Offri Integrations

Proposal & Invoice Management

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Trello

Project Management

Slack

Team Chat

Pipedrive

CRM (Customer Relationship Management)

Zoho CRM

CRM (Customer Relationship Management), Zoho

Google Sheets

Google, Spreadsheets

Kommo

CRM (Customer Relationship Management)

Filter by Zapier

Developer Tools, Zapier

LeadConnector

Marketing Automation

Teamleader Focus

CRM (Customer Relationship Management)

Trello

Project Management

Slack

Team Chat

Pipedrive

CRM (Customer Relationship Management)

Zoho CRM

CRM (Customer Relationship Management), Zoho

Google Sheets

Google, Spreadsheets

Kommo

CRM (Customer Relationship Management)

Trello

Project Management

Slack

Team Chat

Pipedrive

CRM (Customer Relationship Management)

Zoho CRM

CRM (Customer Relationship Management), Zoho

Google Sheets

Google, Spreadsheets

Kommo

CRM (Customer Relationship Management)

Filter by Zapier

Developer Tools, Zapier

LeadConnector

Marketing Automation

Teamleader Focus

CRM (Customer Relationship Management)

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Quickly automate Offri integrations with Zapier's templates

Create or update Offri contacts from new Zoho CRM accounts
Premium
Details
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Zoho CRM + Offri
Send Slack channel messages for newly won proposals in Offri
Details
Try it
Offri + Slack
Send Slack channel messages for newly-lost Offri proposals
Details
Try it
Offri + Slack
Create or update Zoho CRM accounts from new Offri contacts
Premium
Details
Try it
Offri + Zoho CRM
Send Slack channel messages for newly-sent Offri proposals
Details
Try it
Offri + Slack
Update Trello cards when Offri proposals are updated
Details
Try it
Offri + Trello

Create or update Offri contacts from new Zoho CRM accounts

Premium

Zoho CRM + Offri

Send Slack channel messages for newly won proposals in Offri

Offri + Slack

Send Slack channel messages for newly-lost Offri proposals

Offri + Slack

Create or update Zoho CRM accounts from new Offri contacts

Premium

Offri + Zoho CRM

Send Slack channel messages for newly-sent Offri proposals

Offri + Slack

Update Trello cards when Offri proposals are updated

Offri + Trello

Supported triggers and actions

What does this mean?

- WorkspacesRequired
Trigger
Instant
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- WorkspacesRequired
Trigger
Instant
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- WorkspacesRequired
Trigger
Instant
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- WorkspacesRequired
- Proposal StatusRequired
Trigger
Instant
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- WorkspaceRequired
- Is private
- NameRequired
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
Action
Write

- WorkspaceRequired
- TitleRequired
- Expire on
- Language
- Contact
Action
Write
- WorkspaceRequired
- ContactRequired
- MatchesRequired
- Name
- Email address
- Create Contact Person if no Contact Person is found
- NameRequired
- Email
Action
Write

- WorkspaceRequired
- ContactRequired
- Contact Person to updateRequired
Action
Write
- WorkspaceRequired
- ContactRequired
- Contact Person to updateRequired
- NameRequired
- Email
Action
Write
- WorkspaceRequired
- ClientRequired
- MatchesRequired
- Name
- Email address
Action
Search
- WorkspaceRequired
- ContactRequired
- MatchesRequired
- NameRequired
- Email
Action
Search or write

- WorkspacesRequired
Trigger
Instant
Try It
- WorkspacesRequired
Trigger
Instant
Try It
- WorkspacesRequired
Trigger
Instant
Try It
- WorkspacesRequired
Trigger
Instant
Try It
- WorkspaceRequired
- ContactRequired
- NameRequired
- Email
Action
Write
- WorkspaceRequired
- MatchesRequired
- Name
- Email address
- Client Number
- Create contact if no contact is found
- Is private
- Name
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
Action
Write
- WorkspaceRequired
- Contact to removeRequired
Action
Write
- WorkspaceRequired
- Contact to updateRequired
- Is private
- Name
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
Action
Write
- WorkspaceRequired
- Find byRequired
Action
Search
- WorkspaceRequired
- Find byRequired
- WorkspaceRequired
- Is private
- NameRequired
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
Action
Search or write

About Offri

Offri enables you to create great looking proposals quickly.

Related categories

Proposal & Invoice Management