Jortt + Offri
Create customers in Jortt when new proposals are won in Offri
After a new proposal has been won in Offri, you'll want to send an invoice. This Zap automatically creates the customer in Jortt. Now you no longer need to manually add all your contacts!
After a new proposal has been won in Offri, you'll want to send an invoice. This Zap automatically creates the customer in Jortt. Now you no longer need to manually add all your contacts!
- When this happens...
Proposal Status ChangedTriggers when a proposal has either expired, lost, or won.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Find Contact
Finds a Contact
ActionSearchFind existing data in your app
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WorkspacesRequired
Proposal StatusRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
Is private
NameRequired
Email
Phone Number
Street + nr
Postal Code
City
Client Number
Country
Language
CoC Number
VAT Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
TitleRequired
Expire on
Language
Contact
Custom metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ContactRequired
MatchesRequired
Name
Email address
Create Contact Person if no Contact Person is found
NameRequired
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ContactRequired
Contact Person to updateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ContactRequired
Contact Person to updateRequired
NameRequired
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ClientRequired
MatchesRequired
Name
Email address
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
ContactRequired
MatchesRequired
NameRequired
Email
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
WorkspaceRequired
ContactRequired
NameRequired
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Contact to removeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Contact to updateRequired
Is private
Name
Email
Phone Number
Street + nr
Postal Code
City
Client Number
Country
Language
CoC Number
VAT Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Find byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
Find byRequired
WorkspaceRequired
Is private
NameRequired
Email
Phone Number
Street + nr
Postal Code
City
Client Number
Country
Language
CoC Number
VAT Number
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Jortt
Jortt offers entrepreneurs an online accounting program with a unique accounting method that allows them to easily manage their bookkeeping.
Related categories
About Offri
Offri enables you to create great looking proposals quickly.
Related categories
Related Zap Templates
- 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
- Update LeadConnector opportunities when Offri proposal statuses change
- Create or update Offri contacts for new or updated HubSpot companies
- Create proposals in Offri for new companies added to HubSpot
- Create Offri proposals for new HubSpot contacts
- Create new Offri contacts from HubSpot's new contacts
- Create proposals in Offri for new or updated contacts in ActiveCampaign
- Create new Offri contacts for fresh Pipedrive leads
- Create proposals in Offri for new Klaviyo events
- Create or update Offri contacts from new Pipedrive activities
- Manage new or updated Zoho CRM contacts by finding and creating/updating contacts in Offri
- Handle new Klaviyo events by finding and updating Offri contacts
- Create Offri contacts from new Close opportunities
- Create proposals in Offri for new contacts in Close
- Create and update Offri contacts for new Keap contacts
- Create proposals in Offri for new opportunities in Close
- Add new Circle members as contacts in Offri
- Create proposals in Offri for updated contacts in Keap
- Create and update Offri contacts from new GetResponse contacts
- Create and update Offri contacts from new Ontraport contacts
- Create new Offri contacts from Ontraport's new contacts
- Update Offri contacts when Copper companies are updated
- Create and update Offri contacts for new people in Copper
- Create Offri proposals from updated Streak contacts
- Create Offri contacts from new Copper leads
- Create and update Offri contacts for new Copper companies
- Add new Copper companies as contacts in Offri effortlessly
- Create or update Offri contacts when new contacts are added in Clio
- Create proposals in Offri for new contacts in Clio
- Create new Offri contacts from new Clio contacts with ease
- Create Offri contacts from new Clio activities
- Update Offri contacts when Microsoft Dynamics 365 CRM contacts are modified
- Create new Offri contacts from Microsoft Dynamics 365 CRM when new contacts are added
- Create Offri proposals for new Microsoft Dynamics 365 CRM leads
- Create Offri contacts from new Microsoft Dynamics 365 CRM leads
