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Automatically generate polished Qwilr proposals from new ServiceM8 jobs and close deals faster. Latenode’s visual editor and affordable pricing make scaling this automation easy. Customize further with JavaScript.
Connect ServiceM8 and Qwilr in minutes with Latenode.
Create ServiceM8 to Qwilr workflow
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Create a New Scenario to Connect ServiceM8 and Qwilr
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 ServiceM8, triggered by another scenario, or executed manually (for testing purposes). In most cases, ServiceM8 or Qwilr will be your first step. To do this, click "Choose an app," find ServiceM8 or Qwilr, and select the appropriate trigger to start the scenario.
Add the ServiceM8 Node
Select the ServiceM8 node from the app selection panel on the right.
ServiceM8
Configure the ServiceM8
Click on the ServiceM8 node to configure it. You can modify the ServiceM8 URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Qwilr Node
Next, click the plus (+) icon on the ServiceM8 node, select Qwilr from the list of available apps, and choose the action you need from the list of nodes within Qwilr.
ServiceM8
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Qwilr
Authenticate Qwilr
Now, click the Qwilr node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Qwilr settings. Authentication allows you to use Qwilr through Latenode.
Configure the ServiceM8 and Qwilr 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 ServiceM8 and Qwilr Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Qwilr
Trigger on Webhook
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ServiceM8
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring ServiceM8, Qwilr, 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 ServiceM8 and Qwilr integration works as expected. Depending on your setup, data should flow between ServiceM8 and Qwilr (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Qwilr + ServiceM8 + QuickBooks: When a quote is accepted in Qwilr, the automation retrieves the related ServiceM8 job details and uses them to create an invoice in QuickBooks.
Qwilr + ServiceM8 + Slack: When a Qwilr proposal, based on a ServiceM8 job, is viewed or accepted, a notification is sent to a designated Slack channel.
About ServiceM8
Sync ServiceM8 field service data with other apps inside Latenode to automate scheduling, invoicing, and client communication. Use Latenode's visual editor to build custom workflows triggered by ServiceM8 events, avoiding manual data entry. Connect accounting, CRM, and marketing tools, extending ServiceM8's capabilities without complex coding.
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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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How can I connect my ServiceM8 account to Qwilr using Latenode?
To connect your ServiceM8 account to Qwilr on Latenode, follow these steps:
Can I automatically create Qwilr proposals from new ServiceM8 jobs?
Yes, you can! Latenode lets you automate proposal creation, triggering Qwilr from ServiceM8. Save time and ensure prompt, professional client communication.
What types of tasks can I perform by integrating ServiceM8 with Qwilr?
Integrating ServiceM8 with Qwilr allows you to perform various tasks, including:
What ServiceM8 data can I access within Latenode workflows?
Latenode provides access to job details, client information, and scheduling data within ServiceM8, enabling complex automations.
Are there any limitations to the ServiceM8 and Qwilr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: