Gmail + Offorte Proposals

Send an email in Gmail when a new proposal is won in Offorte Proposals

Easily manage and streamline your workflow when you win a proposal in Offorte Proposals by sending an email through Gmail. This automation helps you keep track of your successful proposals by immediately sending a tailored email once a proposal is won, saving you the time and effort of manual entry. Enhance your efficiency and ensure timely communication with the power of integration.

When this happens...
Proposal Won
Triggers when a proposal is won.
TriggerInstant
automatically do this!
Send Email
Triggers when a new e-mail appears in the specified mailbox.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

Contact Created
Triggers when a contact is created.
Trigger
Instant
Try It
Contact Person Updated
Triggers when a contact person is updated.
Trigger
Instant
Try It
Proposal Closed
Triggers when a proposal is closed.
Trigger
Instant
Try It
Proposal Created
Triggers when a proposal is created.
Trigger
Instant
Try It
Proposal Updated
Triggers when a proposal is updated.
Trigger
Instant
Try It

- NameRequired
- TypeRequired
- Email
- Street
- Zipcode
- City
- State
- Country
- Phone
- Fax
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
- Coc Number
- Vat Number
Action
Write
- Contact IdRequired
- Contact PeopleRequired
- Proposal Template IdRequired
- Design Template IdRequired
- Text Template IdRequired
- Account User IdRequired
- NameRequired
Action
Write

- Contact IdRequired
- Name
- Street
- Zipcode
- City
- State
- Country
- Phone
- Fax
- Email
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
- Coc Number
- Vat Number
Action
Write
- Proposal IdRequired
- Contact Id
- Contact People
- Design Template Id
- Text Template Id
- Account User Id
- Name
- Price Total
- Status
Action
Write
- SearchRequired
Action
Search
New Label
Triggers when you add a new label.
Trigger
Scheduled
Try It
- Label/Mailbox
Trigger
Scheduled
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Scheduled
Try It
- Label(s) to Add
- Message to be LabeledRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body Type
- BodyRequired
- Signature
- Label/Mailbox
- Attachments
Action
Write
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body Type
- BodyRequired
- Signature
- Label/Mailbox
- Attachments
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Body Type
- BodyRequired
- Label/Mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body Type
- BodyRequired
- Signature
- Label/Mailbox
- Attachments
Action
Search or write

Contact Person Created
Triggers when a contact person is created.
Trigger
Instant
Try It
Contact Updated
Triggers when a contact is updated.
Trigger
Instant
Try It
Proposal Comment
Triggers when a customer comment on a proposal is received.
Trigger
Instant
Try It
Proposal Send
Triggers when a proposal has been send.
Trigger
Instant
Try It
Proposal Won
Triggers when a proposal is won.
Trigger
Instant
Try It
- Contact IdRequired
- EmailRequired
- FullnameRequired
- Firstname
- Lastname
- Salutation
- Street
- Zipcode
- City
- State
- Country
- Phone
- Mobile
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
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
- SearchRequired
- Contact Type PluralRequired
Action
Search
- Label/Mailbox
- Search String
Trigger
Scheduled
Try It
- Label/MailboxRequired
Trigger
Scheduled
Try It
- Search StringRequired
Trigger
Scheduled
Try It
- Label/Mailbox
Trigger
Scheduled
Try It
- SubjectRequired
- To
- Cc
- Bcc
- From
- From Name
- Body Type
- BodyRequired
- Signature
- Label/Mailbox
- Attachments
Action
Write
- NameRequired
Action
Write
- Message to Remove Label(s) FromRequired
- Label(s) to RemoveRequired
Action
Write
- Search StringRequired
Action
Search

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn more Help

Related categories

Similar apps

IMAP by Zapier

Email, Zapier

SMTP by Zapier

Email, Zapier

Microsoft Office 365

Email, Microsoft

About Offorte Proposals

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

Help

Related categories

Proposal & Invoice Management

PRODUCTS

CAPABILITIES

By team

Gmail + Offorte Proposals

Send an email in Gmail when a new proposal is won in Offorte Proposals

Contact Created

Contact Person Updated

Proposal Closed

Proposal Created

Proposal Updated

Create Contact

TypeRequired

Email

Street

Zipcode

City

State

Country

Phone

Fax

Internet

Linkedin

Facebook

Twitter

Instagram

Coc Number

Vat Number

Create Proposal

Contact IdRequired

Contact PeopleRequired

Proposal Template IdRequired

Design Template IdRequired

Text Template IdRequired

Account User IdRequired

NameRequired

Update Contact

Contact IdRequired

Name

Street

Zipcode

City

State

Country

Phone

Fax

Email

Internet

Linkedin

Facebook

Twitter

Instagram

Coc Number

Vat Number

Update Proposal

Proposal IdRequired

Contact Id

Contact People

Design Template Id

Text Template Id

Account User Id

Name

Price Total

Status

Find Proposal

SearchRequired

New Label

New Email

Label/Mailbox

New Starred Email

Add Label to Email

Label(s) to Add

Message to be LabeledRequired

Create Draft Reply

Trigger Instructions

ThreadRequired

To

Cc

Bcc

From

From Name