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How to connect Qwilr and SmartSuite
Create a New Scenario to Connect Qwilr and SmartSuite
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 SmartSuite will be your first step. To do this, click "Choose an app," find Qwilr or SmartSuite, 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 SmartSuite Node
Next, click the plus (+) icon on the Qwilr node, select SmartSuite from the list of available apps, and choose the action you need from the list of nodes within SmartSuite.
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Authenticate SmartSuite
Now, click the SmartSuite node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your SmartSuite settings. Authentication allows you to use SmartSuite through Latenode.
Configure the Qwilr and SmartSuite 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 SmartSuite 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, SmartSuite, 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 SmartSuite integration works as expected. Depending on your setup, data should flow between Qwilr and SmartSuite (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 SmartSuite
Qwilr + SmartSuite + Slack: When a Qwilr proposal is accepted, a new project is created in SmartSuite. A notification is then sent to a Slack channel to inform the team about the new project.
SmartSuite + Qwilr + PandaDoc: When a SmartSuite project record is updated, specifically when a stage is reached, a contract is generated in PandaDoc using data from Qwilr, provided the relevant Qwilr page ID is available in the SmartSuite record. This automation assumes Qwilr data is already present in SmartSuite.
Qwilr and SmartSuite 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 SmartSuite
Use SmartSuite in Latenode to build flexible data workflows. Automate tasks like project management, CRM updates, or inventory tracking. Latenode adds custom logic, AI processing, and file handling to SmartSuite's structured data, creating scalable solutions that go beyond basic automation.
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See how Latenode works
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FAQ Qwilr and SmartSuite
How can I connect my Qwilr account to SmartSuite using Latenode?
To connect your Qwilr account to SmartSuite 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 SmartSuite accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update SmartSuite when a Qwilr proposal is accepted?
Yes, Latenode enables this! Automatically update SmartSuite records when a Qwilr proposal reaches a specific stage, like acceptance. Save time and improve data accuracy with seamless automation.
What types of tasks can I perform by integrating Qwilr with SmartSuite?
Integrating Qwilr with SmartSuite allows you to perform various tasks, including:
- Creating SmartSuite records from new Qwilr deal data.
- Updating Qwilr deal statuses based on SmartSuite updates.
- Generating Qwilr proposals from SmartSuite project briefs.
- Triggering SmartSuite notifications when a Qwilr proposal is viewed.
- Syncing client information between Qwilr and SmartSuite automatically.
What Qwilr triggers are available within Latenode workflows?
Latenode provides triggers for new proposals, accepted proposals, and updated proposal statuses in Qwilr, enabling real-time automation.
Are there any limitations to the Qwilr and SmartSuite integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Qwilr templates might require custom JavaScript for full data extraction.
- Rate limits on the Qwilr and SmartSuite APIs can affect high-volume workflows.
- Real-time syncing depends on the polling interval configured within Latenode.
