How to Create Airtable Records for New Proposals Accepted in Qwilr Using Pabbly Connect

Learn how to automate the creation of Airtable records for accepted proposals in Qwilr using Pabbly Connect. Step-by-step guide included! Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To create Airtable records for new proposals accepted in Qwilr, first, access Pabbly Connect. This platform allows you to automate workflows without coding, making it user-friendly and efficient.

Start by visiting the Pabbly Connect landing page. You can set up a free account that offers automation tasks every month. After signing up, log into your dashboard and click on the ‘Create Workflow’ button to begin setting up your automation.

2. Setting Up Your Workflow in Pabbly Connect

In the workflow setup, you will define the trigger and action that will automate the process. The trigger application is Qwilr, which will initiate the workflow when a proposal is accepted. using Pabbly Connect

• Choose Qwilr as the trigger application.
• Select the trigger event as ‘Project Accepted’.
• Connect to Qwilr using your API key found in your account settings.

Once connected, you will need to test the connection. This involves manually accepting a proposal to capture test data, which will be used in the next steps.

3. Accepting a Proposal to Capture Data

To test the integration, go to your Qwilr dashboard and accept a proposal. This action will generate the necessary data that Pabbly Connect will use to create records in Airtable. using Pabbly Connect

After accepting the proposal, Pabbly Connect will display the captured data in the response section. This data includes the project name, acceptor’s name, organization, and acceptance date, which are essential for your Airtable records.

4. Creating Records in Airtable Using Pabbly Connect

Now that you have the data, it’s time to set up the action step in Pabbly Connect. Select Airtable as the action application and choose ‘Create Record’ as the action event. This will allow you to save the accepted proposal data in Airtable. using Pabbly Connect

• Connect to Airtable using your API key from the account section.
• Select the appropriate base and table where the data will be stored.
• Map the data fields from Qwilr to Airtable, such as proposal name and acceptor’s name.

Click ‘Save and Send Test Request’ to ensure the data is correctly routed to your Airtable base. Upon successful execution, you will see the new row added to your Airtable table.

5. Finalizing Your Automation with Pabbly Connect

After successfully adding the test data to Airtable, your automation setup with Pabbly Connect is complete. This automation will now run automatically whenever a proposal is accepted in Qwilr.

By setting this up only once, you can ensure that all future accepted proposals will be logged in Airtable without any manual effort. This integration simplifies tracking and managing your proposals effectively.

Conclusion

In this tutorial, we demonstrated how to automate the creation of Airtable records for new proposals accepted in Qwilr using Pabbly Connect. This integration streamlines your workflow, ensuring that all accepted proposals are efficiently recorded in Airtable.