Using Zapier to send automated email notifications
With our Zapier integration, you can send your clients reminder emails automatically. Or you could send them some next steps once they've accepted your Qwilr Page. You can even notify your whole sales team when a client accepts your proposal. Zapier offers both free and paid plans.
Note: If you haven't used the Zapier integration before, please see our general doc for more on how it works.
In this article:
Before you start
In this example, we'll build a workflow (also known as a Zap) in Zapier. Before starting the Zap, make sure you have at least one recently-accepted test page in your Qwilr account.
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.
Trigger: Page accepted in Qwilr
Step 1. In Zapier, start a new Zap and choose Qwilr as the trigger app. Then choose Project Accepted as the trigger.
Step 2. Click Continue, and then follow the prompts to connect your Qwilr and Zapier accounts.
Step 3. Click Test Trigger. Zapier will search for the most recently-accepted page in your Qwilr account, and pull in sample data from that page.
Step 4. Zapier displays the sample data like the example below.
The bold text shows the names of data fields that Qwilr allows Zapier to access. The grey text next to each data field is the sample data from your test page.
Having them side by side makes it easy to identify which data fields you'll need in the next step of the Zap.
Step 5. Click Continue to move on to the action step.
Action: Send an email
Step 1. Choose an email app. Zapier integrates with Gmail and others, or you can choose Zapier's own app, Email by Zapier.
Step 2. Make sure to set Send Outbound Email as the action. Then click Continue.
If you're using your own email app in this Zap, you'll be prompted to connect your emailer to Zapier. If you're using Email by Zapier, you'll skip that step.
Step 3. Now it's time to customize the email. You'll specify who it's sent to, what the subject is, and what's in the body text.
You can type in this information, or you can insert specific data from the Qwilr Page to populate the email automatically. (Most of the time, you'll likely use a mixture of these two.)
When you click on any field labeled Type or insert, it will open a list of the available data fields you can use from Qwilr. The text in gray next to each data field will help you know you're selecting the right one.
In this example, we're taking the email address the client entered while accepting the Qwilr Page, and using it as the addressee for the email.
To show the whole list of available data fields, click Show All Options.
Step 4. Fill in as much of the email form as you need. Zapier includes a number of non-required fields, which you can skip if you don't need them in your email.
In this example, we've started the body of the email, inserting 2 data fields to personalize it for any client who's just accepted the Qwilr Page.
Step 5. Click Continue. Zapier will display a preview of your email, so you can verify that the data fields look correct with the text you typed in.
Step 6. Click Test & Continue. Zapier will send a test email using your test data.
If the test is successful, Zapier displays a message to let you know. You should also receive a test email at the email address on your Zapier account.
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 7. With a successful test, you're ready to click the button to turn on the Zap.
From this point, as your clients accept Qwilr Pages, they'll instantly receive this email.
Adding a delay step
Let's say you want to have this automated email send a few days after your client accepts that Qwilr Page. In that case you can add a delay to your Zap.
Step 1. To insert a delay step, click on the + symbol between the Trigger and Action steps of your Zap.
Step 2. Choose the Delay app.
Step 3. For the action, choose Delay For. Then click Continue.
Step 4. In this example, we're sending the client our email 3 days after they've accepted the Qwilr Page. Type in the number in the first field, and choose the unit of time for the second field.
Step 5. Click Continue. Then click Test & Continue. Zapier will test that the delay settings are valid, and then display a check mark to show that this step is working.
Step 6. Turn the Zap back on by clicking the switch.