Zapier

Zapier automates workflows between Qwilr and 1500+ other cloud apps, including virtually all of the popular apps you use. Set up any number of "Zaps" to automatically perform various background tasks. (If you're a fan of video, we have one about Zapier here.)

Note: Integration settings are only available to account admins. This integration is available to Business and Enterprise plan customers.

Setting up the integration

Step 1. You'll set up the integration in Zapier. As you're creating your first Zap, you'll be prompted to connect your Qwilr account.

Step 2. To find your API key in Qwilr, head to Settings API and copy your key from there.

Step 3. Paste that API key into the Zapier prompt and continue with setup.

Creating a Zap

Step 1. In Zapier, click the Make a Zap! button.

Step 2. Choose the 2 apps you want to connect. Qwilr can be used as the Trigger app or the Action app.

Step 3. Choose your conditions. If you want to use Qwilr to Trigger an action in another app, choose Qwilr as your Trigger and then choose from the list of available triggers

If you want to create an Action within Qwilr, choose Qwilr as the Action app and then choose from the available actions.

Step 4. Finish the Zap by setting up any criteria you have. For example if you choose Qwilr as your action app, your Zap will create a new Qwilr Page that includes data from your trigger app.

And you're done! You can find more detailed zap setup steps here.

Available Triggers

When you choose Qwilr as the trigger app for your Zap, you'll choose one of these events:

  • Project Accepted: Triggers when a Qwilr Page is accepted.
  • Project Published: Triggers when a Page is published.
  • Project First Viewed: Triggers when a Page is first viewed.
  • New Project (page creation): Triggers when a Page is first created.

Those triggers can also include Qwilr-specific information:

  • Name of the accepted Qwilr Page
  • Name of the person who accepted your Qwilr Page
  • URL of the accepted Qwilr Page
  • Company name of the person who accepted your Qwilr Page
  • Email address of the person who accepted your Qwilr Page
  • Name of the Qwilr Page owner
  • Email address of the Qwilr Page owner

Available Actions

When you choose Qwilr as the action app for your Zap, you'll choose one option:

  • Create New Project: Creates a new Qwilr Page when the trigger event happens in another app

While using this action, you'll have different variables you can pass to Qwilr:

  • Qwilr Template (required)
  • Project name (optional)
  • Variables (optional): These are used if you have variables in your template like {{first_name}}. You can automatically fill that by including first_name in the variables section and specifying where that pulls from in your triggering app.
  • Prefilled names: This is used if you have an Accept Block with esign. You can automatically specify the names of the signers.
  • Project starred: Used if you want to automatically star a Page on your dashboard.
  • Project tags: Add tags to your Page to filter and organize on your dashboard

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