Qwilr and Streak Integration

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Automatically update Streak deals when clients accept Qwilr proposals, keeping your sales pipeline current. Latenode's visual editor and affordable execution pricing simplify the complex logic of your sales automation.

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Qwilr

Streak

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Qwilr and Streak

Create a New Scenario to Connect Qwilr and Streak

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 Streak will be your first step. To do this, click "Choose an app," find Qwilr or Streak, 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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Sign In

Run node once

Add the Streak Node

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

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Authenticate Streak

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

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Sign In

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Configure the Qwilr and Streak 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 Streak 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, Streak, 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 Streak integration works as expected. Depending on your setup, data should flow between Qwilr and Streak (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 Streak

Qwilr + Streak + Slack: When a Qwilr proposal is accepted, the corresponding deal stage in Streak is updated. A notification is then sent to the sales team in Slack to inform them of the successful proposal.

Streak + Qwilr + Google Sheets: Automatically log successful Streak deals and associated Qwilr proposal details into a Google Sheet for tracking and reporting purposes. This helps maintain a record of successful deals and their related documentation.

Qwilr and Streak 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 Streak

Use Streak in Latenode to automate sales pipeline tasks. Automatically update deals, trigger follow-ups, or sync data with other apps when stages change. Integrate Streak with your marketing automation or billing systems using Latenode's visual builder, custom code, and affordable execution-based pricing. No per-step fees, full API control.

See how Latenode works

FAQ Qwilr and Streak

How can I connect my Qwilr account to Streak using Latenode?

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

Can I automatically update Streak when a Qwilr quote is accepted?

Yes, you can! Latenode allows seamless updates. Automatically update deal stages in Streak when a Qwilr quote is accepted, streamlining your sales process and saving valuable time.

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

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

  • Create new Streak boxes when a Qwilr quote is created.
  • Update existing Streak boxes when a Qwilr quote is viewed.
  • Add notes to Streak boxes when a Qwilr quote is accepted.
  • Trigger email sequences in Streak based on Qwilr quote status.
  • Generate personalized reports combining Qwilr and Streak data.

How secure is connecting Qwilr to Streak on Latenode?

Latenode uses secure authentication protocols, keeping your Qwilr and Streak data safe. We prioritize data privacy and encryption.

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

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

  • Real-time updates depend on the polling interval set within Latenode.
  • Complex data transformations may require JavaScript knowledge.
  • API rate limits of Qwilr and Streak can affect performance.

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