Qwilr and Vitally Integration

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Automatically update Vitally with deal data from Qwilr to track proposal status and client engagement. Latenode’s no-code editor and affordable scaling simplify advanced sales automation while keeping your data synchronized.

Swap Apps

Qwilr

Vitally

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Qwilr and Vitally

Create a New Scenario to Connect Qwilr and Vitally

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

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

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Qwilr

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Vitally

Authenticate Vitally

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

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Vitally

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Connect Vitally

Sign In

Run node once

Configure the Qwilr and Vitally 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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Vitally Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Qwilr and Vitally 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, Vitally, 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 Vitally integration works as expected. Depending on your setup, data should flow between Qwilr and Vitally (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 Vitally

Qwilr + Vitally + Slack: When a Qwilr proposal is accepted, update the client's health score in Vitally and notify the sales team in Slack.

Vitally + Qwilr + HubSpot: When a customer's health score is updated in Vitally, trigger a personalized Qwilr proposal and save the Qwilr URL in HubSpot.

Qwilr and Vitally 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 Vitally

Use Vitally in Latenode to centralize customer success data and automate actions based on health scores. Sync data, trigger alerts for at-risk users, and personalize support workflows, all within Latenode's visual editor. Combine Vitally's insights with other tools for smarter, automated customer lifecycle management.

See how Latenode works

FAQ Qwilr and Vitally

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

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

Can I update Vitally when a Qwilr quote is accepted?

Yes, you can! Latenode allows real-time updates between Qwilr and Vitally, ensuring your customer data is always current and reflecting deal stages automatically.

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

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

  • Create new Vitally users when a Qwilr quote is created.
  • Update Vitally user segments based on Qwilr quote acceptance.
  • Trigger notifications in Vitally for key Qwilr quote events.
  • Automatically log Qwilr quote data in Vitally notes.
  • Sync Qwilr project details to Vitally account information.

How do I handle errors between Qwilr and Vitally in Latenode?

Latenode offers robust error handling. You can set up alerts, retry failed tasks, and log errors for debugging within your workflows.

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

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

  • Complex Qwilr quote structures may require custom JavaScript parsing.
  • Vitally API rate limits can affect high-volume data syncs.
  • Real-time updates depend on the reliability of both Qwilr and Vitally APIs.

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