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Automatically generate personalized Qwilr proposals from SmartSuite data, keeping sales materials current. Latenode’s visual editor and JavaScript blocks streamline complex pricing logic, ensuring accuracy. Scale proposal generation affordably by paying only for execution time.
Connect SmartSuite and Qwilr in minutes with Latenode.
Create SmartSuite to Qwilr workflow
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Create a New Scenario to Connect SmartSuite 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 SmartSuite, triggered by another scenario, or executed manually (for testing purposes). In most cases, SmartSuite or Qwilr will be your first step. To do this, click "Choose an app," find SmartSuite or Qwilr, and select the appropriate trigger to start the scenario.
Add the SmartSuite Node
Select the SmartSuite node from the app selection panel on the right.
SmartSuite
Configure the SmartSuite
Click on the SmartSuite node to configure it. You can modify the SmartSuite 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 SmartSuite node, select Qwilr from the list of available apps, and choose the action you need from the list of nodes within Qwilr.
SmartSuite
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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 SmartSuite 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 SmartSuite 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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SmartSuite
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring SmartSuite, 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 SmartSuite and Qwilr integration works as expected. Depending on your setup, data should flow between SmartSuite and Qwilr (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
SmartSuite + Qwilr + Slack: When a SmartSuite record reaches a specific stage (triggering an update), a Qwilr proposal is automatically created using a predefined template. A notification is then sent to a designated Slack channel to inform the team.
Qwilr + SmartSuite + Google Sheets: When a Qwilr proposal is accepted, the corresponding SmartSuite project's status is automatically updated. Additionally, the proposal data is logged into a Google Sheets spreadsheet for tracking and analysis.
About SmartSuite
Use SmartSuite in Latenode to build flexible data workflows. Automate tasks like project management, CRM updates, or inventory tracking. Latenode adds custom logic, AI processing, and file handling to SmartSuite's structured data, creating scalable solutions that go beyond basic automation.
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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 SmartSuite account to Qwilr using Latenode?
To connect your SmartSuite account to Qwilr on Latenode, follow these steps:
Can I automate Qwilr project creation from SmartSuite tasks?
Yes, you can! Latenode lets you trigger Qwilr project creation when a new task is added in SmartSuite, saving time and ensuring consistent project setup.
What types of tasks can I perform by integrating SmartSuite with Qwilr?
Integrating SmartSuite with Qwilr allows you to perform various tasks, including:
How does Latenode handle SmartSuite's complex field types?
Latenode natively supports all SmartSuite field types. Use no-code blocks or JavaScript steps for advanced transformations.
Are there any limitations to the SmartSuite and Qwilr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: