17hats + Offri

Create new Offri proposals for incoming 17hats contacts

Effortlessly streamline your proposal creation process with this convenient workflow. When a new contact is added in 17hats, it instantly generates a proposal in Offri, saving you time and simplifying your client onboarding. Focus on what matters most while this automation takes care of the rest.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Proposal
Creates a proposal, optionally from a template.
ActionWrite

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Supported triggers and actions

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Is Company?Required
- First NameRequired
- TypeRequired
- Last Name
- Title
- Company Name
- Primary E-mail Address
- Other E-mail Addresses
- Primary Phone Number
- Other Phone Numbers
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
- Country
- Birthday
- Facebook Id
- Instagram Id
- Linkedin Id
- Referred By
- Twitter Id
- Pinterest Id
- Website
- Tags
- Notes
Action
Write
- NameRequired
- Company Name
- Email
- Phone Number
Action
Search
- WorkspacesRequired
Trigger
Instant
Try It
- WorkspacesRequired
Trigger
Instant
Try It

- WorkspacesRequired
Trigger
Instant
Try It
- WorkspacesRequired
- Proposal StatusRequired
Trigger
Instant
Try It

- WorkspaceRequired
- Is private
- NameRequired
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
- CoC Number
- VAT Number
Action
Write
- WorkspaceRequired
- TitleRequired
- Expire on
- Language
- Contact
- Custom metadata
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

Updated Contact
Triggers when an already existing contact is updated.
Trigger
Instant
Try It
- ContactRequired
- Is Company?Required
- First NameRequired
- TypeRequired
- Last Name
- Title
- Company Name
- Primary E-mail Address
- Other E-mail Addresses
- Primary Phone Number
- Other Phone Numbers
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
- Country
- Birthday
- Facebook Id
- Instagram Id
- Linkedin Id
- Referred By
- Twitter Id
- Pinterest Id
- Website
- Tags
- Notes
Action
Write
- NameRequired
- Company Name
- Email
- Phone Number
- Is Company?Required
- First NameRequired
- TypeRequired
- Last Name
- Title
- Primary E-mail Address
- Other E-mail Addresses
- Primary Phone Number
- Other Phone Numbers
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
- Country
- Birthday
- Facebook Id
- Instagram Id
- Linkedin Id
- Referred By
- Twitter Id
- Pinterest Id
- Website
- Tags
- Notes
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
- CoC Number
- VAT Number
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
- CoC Number
- VAT Number
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
- CoC Number
- VAT Number
Action
Search or write