Qwilr integration with Pipedrive
How to Create Pipedrive deals when Qwilr projects are published
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Pipedrive deals when Qwilr projects are published" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Qwilr integrations
Qwilr actions
Nekton can use any feature that is available in Qwilr API.
Using our advanced AI, you can easily create custom automations for Qwilr.
Here are some typical actions you can do in your automated workflows.
Project Accepted
Triggers when a project is accepted.
Project First Viewed
Triggers when a project is first viewed.
New Project
Triggers when a project is first created.
Project Published
Triggers when a project is published.
About Qwilr
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.