Automate Qwilr Proposal Accepted Details to Google Sheets with Pabbly Connect

Learn how to automate adding accepted proposal details from Qwilr to Google Sheets using Pabbly Connect for seamless project management. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate the process of adding accepted proposal details from Qwilr to Google Sheets, you need to access Pabbly Connect. Start by signing up for a free account on the Pabbly Connect website, where you can get free automation tasks every month.

Once logged in, you will land on the Pabbly Connect dashboard. From here, click on the ‘Create Workflow’ button to begin setting up your automation. Name your workflow ‘Qwilr to Google Sheets’ and click the create button to load the workflow page.

2. Setting Up the Trigger with Qwilr

The first step in using Pabbly Connect is to set up the trigger, which in this case is the acceptance of a proposal in Qwilr. Search for Qwilr in the trigger application section and select the trigger event as ‘Project Accepted’.

• Click on ‘Connect’ and select ‘Add New Connection’.
• You will need to enter the API key from your Qwilr account settings to establish the connection.

After entering the API key, click on ‘Save’ to connect. Once connected, click on ‘Save and Send Test Request’ to confirm that the connection is working properly.

3. Creating a Test Proposal in Qwilr

Next, you need to create a test proposal in Qwilr to verify that your integration works correctly with Pabbly Connect. Clone a template in Qwilr and fill in the necessary details such as the client name and email.

Once the proposal is ready, have the client accept the proposal by filling in the required information and clicking the accept button. This action will trigger the automation you set up in Pabbly Connect.

After the proposal is accepted, check the response in Pabbly Connect. You should see the details of the accepted proposal, including the project name and the acceptor’s information, which will be used in the next steps.

4. Adding Google Sheets Action in Pabbly Connect

To record the accepted proposal details automatically, you need to add Google Sheets as the action application in Pabbly Connect. Search for Google Sheets and select the action event ‘Add New Row’.

• Click on ‘Connect’ and select ‘Add New Connection’.
• Sign in with your Google account to allow Pabbly Connect access to your Google Sheets.

After connecting, select the spreadsheet where you want to save the accepted proposal details. Map the fields from the Qwilr response to the corresponding columns in your Google Sheets, such as project name, acceptor’s name, and email address.

5. Finalizing Your Integration with Pabbly Connect

Once the mapping is complete, click on ‘Save and Send Test Request’ in Pabbly Connect to ensure that the data is being sent to Google Sheets correctly. Check your Google Sheets to see if a new row has been added with the accepted proposal details.

Your automation is now complete! With Pabbly Connect, every time a proposal is accepted in Qwilr, the details will automatically populate in your Google Sheets without any manual effort.

By setting up this workflow, you streamline your project management process, allowing you to focus on more important tasks while Pabbly Connect handles the data entry for you.

Conclusion

Using Pabbly Connect to automate the process of adding accepted proposal details from Qwilr to Google Sheets enhances efficiency in project management. This integration allows for seamless data handling, ensuring that you never miss important information again.