Qwilr Integrations

  • Get Slack notifications when Qwilr projects are first viewed

    Spending hours (or days) producing beautiful sales proposals, without ever knowing whether your clients are actually reading them? This Zapier automation will help you better manage your leads by instantly notifying you in a Slack channel of your choice whenever a client views your Qwilr project for the first time.

    Note: This Zapier automation provides a notification of the first time a Qwilr project is viewed — not each subsequent instance in which the project is viewed.

    How this Qwilr-Slack integration works

    1. A Qwilr project is viewed for the first time
    2. Zapier sends a notification to the nominated Slack channel

    Apps involved

    • Qwilr
    • Slack
  • Send emails from Gmail when new Qwilr projects are first viewed

    Following up with leads and knowing exactly when to do so is a constant problem for salespeople. This Zapier automation will save you time by instantly sending your client a follow up email as soon as they view your Qwilr project for the first time. You can also use this to notify yourself (or another team member) by email whenever one of your Qwilr projects are first viewed.

    Note: This Zapier automation sends an email the first time a Qwilr project is viewed — not each subsequent instance in which the project is viewed.

    How this Qwilr-Gmail integration works

    1. A Qwilr project is viewed for the first time
    2. Zapier sends out an email from Gmail

    Apps involved

    • Qwilr
    • Gmail
  • Add MailChimp subscribers when new Qwilr projects are accepted

    It's easy to forget about keeping in touch with your clients on a regular basis. This Zapier automation will ensure that you maintain consistent contact with clients by adding them as MailChimp subscribers when the clients accept your Qwilr projects, allowing your newsletters to reach them from then on.

    How this Qwilr-MailChimp integration works

    1. A Qwilr project is accepted
    2. Zapier adds a new subscriber to a MailChimp list of your choosing

    Apps involved

    • Qwilr
    • MailChimp
  • Create Trello cards for viewed Qwilr projects

    It's difficult to keep track of sales leads — you send them proposals and quotes, but never know for certain whether they've read your documents and whether it's time for you to follow up. This Zapier automation will help you better manage your leads by instantly creating a new Trello card (in a Trello board and list of your choice) when a client views your Qwilr project for the first time.

    Note: This Zapier automation creates a new card only the first time a Qwilr project is viewed — not each subsequent instance in which the project is viewed.

    How this Qwilr-Trello integration works

    1. A Qwilr project is viewed for the first time
    2. Zapier creates a new Trello card (in a Trello board and list of your choice)

    Apps involved

    • Qwilr
    • Trello
  • Add accepted Qwilr projects to Google Sheets

    Struggling to keep a clean record of the proposals your clients have accepted? This Zapier automation will instantly create a new row in a Google Sheets spreadsheet (including selected data, such as deal value and the client's email address) whenever a Qwilr project is accepted.

    How this Qwilr-Google Sheets integration works

    1. A Qwilr project is accepted
    2. Zapier creates a new row (populated with selected data) in a specific Google Sheet

    Apps involved

    • Qwilr
    • Google Sheets
  • Create Harvest projects when new Qwilr projects are accepted

    Having to manually create a project once a client accepts a sales proposal can be tedious, and only slows you down. This Zapier automation will streamline the process for you by instantly creating a new Harvest project when a client accepts your Qwilr project, so you never skip a beat.

    How this Qwilr-Harvest integration works

    1. A Qwilr project is accepted
    2. Zapier creates a new Harvest project

    Apps involved

    • Qwilr
    • Harvest
  • Create activity on Pipedrive when Qwilr projects are viewed

    We often forget to follow up with leads once they've reviewed our sales and marketing documents. This Zapier automation will not only remind you to follow up by creating a new Pipedrive activity but also enable you to do so in a timely manner, as soon as your Qwilr project is first viewed by a client.

    Note: This Zapier automation creates a new activity only the first time a Qwilr project is viewed — not each subsequent instance in which the project is viewed.

    How this Qwilr-Pipedrive integration works

    1. A Qwilr project is viewed for the first time
    2. Zapier creates a new Pipedrive activity

    Apps involved

    • Qwilr
    • Pipedrive
  • Create Pipedrive deals when Qwilr projects are published

    When you publish proposals (in Qwilr or otherwise), you want to ensure that your CRM pipeline is up-to-date showing all outstanding deals with all relevant information. This Zapier automation will help you better manage your sales pipeline by instantly creating a new Pipedrive deal (populated with related data) when a Qwilr project is published.

    How this Qwilr-Pipedrive integration works

    1. Qwilr project is published
    2. Zapier creates a new deal in Pipedrive

    Apps involved

    • Qwilr
    • Pipedrive

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Qwilr Integration Details

Launched on Zapier February 17, 2016

Zapier combines Triggers (like "Project Accepted") and Actions (like "Create Campaign") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Qwilr Triggers, Searches, and Actions are supported by Zapier:

Project Accepted

Triggers when a project is accepted.

Project Published

Triggers when a project is published.

Project First Viewed

Triggers when a project is first viewed.

New Project

Triggers when a project is first created.

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