: