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How to connect Qwilr and Smartsheet
Create a New Scenario to Connect Qwilr and Smartsheet
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 Smartsheet will be your first step. To do this, click "Choose an app," find Qwilr or Smartsheet, 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 Smartsheet Node
Next, click the plus (+) icon on the Qwilr node, select Smartsheet from the list of available apps, and choose the action you need from the list of nodes within Smartsheet.
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Authenticate Smartsheet
Now, click the Smartsheet node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Smartsheet settings. Authentication allows you to use Smartsheet through Latenode.
Configure the Qwilr and Smartsheet 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 Smartsheet 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, Smartsheet, 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 Smartsheet integration works as expected. Depending on your setup, data should flow between Qwilr and Smartsheet (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 Smartsheet
Qwilr + Smartsheet + Slack: When a Qwilr proposal is accepted, update the corresponding row in a Smartsheet project tracker. Then, notify the sales team in a designated Slack channel about the acceptance.
Smartsheet + Qwilr + PandaDoc: When a Smartsheet task status changes to 'Ready for Proposal', generate a customized proposal using Qwilr and automatically send it via PandaDoc to the client.
Qwilr and Smartsheet 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 Smartsheet
Use Smartsheet in Latenode to automate project tracking and data collection. Update sheets from any trigger, like form submissions or database changes. Automate reporting by sending data to other apps and skip manual updates. Low-code tools and JS nodes add custom logic for advanced workflow control.
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FAQ Qwilr and Smartsheet
How can I connect my Qwilr account to Smartsheet using Latenode?
To connect your Qwilr account to Smartsheet 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 Smartsheet accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Smartsheet with new Qwilr proposal data?
Yes, you can! Latenode allows real-time data synchronization, triggering Smartsheet updates when Qwilr proposals are created or updated. This ensures your data is always current.
What types of tasks can I perform by integrating Qwilr with Smartsheet?
Integrating Qwilr with Smartsheet allows you to perform various tasks, including:
- Create a new Smartsheet row when a Qwilr proposal is accepted.
- Update a Smartsheet cell with the Qwilr proposal's total value.
- Track the status of Qwilr proposals in a dedicated Smartsheet sheet.
- Generate Qwilr proposals from data stored in a Smartsheet sheet.
- Send automated notifications based on Qwilr and Smartsheet data changes.
How secure is the Qwilr connection within Latenode's environment?
Latenode uses secure authentication protocols to protect your Qwilr data during the integration and workflow execution process.
Are there any limitations to the Qwilr and Smartsheet integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript coding.
- Rate limits imposed by Qwilr and Smartsheet apply.
- Real-time updates depend on the webhook availability of both apps.
