What This Workflow Does
This automation solves a critical pain point for sales teams and service providers who use Qwilr for proposals and Airtable for CRM or project management. Every time a client accepts your Qwilr proposal, this workflow automatically creates a detailed record in your Airtable base, eliminating manual data entry and ensuring your systems stay perfectly synchronized.
The template captures all essential information from accepted Qwilr pages - client details, proposal content, pricing, terms, and acceptance metadata - then structures it appropriately in your Airtable. This creates a seamless handoff from sales to fulfillment while maintaining complete visibility across your organization.
How It Works
1. Trigger: New page accepted in Qwilr
The workflow activates whenever a client accepts your Qwilr proposal. Make.com monitors your Qwilr account for these acceptance events in real-time.
2. Data extraction from Qwilr
The template pulls all relevant information from the accepted page, including custom fields you've set up in Qwilr. This ensures no critical deal details are missed during the transfer.
3. Data transformation
Make.com reformats the Qwilr data to match your Airtable structure, handling date formats, currency values, and field mappings automatically.
4. Record creation in Airtable
The workflow creates a new record in your specified Airtable base, populating all mapped fields with the proposal data. You maintain complete control over which fields get updated.
Pro tip: Add a conditional step to notify your fulfillment team immediately when high-value proposals are accepted, creating instant visibility for priority clients.
Who This Is For
This automation delivers the most value for:
- Sales teams using Qwilr for proposals and Airtable as their CRM
- Digital agencies tracking accepted proposals and project kickoffs
- Consultants managing client engagements and deliverables
- Service businesses with standardized offerings and pricing
- Any organization wanting to eliminate manual data transfer between sales and operations
What You'll Need
- An active Qwilr account with admin access
- An Airtable base with appropriate fields to receive proposal data
- A Make.com account (free plan sufficient for basic usage)
- API keys for both Qwilr and Airtable (admin access required)
- Clear mapping of which Qwilr fields should populate which Airtable fields
Quick Setup Guide
- Clone the template in your Make.com account
- Connect your Qwilr account using OAuth or API key
- Connect your Airtable base and specify the target table
- Map Qwilr fields to corresponding Airtable fields
- Test with a sample Qwilr page to verify data transfer
- Activate the scenario and monitor initial executions
Key Benefits
Eliminate 2-3 hours per week of manual data entry by automatically syncing accepted proposals to your Airtable CRM or project management system.
Reduce human error by 90%+ since the workflow transfers data exactly as configured, without typos or omissions common in manual processes.
Accelerate fulfillment by 1-2 business days because accepted deals appear instantly in your operations system rather than waiting for manual updates.
Improve sales visibility with real-time metrics as every accepted proposal automatically updates your dashboards and reports.
Enhance client experience through faster onboarding since your team can begin fulfillment immediately upon proposal acceptance.