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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Contact Created" from Offorte Proposals.

Add your action

An action happens after the trigger—such as "Notify PingBell" in PingBell.

You’re connected!

Zapier seamlessly connects Offorte Proposals and PingBell, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Contact Created
Triggers when a contact is created.
Trigger
Instant
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Contact Person Updated
Triggers when a contact person is updated.
Trigger
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.
Trigger
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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- Name
  Required
- Type
  Required
- Email
- Street
- Zipcode
- City
- State
- Country
- Phone
- Fax
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
- Coc_number
- Vat_number
- Tags
- Custom Fields
Action
Write
- Directory_id
  Required
- Name
  Required
- Short Description
- SKU
- Price
- VAT ID
- Recurring
- Selectable
Action
Write
- Contact_type_plural
  Required
- Contact_id
  Required
- Contact_people
  Required
- Proposal_template_id
  Required
- Design_template_id
  Required
- Text_template_id
  Required
- Account_user_id
  Required
- Name
  Required
- Price_total
- Status
- Tags
- Custom Fields
- Content
Action
Write
- Product
  Required
Action
Write
- Contact_id
  Required
- Name
  Required
- Street
- Zipcode
- City
- State
- Country
- Phone
- Fax
- Email
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
- Coc_number
- Vat_number
- Tags
- Custom Fields
Action
Write
- Product
  Required
- Name
  Required
- Price
- VAT ID
- Short Description
- Directory_id
  Required
- SKU
- Recurring
- Selectable
Action
Write
- Proposal_id
  Required
- Contact_id
  Required
- Contact_people
  Required
- Design_template_id
  Required
- Text_template_id
  Required
- Account_user_id
  Required
- Name
  Required
- Price_total
- Status
- Tags
- Custom Fields
Action
Write
- Directory_id
  Required
- Search
  Required
Action
Search
- Product
  Required
Action
Write

Contact Person Created
Triggers when a contact person is created.
Trigger
Instant
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Contact Updated
Triggers when a contact is updated.
Trigger
Instant
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Product Deleted
Triggers when a product is deleted.
Trigger
Instant
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Product Directory Deleted
Triggers when a product directory is deleted.
Trigger
Instant
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Product Updated
Triggers when a product is updated.
Trigger
Instant
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Proposal Comment
Triggers when a customer comment on a proposal is received.
Trigger
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_plural
  Required
- Contact_id
  Required
- Email
- Fullname
  Required
- Firstname
- Lastname
- Salutation
- Street
- Zipcode
- City
- State
- Country
- Phone
- Mobile
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
Action
Write
- Name
  Required
Action
Write
- Product
  Required
Action
Write
- Proposal_id
  Required
- Send_message_id
  Required
Action
Write
- Contact_id
  Required
- Contact_person_id
  Required
- Email
- Fullname
  Required
- Firstname
- Lastname
- Salutation
- Street
- Zipcode
- City
- State
- Country
- Phone
- Mobile
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
Action
Write
- Product
  Required
- Name
  Required
Action
Write
- Search
  Required
- Contact_type_plural
  Required
Action
Search
- Search
  Required
Action
Search

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Offorte Proposals and PingBell to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Offorte Proposals to PingBell integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Offorte Proposals

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

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Related categories

Proposal & Invoice Management

About PingBell

PingBell notifies your entire team whenever a conversion happens on your website or app.