CRM and Sales tools
Qwilr
11 min
qwilr lets users create interactive sales and business documents like proposals and quotes integrating qwilr with make com enables automated creation, sharing, and tracking of qwilr documents based on triggers from your crm or other business tools this is ai generated content based on official qwilr documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //qwilr com directly requirements to use the qwilr app in make, you must have an active qwilr account and an access token, https //qwilr com for subscription, refer to the https //qwilr com connect qwilr and {{product name}} to get started, you must first create a connection between qwilr and {{product name}} , allowing the two services to communicate obtain your api key in your qwilr account create the connection in make obtain your api key in your qwilr account before you create the connection in {{product name}} , you should first obtain your api key in your qwilr account to obtain your api key navigate to settings click the api tab click the generate button to create a new api key copy the api key displayed in the modal you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //docs qwilr com/docs/getting started/quick start/ create the connection in {{product name}} https //www make com/en/register , add the qwilr module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your qwilr account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page qwilr modules after connecting to the qwilr app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a page with blocks creates a new page by assembling and adding content blocks create a page with a template creates a new page based on a selected template get a page retrieves detailed information about a specific page make an api call executes a custom api request to the connected service using your authorized credentials update a page updates the content or information on an existing page watch accepted page triggers when a page submission is reviewed and approved templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} qwilr resources you can have access to more resources related to this app on the following links https //community make com/search?q=qwilr https //qwilr com https //docs qwilr com/api reference/ https //www make com/en/integrations/qwilr