Quick summary
This tutorial shows how to push Qwilr data to Airtable using a Zapier automation by setting up a trigger in Qwilr and mapping it to an Airtable action. Once configured, the Zap automatically sends Qwilr proposal records into your chosen Airtable workspace without any manual data entry.
Steps
- Navigate to the left-side panel in Zapier, then tap 'Create'.
- Select 'Zaps' from the list of options.
- Tap the 'Trigger' tab to start the integration process.
- Search for 'Qwilr' and select it from the suggested results.
- Specify your preferred 'Trigger Event' for the Qwilr integration.
- Tap 'Sign In' to connect your Qwilr account.
- Provide the API key for your Qwilr account, then click 'Yes, Continue to Qwilr'.
- Click 'Test Trigger' to validate your input.
- Tap 'Continue With Selected Record' to proceed to the action setup.
- Search for 'Airtable' and choose it as the Action app.
- Click the drop-down menu and pick the specific 'Action Event' you want to use.
- Tap 'Sign In' to connect your Airtable account.
- Choose the Airtable workspace you wish to use, then tap 'Grant Access'.
- Fill out the input fields with the required integration information one by one.
- Click 'Continue' to publish and enable the integration.
- Your Qwilr data will now be automatically pushed to Airtable based on your configuration.
