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Integrations · CRM · Productivity

Connect Qwilr to Coherence.

Create beautiful, interactive sales documents and proposals with Qwilr. Automate page creation, track views, and handle acceptance events. 7 triggers can start a workflow, and 2 actions can run inside one.

Page AcceptedCreate a Coherence record
A Coherence record changesCreate Page
Page Partially AcceptedUpdate a Coherence record

TRIGGERS AND ACTIONS

Everything Qwilr can do in a workflow.

Triggers start a workflow when something happens in Qwilr. Actions are the steps a workflow can run there.

Triggers · 7Page AcceptedPage Partially AcceptedPage Preview AcceptedPage ViewedPage First ViewedPage Set LivePage Revived Live
Actions · 2Create PageCustom API CallCustom API Call: Make a custom API call to a specific endpoint.

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with Qwilr.

Starting points for a workflow. Choose the exact fields, conditions, and records it updates.

Bring Qwilr activity into CoherenceStart from a supported Qwilr event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with · Page Accepted
or Page Partially Accepted
Finishes with · Create or update a Coherence record
Act in Qwilr from a Coherence workflowUse a change in Coherence to run a supported Qwilr action, so the next step follows the record instead of relying on someone to copy it.
Starts with · A Coherence record or workflow changesFinishes with · Create Page
Connect Qwilr to the wider customer workflowCombine Qwilr with another integration and Coherence records to keep account, contact, and deal context attached to the work around it.
Starts with · Page Accepted
or Page Partially Accepted
Finishes with · Create Page, then preserve the outcome in Coherence

SET UP

How to connect Qwilr.

The exact authentication fields depend on Qwilr. The workflow structure stays straightforward.

1Connect the accountAuthorize the Qwilr account and permissions the workflow needs.
2Choose a supported stepSelect one of the current triggers or actions listed above and map its fields.
3Test with a real recordRun a small test, inspect the result in both systems, and only then enable the workflow.

RELATED

Apps for the same workflow.

Apps that share a category with Qwilr or provide a complementary trigger or action.

QUESTIONS

Qwilr integration questions.

What can I automate with the Qwilr integration?

Qwilr currently provides 7 triggers that can start a workflow and 2 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.

How many Qwilr triggers and actions are available?

Qwilr currently lists 7 triggers and 2 actions, each named on this page. The list is read from the automation catalog Coherence workflows use, so review those names before building a workflow.

Can Qwilr connect to other apps through Coherence?

Yes. A workflow can combine supported Qwilr triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.

Do I need to write code to connect Qwilr?

The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.

Ready to connect Qwilr?

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