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How to connect Qwilr and WhatConverts
Create a New Scenario to Connect Qwilr and WhatConverts
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 WhatConverts will be your first step. To do this, click "Choose an app," find Qwilr or WhatConverts, 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 WhatConverts Node
Next, click the plus (+) icon on the Qwilr node, select WhatConverts from the list of available apps, and choose the action you need from the list of nodes within WhatConverts.
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Authenticate WhatConverts
Now, click the WhatConverts node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your WhatConverts settings. Authentication allows you to use WhatConverts through Latenode.
Configure the Qwilr and WhatConverts 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 WhatConverts 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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WhatConverts
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Qwilr, WhatConverts, 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 WhatConverts integration works as expected. Depending on your setup, data should flow between Qwilr and WhatConverts (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 WhatConverts
Qwilr + WhatConverts + Salesforce: When a Qwilr proposal is accepted, WhatConverts is used to find lead data, and a new opportunity is created in Salesforce, linking the lead source information.
WhatConverts + Qwilr + Slack: When WhatConverts identifies a lead who has viewed a Qwilr proposal, a notification is sent to a specified Slack channel, including relevant details about the proposal.
Qwilr and WhatConverts 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 WhatConverts
Capture and analyze marketing leads in WhatConverts, then pipe data to Latenode to automate follow-ups. Qualify leads based on source & behavior using Latenode's no-code tools, triggering custom CRM updates or personalized email sequences. Scale lead management without complex coding.
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See how Latenode works
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FAQ Qwilr and WhatConverts
How can I connect my Qwilr account to WhatConverts using Latenode?
To connect your Qwilr account to WhatConverts 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 WhatConverts accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I track proposal acceptance in WhatConverts?
Yes, with Latenode you can! Automatically update WhatConverts when a Qwilr proposal is accepted. This gives instant sales attribution insights, linking closed deals to marketing campaigns.
What types of tasks can I perform by integrating Qwilr with WhatConverts?
Integrating Qwilr with WhatConverts allows you to perform various tasks, including:
- Create WhatConverts leads when a Qwilr proposal is viewed.
- Update lead information in WhatConverts when a proposal is accepted.
- Trigger custom marketing actions based on proposal status changes.
- Analyze proposal data alongside marketing campaign performance.
- Send alerts for high-value proposals viewed multiple times.
Can I use custom fields from Qwilr in my WhatConverts integrations?
Yes, Latenode allows you to map custom fields from Qwilr to WhatConverts, providing granular control and data consistency.
Are there any limitations to the Qwilr and WhatConverts integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time updates depend on the Qwilr and WhatConverts API availability.
- Complex data transformations may require JavaScript knowledge.
- Initial setup requires valid API keys and correct authentication.
