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Automatically generate Qwilr proposals from Smartsheet data, keeping sales materials updated. Latenode’s visual editor and affordable execution pricing make complex proposal workflows simple and cost-effective.
Connect Smartsheet and Qwilr in minutes with Latenode.
Create Smartsheet to Qwilr workflow
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Create a New Scenario to Connect Smartsheet 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 Smartsheet, triggered by another scenario, or executed manually (for testing purposes). In most cases, Smartsheet or Qwilr will be your first step. To do this, click "Choose an app," find Smartsheet or Qwilr, and select the appropriate trigger to start the scenario.
Add the Smartsheet Node
Select the Smartsheet node from the app selection panel on the right.
Smartsheet
Configure the Smartsheet
Click on the Smartsheet node to configure it. You can modify the Smartsheet 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 Smartsheet node, select Qwilr from the list of available apps, and choose the action you need from the list of nodes within Qwilr.
Smartsheet
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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 Smartsheet 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 Smartsheet 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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Smartsheet
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Smartsheet, 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 Smartsheet and Qwilr integration works as expected. Depending on your setup, data should flow between Smartsheet and Qwilr (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Smartsheet + Qwilr + Slack: When a new event occurs in Smartsheet, indicating a won deal, create a final proposal in Qwilr using a template, and then notify the sales team in a Slack channel.
Qwilr + Pipedrive + Smartsheet: When a Qwilr proposal is accepted, update the corresponding deal stage in Pipedrive and log the details of the accepted proposal, including deal ID and acceptance date, in a Smartsheet sheet for record-keeping.
About Smartsheet
Use Smartsheet in Latenode to automate project tracking and data collection. Update sheets from any trigger, like form submissions or database changes. Automate reporting by sending data to other apps and skip manual updates. Low-code tools and JS nodes add custom logic for advanced workflow control.
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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 Smartsheet account to Qwilr using Latenode?
To connect your Smartsheet account to Qwilr on Latenode, follow these steps:
Can I automatically create Qwilr proposals from new Smartsheet rows?
Yes, you can! Latenode allows you to automatically trigger Qwilr proposal creation when a new row is added to Smartsheet, saving time and improving proposal turnaround. Plus, you can add AI steps.
What types of tasks can I perform by integrating Smartsheet with Qwilr?
Integrating Smartsheet with Qwilr allows you to perform various tasks, including:
Can I use JavaScript to manipulate data between Smartsheet and Qwilr?
Yes! Latenode offers full JavaScript support allowing for complex data transformations between Smartsheet and Qwilr, beyond simple field mapping.
Are there any limitations to the Smartsheet and Qwilr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: