Integration · Docs and data
AI agents for Qwilr
Create Qwilr proposal and quote pages from a template or saved blocks with your own values filled in, publish them and set link expiry, list and read pages with their status and acceptance.
- Actions
- 7
- Read
- 4
- Write
- 3
Actions
What your agents can do in Qwilr
Create Qwilr proposal and quote pages from a template or saved blocks with your own values filled in, publish them and set link expiry, list and read pages with their status and acceptance, and look up saved blocks and users.
Read 4
Look things up. Nothing changes.
List pages
Lists the pages the token's user can see, newest first, optionally only those with given statuses (draft, live, accepting, accepted, disabled, declined) or tags.
Get a page
Returns one page with its status, links (public, editor and PDF), tags, metadata and acceptance: how many of the accepters accepted, who, when, and the audit-trail PDF.
List saved blocks
Lists the account's saved blocks with their id, name and type, to build pages with create_page_from_blocks.
List users
Lists the account's users with id, email, name, roles and teams.
Write 3
Create, change or send.
Create a page from a template
Creates a proposal or quote page from a Qwilr template, filling its variables with substitutions (a map of variable keys to text, or to a list of rows for repeating variables).
Create a page from saved blocks
Builds a page from saved blocks in order (IDs from list_saved_blocks), each with its own variable values, plus page-wide substitutions.
Publish or update a page
Publishes or unpublishes a page, sets or turns off its link expiry, moves it to a folder and adds tags.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Paste an API key from your Qwilr account.
What you enter
- Access token
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Qwilr data
Ask a question in plain words. The agent can list pages, get a page or list saved blocks in Qwilr, then answers with what it found.
- 02
Let an agent update Qwilr
Have the agent create a page from a template or create a page from saved blocks in Qwilr as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Qwilr and Slack: it can list pages in Qwilr and post a summary to a Slack channel in the same run.
FAQ
Qwilr and MyDeepAgents
Can MyDeepAgents connect to Qwilr?
Yes. The Qwilr connector has 7 actions: 4 read and 3 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Qwilr?
Paste an API key from your Qwilr account. You'll need: Access token. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Qwilr without asking?
Only if you let it. Each of the 3 actions that change data can be set to wait for a person's approval before it runs.
Can I use Qwilr in workflows as well as agents?
Yes. Every Qwilr action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Qwilr to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.