Using Zapier to build Qwilr Pages
Our Zapier integration lets you connect Qwilr with other apps, and generate personalized Qwilr Pages automatically. Zapier offers both free and paid plans.
Note: If you haven't used the Zapier integration before, please see our general Zapier article for more on how it works.
In this article:
Before you start
Zapier offers a wide selection of apps you can use as the trigger point for your Zap - forms, spreadsheets, and CRM tools, to name a few. Each app will have slightly different information it can pass into Zapier, so there may be some variation from these basic instructions. If you need any help, please reach out to our team.
In this example, we'll create a Zap that begins when a client enters responses in a Typeform. From there, Zapier will use the details from the form to create a new Qwilr Page.
Before you build the Zap, you'll want to have:
- A template ready in Qwilr
- A test form ready in Typeform
Note: Zapier allows sharing of Zaps, so here's a link to the one we've created in this article. You can open it in your Zapier account as a starting point.
Setting up the Qwilr Template
Step 1. First, build a Qwilr Page.
Step 2. Convert the page to a Qwilr template. In the top right corner of the page, click on the Convert to Template icon.
Note: In Qwilr, your template will move from your dashboard to your template library. If you need to find it again, click the Create New button on your dashboard, and then choose From Template.
Step 3. Add some tokens to the page. Tokens indicate where the personalized details will go. You can add as many tokens as you need. You'll define what the tokens are, but they'll be based on the information fields you're pulling in from the trigger app. In our example, we're basing the tokens on the fields in our form.
You can find instructions for creating tokens in this article. Here's an example from our Qwilr template, which has several tokens added.
Trigger: New form response
Note: If you're using an app other than Typeform as the trigger for your Zap, the process will be similar to what's shown here, but there may be small variations. Please reach out to our team if you have any questions about your own Zap.
Step 1. In Zapier, start a new Zap and choose Typeform as the trigger app. Then choose New Entry as the trigger.
Step 2. Click Continue, and then follow the prompts to connect your Qwilr and Typeform accounts.
Step 3. Once your accounts are connected, you'll be able to click on the Form field and choose the Typeform you want to use from the list. Then click Continue.
Step 4. Click Test Trigger. Zapier will search for the most recent response to this form in your Typeform account, and pull in that sample data. If your form doesn't have any responses yet, Zapier will pull in some placeholder data instead.
Step 5. Zapier displays the sample data like the example below.
The top section displays your form's questions (preceded by ###), followed by the sample responses.
Step 6. Click Continue to move on to the action step.
Action: Create a Qwilr Page
Step 1. Choose Qwilr as the action step for your Zap. Then choose the action Create Project. Click Continue.
Step 2. Follow the prompts to connect your Qwilr account to Zapier.
Step 3. Click on the Qwilr Template field. Zapier will display a list of your existing templates in Qwilr. Choose the one you want to use for this Zap.
Step 5. It's a good idea to have your template open in another browser tab for this step. Now it's time to give Zapier instructions about the tokens in your template.
We'll connect each token to a specific field in the trigger app. In this example, we'll use fields from the Typeform.
Start by typing the first token from your template into the Variables field.
Step 6. In the field next to the token text, you'll choose the field from your Typeform that matches. In this case, our token is bride_first_name, so we'll choose the first name field from our Typeform.
Click on the field to bring up a list of all the available data fields from Typeform. Click Show All Options to expand the list. Then click on the field you want to match to your token.
Note: Remember, Zapier will display the sample data from your form next to each token. That makes it easy to choose the right one.
Step 7. Click the + symbol to add another variable.
Then repeat the process - type or paste the token text from your Qwilr template in the left field, and then choose the Typeform field to match it. You'll need to do this for each token you've used in your template.
Step 8. Click Continue. Then click Test & Continue. Zapier will create a test page in your Qwilr account.
If the test is successful, Zapier will reveal the Publish Zap button. Click it to make the Zap live.
If there's an issue and Zapier can't send a test email, it will present a troubleshooting guide. If you have questions, please reach out to us and we'll be glad to help.
Step 9. When you have a successful test, go to your Qwilr dashboard. You should see your template on the dashboard now, labeled as a Blueprint. Hover over it to reveal the View Children button, and click that to see the new test page.
From this point, each time someone submits their responses on your Typeform, Zapier will create a new personalized page in Qwilr. You can then share it with the prospect.