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Offorte Proposals + Pipedrive + Filter by Zapier

Create Offorte proposals when deals are updated in Pipedrive

Set up this integration so that, anytime a deal is moved to a selected stage in Pipedrive, a new proposal is automatically created in Offorte. Prep your workflows effortless and stay ready to take the next step!

Set up this integration so that, anytime a deal is moved to a selected stage in Pipedrive, a new proposal is automatically created in Offorte. Prep your workflows effortless and stay ready to take the next step!

  1. When this happens...
    PipedrivePipedrive
    Updated Deal Stage

    Triggers when a deal's stage is updated.

    TriggerInstant
  2. automatically do this...
    Offorte ProposalsOfforte Proposals
    Find Company

    Find a company.

    ActionSearch
  3. then do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  4. then do this...
    Offorte ProposalsOfforte Proposals
    Create Company

    Creates a new company.

    ActionWrite
  5. then do this!
    Offorte ProposalsOfforte Proposals
    Create Proposal

    Creates a new proposal.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
offorte-proposals logo
offorte-proposals logo

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
pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn moreHelp

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filter logo
filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Related categories