How to connect Katana + Qwilr
Zapier lets you send info between Katana and Qwilr automatically—no code required.
When this happens...
Triggers when a project is first created.
automatically do this!
Creates a customer.
- Create CustomerCreates a customer.Action
- Create Sales OrderCreates a new sales order.Action
- Find CustomerFind a customer by name, email, or phone numberAction
- Find or Create CustomerFind an existing customer, or create a new customer if one is not found.Action
- Project AcceptedTriggers when a project is accepted.Trigger
- New ProjectTriggers when a project is first created.Trigger
- Project First ViewedTriggers when a project is first viewed.Trigger
- Project PublishedTriggers when a project is published.Trigger
Creates a new project.
- Step 1: Authenticate Katana + Qwilr.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Qwilr is reimagining the way you communicate with your clients. We help you make beautiful, intuitive sales and marketing documents that look impressive and integrate seamlessly with your business.