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
  • Create Podio tasks when Qwilr projects are accepted

    When your proposals are accepted, you want to ensure its worked on as soon as possible. This Zapier automation will automatically create a task in Podio to kick-start your workflow. That way, you can take prompt action and save time from manual processes.

  • Create Qwilr projects for new Eventbrite attendees

    After someone decides to attend your event, you'll want to provide a personalized experience. This Zapier automation helps you create beautiful Qwilr pages for each new Eventbrite attendee. You will be able to use the information your attendee has provided to craft a unique Qwilr page instantly which both saves you time as well as a great experience for your attendee.

  • Create Qwilr projects from new Typeform entries

    If you're collecting data, often you'll want to have some sort of a follow-up. This integration automatically creates new Qwilr projects when someone completes your Typeform. It also gives you the flexibility to customize each Qwilr page based on data from the Typeform entry.

  • Create Airtable records for new accepted Qwilr projects

    For the Qwilr projects you've won, you'll want to keep a record for storage and analysis purposes. This integration automatically creates a new record in Airtable for every new Qwilr project that is accepted. This saves you time from manual input and ensures you won't forget recording a data point for future use.

  • Send data to Dasheroo when Qwilr projects are accepted

    Analytics and dashboards are powerful when kept up to date. This integration will automatically update your dashboard in Dasheroo every time your Qwilr projects are accepted. This will give you and your team real-time visibility on the performance of your business.

  • Create Asana tasks when Qwilr projects are accepted

    Find yourself spending too much time creating tasks in Asana rather than getting work done? Spend more time working to complete new deals by automating the creation of new Asana tasks every time a Qwilr project is accepted.

  • Add new Intercom leads when new Qwilr projects are accepted

    Make sure you nurture and act on a lead as soon as possible. This automation will instantly create a lead in Intercom when your Qwilr project is accepted. Your intercom campaigns can now automatically run as soon as your leads accept your proposals.

  • Create contacts in Zoho CRM when Qwilr projects are accepted

    Make sure you save time by integrating your workflows to your CRM system. This automation automatically creates a contact in Zoho CRM when someone accepts a Qwilr project. By connecting Qwilr to your CRM, you spend less time on process and more time on winning deals.

  • Create Xero invoices when Qwilr projects are accepted

    Time to provide an invoice to a closed deal? Don't waste time and get it done automatically with this Zap. It creates a sales invoice in Xero when Qwilr projects are accepted. Automation saves you time from admin work, freeing up your day for more important tasks.

  • Create Qwilr projects for new Infusionsoft opportunities

    Make sure deals are worked on as fast as possible by automating your workflow. This automation creates and pre-fills Qwilr templates using your CRM data once a new Infusionsoft opportunity is created. Save time from manual work, especially for highly uniform transactions and processes.

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

Qwilr Integration Details

Launched on Zapier February 17, 2016

Zapier combines Triggers (like "Project Accepted") and Actions (like "Create Project") 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.

Create Project

Creates a new project.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

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.