EspoCRM + Offorte Proposals

Update EspoCRM leads every time proposals are sent in Offorte Proposals

Close more deals with ease using this workflow that connects Offorte Proposals and EspoCRM. Once a proposal is sent via Offorte, a lead in your EspoCRM is instantly updated. It solves the problem of manually tracking your sales progress, saving you time and maintaining accurate records. Boost your productivity with this seamless workflow.

When this happens...
Proposal Send
Triggers when a proposal has been send.
TriggerInstant
automatically do this!
Update Lead
Updates a Lead in EspoCRM.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

Contact Created
Triggers when a contact is created.
Trigger
Instant
Try It
Contact Person Updated
Triggers when a contact person is updated.
Trigger
Instant
Try It
Product Created
Triggers when a product is created.
Trigger
Instant
Try It
Product Directory Created
Triggers when a product directory is created.
Trigger
Instant
Try It
Product Directory Updated
Triggers when a product directory is updated.
Trigger
Instant
Try It

Proposal Closed
Triggers when a proposal is closed.
Trigger
Instant
Try It
Proposal Created
Triggers when a proposal is created.
Trigger
Instant
Try It

Proposal Updated
Triggers when a proposal is updated.
Trigger
Instant
Try It
- NameRequired
- TypeRequired
- Email
- Street
- Zipcode
- City
- State
- Country
- Phone
- Fax
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
- Coc Number
- Vat Number
- Tags
- Custom Fields
Action
Write
- Product DirectoryRequired
- Product NameRequired
- Short Description
- SKU
- Price
- VAT ID
- Recurring
- Selectable
Action
Write
- Contact Type PluralRequired
- Contact IdRequired
- Contact PeopleRequired
- Proposal Template IdRequired
- Design Template IdRequired
- Text Template IdRequired
- Account User IdRequired
- NameRequired
- Price Total
- Status
- Tags
- Custom Fields
- Content
Action
Write
- Product DirectoryRequired
Action
Write
- Contact IdRequired
- Name
- Street
- Zipcode
- City
- State
- Country
- Phone
- Fax
- Email
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
- Coc Number
- Vat Number
- Tags
- Custom Fields
Action
Write
- ProductRequired
- Product NameRequired
- PriceRequired
- VAT IDRequired
- Short Description
- Product Directory
- SKU
- Recurring
- Selectable
Action
Write
- Proposal IdRequired
- Contact Id
- Contact People
- Design Template Id
- Text Template Id
- Account User Id
- Name
- Price Total
- Status
- Tags
- Custom Fields
Action
Write
- Product DirectoryRequired
- Search TermRequired
Action
Search
New Lead
Triggers when a new Lead is created.
Trigger
Instant
Try It
- First Name
- Last Name
- Account Name
- Email Address
- Phone Number
- Status
- Source
- Assigned User ID
- Description
- Title
- Address Street
- Address City
- Address Country
- Address State
- Address Postal Code
Action
Write
- API KeyRequired
- First NameRequired
- Last NameRequired
- Email Address
- Phone Number
- Description
- Account Name
- Address Street
- Address City
- Address Country
- Address State
- Address Postal Code
Action
Write
- Text FilterRequired
- Primary Filter
Action
Search

Contact Person Created
Triggers when a contact person is created.
Trigger
Instant
Try It
Contact Updated
Triggers when a contact is updated.
Trigger
Instant
Try It
Product Deleted
Triggers when a product is deleted.
Trigger
Instant
Try It
Product Directory Deleted
Triggers when a product directory is deleted.
Trigger
Instant
Try It
Product Updated
Triggers when a product is updated.
Trigger
Instant
Try It
Proposal Comment
Triggers when a customer comment on a proposal is received.
Trigger
Instant
Try It
Proposal Send
Triggers when a proposal has been send.
Trigger
Instant
Try It
Proposal Won
Triggers when a proposal is won.
Trigger
Instant
Try It
- Contact Type PluralRequired
- Contact IdRequired
- EmailRequired
- FullnameRequired
- Firstname
- Lastname
- Salutation
- Street
- Zipcode
- City
- State
- Country
- Phone
- Mobile
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
Action
Write
- Directory NameRequired
Action
Write
- ProductRequired
Action
Write
- Proposal IdRequired
- Send Message IdRequired
Action
Write
- Contact IdRequired
- Contact Person IdRequired
- Email
- Fullname
- Firstname
- Lastname
- Salutation
- Street
- Zipcode
- City
- State
- Country
- Phone
- Mobile
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
Action
Write
- Product DirectoryRequired
- New Directory NameRequired
Action
Write
- SearchRequired
- Contact Type PluralRequired
Action
Search
- SearchRequired
Action
Search
Updated Lead Status
Triggers when a Lead Status is updated.
Trigger
Instant
Try It
- IDRequired
Action
Write
- IDRequired
- Status
- Assigned User ID
Action
Write
- Text FilterRequired
- Primary Filter
- First Name
- Last Name
- Account Name
- Email Address
- Phone Number
- Status
- Source
- Assigned User ID
- Description
- Title
- Address Street
- Address City
- Address Country
- Address State
- Address Postal Code
Action
Search or write

About EspoCRM

EspoCRM is a highly customizable open source CRM software.

Related categories

CRM (Customer Relationship Management)

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

EspoCRM + Offorte Proposals

Update EspoCRM leads every time proposals are sent in Offorte Proposals

Contact Created

Contact Person Updated

Product Created

Product Directory Created

Product Directory Updated

Proposal Closed

Proposal Created

Proposal Updated

Create Contact

Create Product

Create Proposal

Delete Product Directory

Update Contact

Update Product

Update Proposal

Find Product

New Lead

Create Lead

Lead Capture

Find Lead

Contact Person Created

Contact Updated

Product Deleted

Product Directory Deleted

Product Updated

Proposal Comment

Proposal Send

Proposal Won

Create Organisation Contact Person

Create Product Directory

Delete Product

Send Proposal

Update Organisation Contact Person

Update Product Directory

Find Contact

Find Proposal

Updated Lead Status

Get Lead

Update Lead

Find or Create Lead

About EspoCRM

Related categories

About Offorte Proposals

Related categories