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How to connect Qwilr and Xero
Create a New Scenario to Connect Qwilr and Xero
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 Xero will be your first step. To do this, click "Choose an app," find Qwilr or Xero, 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 Xero Node
Next, click the plus (+) icon on the Qwilr node, select Xero from the list of available apps, and choose the action you need from the list of nodes within Xero.
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Authenticate Xero
Now, click the Xero node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Xero settings. Authentication allows you to use Xero through Latenode.
Configure the Qwilr and Xero 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 Xero 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, Xero, 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 Xero integration works as expected. Depending on your setup, data should flow between Qwilr and Xero (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 Xero
Qwilr + Xero + Slack: When a Qwilr proposal is accepted, an invoice is automatically created in Xero. A message is then sent to a specified Slack channel to notify the sales team.
Xero + Pipedrive + Qwilr: When an invoice is paid in Xero, the corresponding deal in Pipedrive is updated and a personalized thank you page is created in Qwilr and sent to the customer.
Qwilr and Xero 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 Xero
Automate accounting tasks with Xero in Latenode. Sync invoices, track payments, and manage contacts within larger workflows. Use Latenode's visual editor to connect Xero data to other apps, like CRM or e-commerce platforms, triggering actions based on Xero events. Simplify reconciliation and reporting with customized automation.
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FAQ Qwilr and Xero
How can I connect my Qwilr account to Xero using Latenode?
To connect your Qwilr account to Xero 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 Xero accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Xero invoices from accepted Qwilr quotes?
Yes, you can! With Latenode, automatically create Xero invoices when a Qwilr quote is accepted. This eliminates manual data entry and speeds up your billing process.
What types of tasks can I perform by integrating Qwilr with Xero?
Integrating Qwilr with Xero allows you to perform various tasks, including:
- Create a new Xero invoice when a Qwilr quote is accepted.
- Update Xero contact information from new Qwilr client data.
- Generate Qwilr proposals from Xero customer details automatically.
- Send payment reminders via Qwilr based on Xero invoice due dates.
- Archive Qwilr proposals when invoices are fully paid in Xero.
What Qwilr data can I access and use within Latenode workflows?
You can access client details, quote amounts, line items, and status updates from Qwilr. Use this data to trigger actions or enrich other steps.
Are there any limitations to the Qwilr and Xero integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Qwilr templates with custom JavaScript may require advanced configuration.
- Real-time synchronization depends on the API rate limits of both Qwilr and Xero.
- Custom field mappings beyond standard fields require JavaScript coding within Latenode.
