Email by Zapier + Offri

Email by Zapier + Offri integrations

Send outbound emails in Email by Zapier when proposal status changes in Offri

When a proposal status changes in Offri, streamline your workflow by having an email sent via Email by Zapier instantly. This automation creates a seamless communication process, ensuring that all necessary parties are updated promptly. You no longer have to remember to manually send emails every time a proposal status is updated, thereby enhancing productivity and efficiency in your tasks.

When this happens...
Proposal Status ChangedTriggers when a proposal has either expired, lost, or won.
TriggerInstant
automatically do this!
Send Outbound EmailSend up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.
ActionWrite

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More things you can do with Offri and Email by Zapier

Discover other triggers and actions you can use with Offri and Email by Zapier

- Workspaces
  Required
Trigger
Instant
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- Workspaces
  Required
Trigger
Instant
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- Workspaces
  Required
Trigger
Instant
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- Workspaces
  Required
- Proposal Status
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Is private
- Name
  Required
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
- CoC Number
- VAT Number
Action
Write

- Workspace
  Required
- Title
  Required
- Expire on
- Language
- Contact
- Custom metadata
Action
Write
- Workspace
  Required
- Contact
  Required
- Matches
  Required
- Name
- Email address
- Create Contact Person if no Contact Person is found
- Name
  Required
- Email
Action
Write

- Workspace
  Required
- Contact
  Required
- Contact Person to update
  Required
Action
Write
- Workspace
  Required
- Contact
  Required
- Contact Person to update
  Required
- Name
  Required
- Email
Action
Write
- Workspace
  Required
- Client
  Required
- Matches
  Required
- Name
- Email address
Action
Search
- Workspace
  Required
- Contact
  Required
- Matches
  Required
- Name
  Required
- Email
Action
Search or write
- Setup Directions
Trigger
Instant
Try It

- Workspaces
  Required
Trigger
Instant
Try It
- Workspaces
  Required
Trigger
Instant
Try It
- Workspaces
  Required
Trigger
Instant
Try It
- Workspaces
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Contact
  Required
- Name
  Required
- Email
Action
Write
- Workspace
  Required
- Matches
  Required
- Name
- Email address
- Client Number
- Create contact if no contact is found
- Is private
- Name
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
- CoC Number
- VAT Number
Action
Write
- Workspace
  Required
- Contact to remove
  Required
Action
Write
- Workspace
  Required
- Contact to update
  Required
- Is private
- Name
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
- CoC Number
- VAT Number
Action
Write
- Workspace
  Required
- Find by
  Required
Action
Search
- Workspace
  Required
- Find by
  Required
- Workspace
  Required
- Is private
- Name
  Required
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
- CoC Number
- VAT Number
Action
Search or write
- Account_wide_copy
- Email address type
Trigger
Instant
Try It
- Zap_id
- Free_test_limitation
- To
  Required
- Subject
  Required
- Body (HTML or Plain)
  Required
- Attachment
- From_name
- Reply_to
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
Action
Write

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

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Related categories

Zapier

About Offri

Offri enables you to create great looking proposals quickly.

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Related categories

Proposal & Invoice Management