Qwilr

Qwilr

Create beautiful, interactive sales documents and proposals with Qwilr. Automate page creation, track views, and handle acceptance events.

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.

CRMProductivity7 triggers2 actions

Triggers

(7)

Page Accepted

Triggers when a Qwilr page is accepted

Page Partially Accepted

Triggers when a Qwilr page is partially accepted

Page Preview Accepted

Triggers when a Qwilr page preview is accepted

Page Viewed

Triggers when a Qwilr page is viewed

Page First Viewed

Triggers when a Qwilr page is viewed for the first time

Page Set Live

Triggers when a Qwilr page is set to live

Page Revived Live

Triggers when a Qwilr page is revived to live status

Actions

(2)

Create Page

Creates a new Qwilr page from saved blocks or template.

Custom API Call

Make a custom API call to a specific endpoint

What can you automate with Qwilr and Coherence?

These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.

Bring Qwilr activity into Coherence

Start 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

Finishes with

Create or update a Coherence record

Act in Qwilr from a Coherence workflow

Use 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 changes

Finishes with

Create Page

Connect Qwilr to the wider customer workflow

Combine Qwilr with another integration and Coherence records to keep account, contact, and deal context attached to the work around it.

Starts with

Page Accepted

Finishes with

Create Page, then preserve the outcome in Coherence

How to connect Qwilr

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

1

Connect the account

Authorize the Qwilr account and permissions the workflow needs.

2

Choose a supported step

Select one of the current triggers or actions listed above and map its fields.

3

Test with a real record

Run a small test, inspect the result in both systems, and only then enable the workflow.

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 in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page 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?

Start automating in minutes. No credit card required.