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Integrate Qwilr with your AI CRM

Save time and win more work with smart sales documents. Great for proposals, quotes and more!

Explore Triggers and Actions

Create Page

Create a Qwilr page from exactly one template ID or an ordered list of saved blocks; this consumes document-automation credits or usage billing.

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Create Tax

Create a quote tax definition with a percentage rate or no rate, optionally using a stable caller-chosen ID.

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Create Webhook Subscription

Subscribe a publicly reachable callback URL to one Qwilr page event. Qwilr callbacks are unsigned, must receive HTTP 200 within 30 seconds, and may be retried up to five times before being dropped.

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Delete Tax

Permanently delete one quote tax definition by ID.

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Delete Webhook Subscription

Permanently cancel one webhook subscription by its subscription ID.

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Get Page

Return one full Qwilr page, with optional metadata and real or preview acceptance details.

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List Pages

Return one cursor-controlled page of visible Qwilr page summaries, optionally filtered by status, tags, folder, owner, or creation order.

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List Payment Gateways

Return configured Qwilr Pay gateways whose IDs can be assigned to page payment settings.

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List Saved Blocks

Return saved block IDs, names, and types for constructing or replacing pages.

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List Taxes

Return all quote tax definitions and their nullable percentage rates.

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List Users

Return account users with IDs, email addresses, roles, and team names for resolving page owner IDs.

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List Webhook Subscriptions

Return API-created webhook subscriptions with their IDs, event types, and callback URLs.

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Replace Page Content

Fully and irreversibly overwrite all content in a Qwilr page with saved blocks as the required primary operation, optionally changing publication, expiry, payments, folder, and additive tags in the same request. This only works for pages originally created from saved blocks. If folder_id is sent, Qwilr moves the page first and does not roll that move back if content replacement or another later change fails.

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Update Page

Update a Qwilr page's publication, expiry, payments, folder, or additive tags. This action does not replace page content. Accepted or disabled pages support only folder_id, skip_if_template_default_folder, and add_tags. If folder_id was sent, Qwilr applies the folder move first and does not roll it back when a later requested change fails; inspect the page before retrying.

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Update Tax

Change a quote tax definition's name, percentage rate, or both; sending rate null clears the rate.

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How the Qwilr integration works

The Qwilr integration connects your Dench AI CRM directly to Qwilr, so agents can read and act on your Qwilr data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

15 actions are available for agents to invoke on your behalf. Every call runs through Qwilr's own authorization, scoped to the account you connect.

Set up Qwilr in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Qwilr and click Connect — you'll authorize access through Qwilr's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Qwilr in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Qwilr integration work with Dench?

The Dench Qwilr integration connects your AI CRM to Qwilr, so AI agents can work with your Qwilr data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Qwilr via Dench?

The Qwilr integration currently exposes 15 actions, including Create Page, Create Tax, Create Webhook Subscription, Delete Tax, Delete Webhook Subscription, and Get Page. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Qwilr to Dench?

No. You connect Qwilr from your Dench workspace using Qwilr's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Qwilr integration secure?

Connections are authorized through Qwilr's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Qwilr connection from your workspace settings at any time.