Offorte Proposals Integrations

Proposal & Invoice Management

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Project Management

Formatter by Zapier

Documents, Zapier

ClickUp

Project Management

WPForms

Forms & Surveys, WordPress

Wufoo

Forms & Surveys

WhatsApp Notifications

Communication, Notifications, Phone & SMS

Microsoft Teams

Microsoft, Team Chat

Notion

Task Management

Webflow

Website Builders

Simplicate

Project Management

Formatter by Zapier

Documents, Zapier

ClickUp

Project Management

WPForms

Forms & Surveys, WordPress

Wufoo

Forms & Surveys

WhatsApp Notifications

Communication, Notifications, Phone & SMS

Simplicate

Project Management

Formatter by Zapier

Documents, Zapier

ClickUp

Project Management

WPForms

Forms & Surveys, WordPress

Wufoo

Forms & Surveys

WhatsApp Notifications

Communication, Notifications, Phone & SMS

Microsoft Teams

Microsoft, Team Chat

Notion

Task Management

Webflow

Website Builders

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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?

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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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.
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Instant
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Proposal Updated
Triggers when a proposal is updated.
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Instant
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- 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

Contact Person Created
Triggers when a contact person is created.
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Instant
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Contact Updated
Triggers when a contact 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.
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Instant
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Proposal Won
Triggers when a proposal is won.
Trigger
Instant
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- 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

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

Popular Offorte Proposals Integrations