Offorte Proposals Integrations

Proposal & Invoice Management

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Webhooks by Zapier

Developer Tools, Zapier

HubSpot

Marketing Automation

Teamleader Focus

CRM (Customer Relationship Management)

Pipedrive

CRM (Customer Relationship Management)

Slack

Team Chat

Simplicate

Project Management

Salesforce

CRM (Customer Relationship Management)

ClickUp

Project Management

Google Sheets

Google, Spreadsheets

Webhooks by Zapier

Developer Tools, Zapier

HubSpot

Marketing Automation

Teamleader Focus

CRM (Customer Relationship Management)

Pipedrive

CRM (Customer Relationship Management)

Slack

Team Chat

Simplicate

Project Management

Webhooks by Zapier

Developer Tools, Zapier

HubSpot

Marketing Automation

Teamleader Focus

CRM (Customer Relationship Management)

Pipedrive

CRM (Customer Relationship Management)

Slack

Team Chat

Simplicate

Project Management

Salesforce

CRM (Customer Relationship Management)

ClickUp

Project Management

Google Sheets

Google, Spreadsheets

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Quickly automate Offorte Proposals integrations with Zapier's templates

Send direct messages in Slack when new Offorte proposals are won
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Offorte Proposals + Slack
Create Offorte proposals when deals are updated in Pipedrive
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Pipedrive + Offorte Proposals + Filter by Zapier
Create new Offorte Proposals companies from Pipedrive activities
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Pipedrive + Offorte Proposals
Create Offorte Proposals companies from new Copper companies
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Copper + Offorte Proposals
Create Offorte Proposals companies for new Microsoft Dynamics 365 CRM leads
Premium
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Microsoft Dynamics 365 CRM + Offorte Proposals

Create new Offorte Proposals companies from Microsoft Dynamics 365 CRM contacts
Premium
Details
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Microsoft Dynamics 365 CRM + Offorte Proposals

Send direct messages in Slack when new Offorte proposals are won

Offorte Proposals + Slack

Create Offorte proposals when deals are updated in Pipedrive

Pipedrive + Offorte Proposals + Filter by Zapier

Create new Offorte Proposals companies from Pipedrive activities

Pipedrive + Offorte Proposals

Create Offorte Proposals companies from new Copper companies

Copper + Offorte Proposals

Create Offorte Proposals companies for new Microsoft Dynamics 365 CRM leads

Premium

Microsoft Dynamics 365 CRM + Offorte Proposals

Create new Offorte Proposals companies from Microsoft Dynamics 365 CRM contacts

Premium

Microsoft Dynamics 365 CRM + Offorte Proposals

Supported triggers and actions

What does this mean?

Company Contact Created
Triggers when a company contact is created.
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Company Created
Triggers when a company is created.
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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
- Street
- Zipcode
- City
- State
- Country
- Phone
- Fax
- Email
- Internet
- Linkedin
- Facebook
- Twitter
- Coc Number
- Vat Number
Action
Write
- Company IdRequired
- Company ContactsRequired
- Proposal Template IdRequired
- Design Template IdRequired
- Text Template IdRequired
- Account User IdRequired
- NameRequired
Action
Write

- Company IdRequired
- Name
- Street
- Zipcode
- City
- State
- Country
- Phone
- Fax
- Email
- Internet
- Linkedin
- Facebook
- Twitter
- Coc Number
- Vat Number
Action
Write
- Proposal IdRequired
- Company Id
- Company Contacts
- Design Template Id
- Text Template Id
- Account User Id
- Name
- Price Total
- Status
Action
Write
- SearchRequired
Action
Search

Company Contact Updated
Triggers when a company contact is updated.
Trigger
Instant
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Company Updated
Triggers when a company 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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- Company IdRequired
- EmailRequired
- FullnameRequired
- Firstname
- Lastname
- Salutation
- Street
- Zipcode
- City
- State
- Country
- Phone
- Mobile
- Internet
- Linkedin
- Facebook
- Twitter
Action
Write
- Proposal IdRequired
- Send Message IdRequired
Action
Write
- Company IdRequired
- Company Contact IdRequired
- Email
- Fullname
- Firstname
- Lastname
- Salutation
- Street
- Zipcode
- City
- State
- Country
- Phone
- Mobile
- Internet
- Linkedin
- Facebook
- Twitter
Action
Write
- SearchRequired
Action
Search

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

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