Zapier Integration Overview

Zapier automates workflows between Qwilr and 2000+ 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 Zapier videos here and here.)

Note: Integration settings are only available to account admins 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 connect 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

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

Step 2. Choose the Trigger app for your workflow. (You can use Qwilr as either the Trigger app or the Action app.) Then choose from the list of available triggers. (Here are Qwilr's available triggers.)

Step 3. Choose the Action app for your workflow. If you want to create an action within Qwilr, choose from the available actions.

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! 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 First Viewed: Triggers when a Page is first viewed.
  • New Project (page creation): Triggers when a Page is first created.

With these triggers, you'll be able to include a number of Qwilr-specific details in your workflow:

  • 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

This action lets you pass these details into Qwilr:

  • Qwilr template to use in creating the page (required)
  • Project name (optional)
  • 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. 
  • Prefilled names: If you've used an Accept Block with esign 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.

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