Zapier

Zapier automates workflows between Qwilr and 1000+ other cloud apps, including virtually all of the popular apps you use. 'Set and forget' any number of zaps that automatically perform various background tasks.

Note: Integration settings are only available to account admins. Zapier can be used on all paid plans.

Setting up the integration

You'll set up the integration on the Zapier. When you're creating your first Qwilr Zap you'll be prompted to connect your account.

To find your API key head to Settings → API and copy your key from there.

Paste that key into the Zapier prompted and continue.

Creating a Zap

1. From within Zapier click the 'Make a Zap!' button.

2. Choose the apps you want to create from. Qwilr can be used both in Triggers and Actions.

3. Choose your conditions. If you want to use Qwilr to Trigger an action in another app, make sure Qwilr is your Trigger and choose from the list of available triggers. If you want to create an Action within Qwilr choose your trigger and then choose your available action.

4. Set up any criteria you have. For example if you're choose Qwilr as your action you can create a Page and fill in variables with data in your triggering app. You'll choose your template, name your Page, pull in any variables, configure your accept block (if you have one) and add any tags you want.

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

Triggers

Qwilr zaps can be triggered (to produce certain actions in other apps):

  • 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.

From within those Triggers you 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 user to whom the Qwilr Page belongs.
  • Email address of the Qwilr user to whom the Qwilr Page belongs.
  • and a few more interesting pieces of data.

Actions

  • Create New Project:Used to create a new Qwilr Page based on actions elsewhere

While using the Qwilr 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