Qwilr

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1

Hi,

I need to send out bulk Qwilr agreements. I have the Hubspot/Qwilr intergration. I want to set up a Workflow that is triggered when a Hubspot form is submitted. Once the form is completed and submitted, there is an Action to automatically Create Qwilr Agreement using a select template that pulls the Company tokens (the contact is associated with that company) for sending out via email in Hubspot.

Is the above possible at all? I have started the workflow, setup the trigger but when I press + the Action to Create Qwilr Agreement does not seem to be there.

2

Hi @MLee6,

Thanks for reaching out to the Community!

So it looks like with the Qwilr integration we only have two available workflow triggers:

When Qwilr Page is viewed
When Qwilr Page is accepted

We could use one of these triggers for a workflow but not proposal creation.

I hope this helps clarify!

Diana

3

Thanks, @DianaGomez!
Hi @MLee6,
Carissa from Qwilr here. Our CRM integrations don’t give you the ability to automatically generate a Qwilr page. Unless you’re familiar working with APIs, you’ll need to use an automation tool like Zapier to accomplish this.
→ Here is a pre-built zap that you can modify to fit your use case
Hope that’s helpful! If you still have questions, you can also drop us a direct email at help@qwilr.com.