Zapier integration overview

Zapier helps you connect Qwilr to over 3000 other cloud apps. You can build automations (or "Zaps") to automatically perform various background tasks. 

Note: Integration settings are only available to account admins.

This integration is available on our Business and Enterprise plans.

Setting up the integration

Step 1. Log into your Zapier account to connect the integration. As you're creating your first Zap, you'll be prompted to paste in the API key from your Qwilr account.

Step 2. To find your API key in Qwilr, click on your initials in the top right corner. Choose View All Settings Qwilr API and copy your key from there.

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

Creating a Zap

Now that Qwilr and Zapier are connected, it's time to build a Zap.

Step 1. In Zapier, click the Make a Zap button (if you haven't already done this in the section above).

Step 2. You can use Qwilr as either the Trigger step (starting point) of your workflow, or the Action step (end point.) Zapier will place you in the Trigger step first.

Choose the Trigger app for your workflow. Then choose from the list of available triggers. (If you want Qwilr to be the trigger, here's a list of Qwilr's available triggers.)

Zapier will walk you through the steps to complete the Trigger step.

Step 3. Next, choose the Action app for your workflow. (If you want to to use Qwilr for the Action step, you'll have one available action: creating a new Qwilr Page.)

Step 4. Finish the Zap by following the rest of the prompts. If you'd like to see this process in action, we have a video here.

And you're done! 

Triggers for your Zap

If you choose Qwilr as the Trigger app for your Zap, you'll have these options for the starting point of the workflow:

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

Actions for your Zap

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

  • Create New Project: Creates a new Qwilr Page from a template

Pulling details from a Qwilr Page into the Zap

As an added step, you'll be able to access specific details from the Qwilr Page and pull them into your Zap. You'll be able to do this whether you use Qwilr as the Trigger or the Action app. Anywhere this is an option, a list of data fields will pop up in Zapier. Here's what this looks like.

Note: The other app you use in your Zap will offer a similar list of available details. 

When you use Qwilr as the Trigger app, you can pass details like these into your Action app: 

  • 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

When you use Qwilr as the Action app, you can collect details like these to add to the Qwilr Pages the workflow creates:

  • Variables (optional): You'll use these if you've included variables in your template, like {{first_name}}. The variables let you pull information from the Trigger app. Learn more about this here.
  • Prefilled names: If you've used an Accept Block with e-sign in your Qwilr template, then you can automatically specify the names of the signers.
  • Project starred: Use this if you want to automatically star a page on your Qwilr dashboard.
  • Project tags: Add tags to your page automatically, so they display on your Qwilr dashboard.

What's Next: