Offri Integrations

Name: Zapier
Availability: InStock

Put Offri to work with AI and enterprise-grade automation

Automate smarter with Offri and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

HubSpot

Marketing Automation

Exact Online

Accounting

Moneybird

Accounting

Zoho CRM

CRM (Customer Relationship Management), Zoho

Kommo

CRM (Customer Relationship Management)

Tally

Forms & Surveys

Microsoft Dynamics 365 CRM

CRM (Customer Relationship Management), Microsoft

Copper

CRM (Customer Relationship Management)

ClickUp

Project Management

HubSpot

Marketing Automation

Exact Online

Accounting

Moneybird

Accounting

Zoho CRM

CRM (Customer Relationship Management), Zoho

Kommo

CRM (Customer Relationship Management)

Tally

Forms & Surveys

HubSpot

Marketing Automation

Exact Online

Accounting

Moneybird

Accounting

Zoho CRM

CRM (Customer Relationship Management), Zoho

Kommo

CRM (Customer Relationship Management)

Tally

Forms & Surveys

Microsoft Dynamics 365 CRM

CRM (Customer Relationship Management), Microsoft

Copper

CRM (Customer Relationship Management)

ClickUp

Project Management

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create or update Offri contacts for new or updated HubSpot companies
Details
Try it
HubSpot + 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
Send Slack channel messages when new Offri proposals are opened for the first time
Details
Try it
Offri + Slack

Create or update Offri contacts for new or updated HubSpot companies

Details

Try it

HubSpot + 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

Details

Try it

Offri + Zoho CRM

Send Slack channel messages for newly-sent Offri proposals

Details

Try it

Offri + Slack

Send Slack channel messages when new Offri proposals are opened for the first time

Details

Try it

Offri + Slack

Add Mailchimp subscribers from new or updated Offri contacts

Details

Try it

Offri + Mailchimp

Create or update Offri contacts from new Zoho CRM accounts

Details

Try it

Zoho CRM + Offri

Create or update Offri contact persons from new Zoho CRM contacts

Details

Try it

Zoho CRM + Offri

Create or update Zoho CRM contacts from new updates to Offri contact persons

Details

Try it

Offri + Zoho CRM

Create Zoho CRM deals for newly sent Offri proposals

Details

Try it

Offri + Zoho CRM

Create or update Offri contacts from new or updated Google Sheets rows

Details

Try it

Google Sheets + Offri

Add Mailchimp subscribers from new or updated Offri contacts
Details
Try it
Offri + Mailchimp
Create or update Offri contacts from new Zoho CRM accounts
Premium
Details
Try it
Zoho CRM + Offri
Create or update Offri contact persons from new Zoho CRM contacts
Premium
Details
Try it
Zoho CRM + Offri
Create or update Zoho CRM contacts from new updates to Offri contact persons
Premium
Details
Try it
Offri + Zoho CRM
Create Zoho CRM deals for newly sent Offri proposals
Premium
Details
Try it
Offri + Zoho CRM
Create or update Offri contacts from new or updated Google Sheets rows
Details
Try it
Google Sheets + Offri

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.

- Workspaces
  Required
Trigger
Instant
Try It
- Workspaces
  Required
Trigger
Instant
Try It
- Workspaces
  Required
Trigger
Instant
Try It
- Workspaces
  Required
- Proposal Status
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Is private
- Name
  Required
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
- CoC Number
- VAT Number
Action
Write

- Workspace
  Required
- Title
  Required
- Expire on
- Language
- Contact
- Custom metadata
Action
Write
- Workspace
  Required
- Contact
  Required
- Matches
  Required
- Name
- Email address
- Create Contact Person if no Contact Person is found
- Name
  Required
- Email
Action
Write

- Workspace
  Required
- Contact
  Required
- Contact Person to update
  Required
Action
Write
- Workspace
  Required
- Contact
  Required
- Contact Person to update
  Required
- Name
  Required
- Email
Action
Write
- Workspace
  Required
- Client
  Required
- Matches
  Required
- Name
- Email address
Action
Search
- Workspace
  Required
- Contact
  Required
- Matches
  Required
- Name
  Required
- Email
Action
Search or write

