Attio + Offorte Proposals

Create new Attio records when proposals are sent in Offorte Proposals

Make each proposal you send through Offorte Proposals turn into a new record in your Attio app with this efficient and seamless workflow. You no longer have to manually enter data and track your proposal process, saving you time and reducing the risk of errors. This streamlining of processes allows you to focus more on crafting compelling proposals and closing deals.

When this happens...
Proposal Send
Triggers when a proposal has been send.
TriggerInstant
automatically do this!
Create Record
Creates a record, such as a person, company or deal. This action will fail if a conflicting record already exists.
ActionWrite

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Supported triggers and actions

Contact Created
Triggers when a contact is created.
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Contact Person Updated
Triggers when a contact person is updated.
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Instant
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Product Created
Triggers when a product is created.
Trigger
Instant
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Product Directory Created
Triggers when a product directory is created.
Trigger
Instant
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Product Directory Updated
Triggers when a product directory is updated.
Trigger
Instant
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Proposal Closed
Triggers when a proposal is closed.
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Instant
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Proposal Created
Triggers when a proposal is created.
Trigger
Instant
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Proposal Updated
Triggers when a proposal is updated.
Trigger
Instant
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- NameRequired
- TypeRequired
- Email
- Street
- Zipcode
- City
- State
- Country
- Phone
- Fax
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
- Coc Number
- Vat Number
- Tags
- Custom Fields
Action
Write
- Product DirectoryRequired
- Product NameRequired
- Short Description
- SKU
- Price
- VAT ID
- Recurring
- Selectable
Action
Write
- Contact Type PluralRequired
- Contact IdRequired
- Contact PeopleRequired
- Proposal Template IdRequired
- Design Template IdRequired
- Text Template IdRequired
- Account User IdRequired
- NameRequired
- Price Total
- Status
- Tags
- Custom Fields
- Content
Action
Write
- Product DirectoryRequired
Action
Write
- Contact IdRequired
- Name
- Street
- Zipcode
- City
- State
- Country
- Phone
- Fax
- Email
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
- Coc Number
- Vat Number
- Tags
- Custom Fields
Action
Write
- ProductRequired
- Product NameRequired
- PriceRequired
- VAT IDRequired
- Short Description
- Product Directory
- SKU
- Recurring
- Selectable
Action
Write
- Proposal IdRequired
- Contact Id
- Contact People
- Design Template Id
- Text Template Id
- Account User Id
- Name
- Price Total
- Status
- Tags
- Custom Fields
Action
Write
- Product DirectoryRequired
- Search TermRequired
Action
Search
- ListRequired
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Instant
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- ListRequired
Trigger
Instant
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- ObjectRequired
Trigger
Instant
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Task Created
Triggers when a task is created.
Trigger
Instant
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- ObjectRequired
Action
Write
- ObjectRequired
- Parent record IDRequired
- Note titleRequired
- Note contentRequired
- Note formatRequired
- Created at
Action
Write
- Storage providerRequired
- Record typeRequired
- Record IDRequired
- Folder IDRequired
- Drive ID
Action
Write
- ListRequired
- Entry IDRequired
Action
Write
- ObjectRequired
- Record IDRequired
Action
Write
- ListRequired
Action
Search

Contact Person Created
Triggers when a contact person is created.
Trigger
Instant
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Contact Updated
Triggers when a contact is updated.
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Instant
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Product Deleted
Triggers when a product is deleted.
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Instant
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Product Directory Deleted
Triggers when a product directory is deleted.
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Instant
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Product Updated
Triggers when a product is updated.
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Instant
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Proposal Comment
Triggers when a customer comment on a proposal is received.
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Instant
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Proposal Send
Triggers when a proposal has been send.
Trigger
Instant
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Proposal Won
Triggers when a proposal is won.
Trigger
Instant
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- Contact Type PluralRequired
- Contact IdRequired
- EmailRequired
- FullnameRequired
- Firstname
- Lastname
- Salutation
- Street
- Zipcode
- City
- State
- Country
- Phone
- Mobile
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
Action
Write
- Directory NameRequired
Action
Write
- ProductRequired
Action
Write
- Proposal IdRequired
- Send Message IdRequired
Action
Write
- Contact IdRequired
- Contact Person IdRequired
- Email
- Fullname
- Firstname
- Lastname
- Salutation
- Street
- Zipcode
- City
- State
- Country
- Phone
- Mobile
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
Action
Write
- Product DirectoryRequired
- New Directory NameRequired
Action
Write
- SearchRequired
- Contact Type PluralRequired
Action
Search
- SearchRequired
Action
Search
- ListRequired
Trigger
Instant
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- ObjectRequired
Trigger
Instant
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- ObjectRequired
Trigger
Instant
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- ListRequired
Action
Write
- ListRequired
Action
Write
- ObjectRequired
Action
Write
- ContentRequired
- Deadline
- Assignees
Action
Write
- ListRequired
- Entry IDRequired
Action
Write
- Task IDRequired
- Deadline
- Is Completed
- Assignees
Action
Write
- ObjectRequired
Action
Search

About Attio

Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Offorte Proposals

Offorte helps you win more deals by letting you share beautiful business proposals in a smart automated way.

Related categories

Proposal & Invoice Management

Attio + Offorte Proposals

Create new Attio records when proposals are sent in Offorte Proposals

Contact Created

Contact Person Updated

Product Created

Product Directory Created

Product Directory Updated

Proposal Closed

Proposal Created

Proposal Updated

Create Contact

Create Product

Create Proposal

Delete Product Directory

Update Contact

Update Product

Update Proposal

Find Product

List Entry Created

List Entry Updated

Record Deleted

Task Created

Create or Update Record

Create Note

Create Storage Location

Delete List Entry

Update Record

Find List Entries

Contact Person Created

Contact Updated

Product Deleted

Product Directory Deleted

Product Updated

Proposal Comment

Proposal Send

Proposal Won

Create Organisation Contact Person

Create Product Directory

Delete Product

Send Proposal

Update Organisation Contact Person

Update Product Directory

Find Contact

Find Proposal

List Entry Deleted

Record Created

Record Updated

Create or Update List Entry by Parent Record

Create List Entry

Create Record

Create Task

Update List Entry

Update Task

Find Records

About Attio

Related categories

Similar apps

Zapier Forms

About Offorte Proposals

Related categories