- Workspaces
  Required
Trigger
Instant
Try It
- Workspaces
  Required
Trigger
Instant
Try It
- Workspaces
  Required
Trigger
Instant
Try It
- Workspaces
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Contact
  Required
- Name
  Required
- Email
Action
Write
- Workspace
  Required
- Matches
  Required
- 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
- CoC Number
- VAT Number
Action
Write
- Workspace
  Required
- Contact to remove
  Required
Action
Write
- Workspace
  Required
- Contact to update
  Required
- Is private
- Name
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
- CoC Number
- VAT Number
Action
Write
- Workspace
  Required
- Find by
  Required
Action
Search
- Workspace
  Required
- Find by
  Required
- Workspace
  Required
- Is private
- Name
  Required
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
- CoC Number
- VAT Number
Action
Search or write

Offri Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Offri

Offri enables you to create great looking proposals quickly.

HelpHelp

Related categories

Proposal & Invoice Management

Offri Integrations

Put Offri to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create or update Offri contacts for new or updated HubSpot companies

Send Slack channel messages for newly won proposals in Offri

Send Slack channel messages for newly-lost Offri proposals

Create or update Zoho CRM accounts from new Offri contacts

Send Slack channel messages for newly-sent Offri proposals

Send Slack channel messages when new Offri proposals are opened for the first time

Create or update Offri contacts for new or updated HubSpot companies

Send Slack channel messages for newly won proposals in Offri

Send Slack channel messages for newly-lost Offri proposals

Create or update Zoho CRM accounts from new Offri contacts

Send Slack channel messages for newly-sent Offri proposals

Send Slack channel messages when new Offri proposals are opened for the first time

Add Mailchimp subscribers from new or updated Offri contacts

Create or update Offri contacts from new Zoho CRM accounts

Create or update Offri contact persons from new Zoho CRM contacts

Create or update Zoho CRM contacts from new updates to Offri contact persons

Create Zoho CRM deals for newly sent Offri proposals

Create or update Offri contacts from new or updated Google Sheets rows

Add Mailchimp subscribers from new or updated Offri contacts

Create or update Offri contacts from new Zoho CRM accounts

Create or update Offri contact persons from new Zoho CRM contacts

Create or update Zoho CRM contacts from new updates to Offri contact persons

Create Zoho CRM deals for newly sent Offri proposals

Create or update Offri contacts from new or updated Google Sheets rows

Supported triggers and actions

Offri Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Offri Integrations

Popular Offri Integrations

Offri Integrations

Put Offri to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create or update Offri contacts for new or updated HubSpot companies

Send Slack channel messages for newly won proposals in Offri

Send Slack channel messages for newly-lost Offri proposals

Create or update Zoho CRM accounts from new Offri contacts

Send Slack channel messages for newly-sent Offri proposals

Send Slack channel messages when new Offri proposals are opened for the first time

Create or update Offri contacts for new or updated HubSpot companies

Send Slack channel messages for newly won proposals in Offri

Send Slack channel messages for newly-lost Offri proposals

Create or update Zoho CRM accounts from new Offri contacts

Send Slack channel messages for newly-sent Offri proposals

Send Slack channel messages when new Offri proposals are opened for the first time

Add Mailchimp subscribers from new or updated Offri contacts

Create or update Offri contacts from new Zoho CRM accounts

Create or update Offri contact persons from new Zoho CRM contacts

Create or update Zoho CRM contacts from new updates to Offri contact persons

Create Zoho CRM deals for newly sent Offri proposals

Create or update Offri contacts from new or updated Google Sheets rows

Add Mailchimp subscribers from new or updated Offri contacts

Create or update Offri contacts from new Zoho CRM accounts

Create or update Offri contact persons from new Zoho CRM contacts

Create or update Zoho CRM contacts from new updates to Offri contact persons

Create Zoho CRM deals for newly sent Offri proposals

Create or update Offri contacts from new or updated Google Sheets rows

Offri Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Offri Integrations

Popular Offri Integrations

Connect Your App Accounts to Zapier