- Create proposals in Offri for new contacts in Microsoft Dynamics 365 CRM
- Create new Offri proposals for incoming 17hats contacts
- Create Offri proposals from updated 17hats contacts
- Create and update Offri contacts when new contacts are added in Wealthbox CRM
- Create proposals in Offri for new leads captured in Marketo
- Add new Marketo leads to Offri as contacts
- Create and update Offri contacts with new Kommo leads
- Create contacts in Offri for new companies in Kommo
- Create Offri proposals for updated Kommo companies with ease
- Create proposals in Offri for new Kommo companies
- Create and update Offri contacts from new Kommo contacts
- Create Offri contacts from new Kommo leads
- Create proposals in Offri for new leads in Kommo
- Create and update Offri contacts from new Zoho Campaigns contacts
- Create or update Offri contacts when new Redtail CRM activities are created
- Create proposals in Offri for new contacts in Zoho Campaigns
- Create new Offri contacts when Redtail CRM contacts are created
- Create new Offri contacts from Teamleader Focus companies
- Create and update Offri contacts from new Mojo contacts
- Create and update Offri contacts for new Teamleader Focus companies
- Create proposals in Offri for new clients in Credit Repair Cloud
- Handle new Credit Repair Cloud leads by finding and updating contacts in Offri
- Add new Credit Repair Cloud leads to Offri as contacts
- Create Offri proposals for new Credit Repair Cloud leads
- Create new Offri contacts when cards are moved to a list in Trello
- Create new Pipedrive deals when proposal statuses change in Offri
- Update Pipedrive deals when proposal status changes in Offri
- Update Google Sheets rows when Offri proposals are updated
- Update Airtable records effortlessly when Offri proposals are updated
- Send outbound emails in Email by Zapier when proposal status changes in Offri
- Create Offri proposals from updated HubSpot stages
- Create new Offri contacts for every new Zoho CRM contact
- Create new Mollie orders whenever proposal statuses change in Offri
- Create new Offri contacts from new rows in Microsoft Excel table
- Create new Offri contacts from new Teamleader Focus contacts
- Find and update contacts in Offri for each new or updated row in Google Sheets
- Complete deal tasks in ActiveCampaign and find or create updated contacts in Offri
Related Zap Templates
- Send Slack channel messages for newly won proposals in Offri
- Send Slack channel messages for newly-sent Offri proposals
- Create or update Offri contacts from new Zoho CRM accounts
- Create Zoho CRM deals for newly sent Offri proposals
- Create or update Offri contacts for new or updated HubSpot companies
- Create new Offri contacts from HubSpot's new contacts
- Create proposals in Offri for new Klaviyo events
- Handle new Klaviyo events by finding and updating Offri contacts
- Create and update Offri contacts for new Keap contacts
- Create proposals in Offri for updated contacts in Keap
- Create new Offri contacts from Ontraport's new contacts
- Create Offri proposals from updated Streak contacts
- Add new Copper companies as contacts in Offri effortlessly
- Create new Offri contacts from new Clio contacts with ease
- Create new Offri contacts from Microsoft Dynamics 365 CRM when new contacts are added
- Create proposals in Offri for new contacts in Microsoft Dynamics 365 CRM
- Create and update Offri contacts when new contacts are added in Wealthbox CRM
- Create and update Offri contacts with new Kommo leads
- Create proposals in Offri for new Kommo companies
- Create proposals in Offri for new leads in Kommo
- Create proposals in Offri for new contacts in Zoho Campaigns
- Create and update Offri contacts from new Mojo contacts
- Handle new Credit Repair Cloud leads by finding and updating contacts in Offri
- Create new Offri contacts when cards are moved to a list in Trello
- Update Google Sheets rows when Offri proposals are updated
- Create Offri proposals from updated HubSpot stages
- Create new Offri contacts from new rows in Microsoft Excel table
- Complete deal tasks in ActiveCampaign and find or create updated contacts in Offri
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- Send Slack channel messages for newly-lost Offri proposals
- Send Slack channel messages when new Offri proposals are opened for the first time
- Create or update Offri contact persons from new Zoho CRM contacts
- Create or update Offri contacts from new or updated Google Sheets rows
- Create proposals in Offri for new companies added to HubSpot
- Create proposals in Offri for new or updated contacts in ActiveCampaign
- Create or update Offri contacts from new Pipedrive activities
- Create Offri contacts from new Close opportunities
- Create proposals in Offri for new opportunities in Close
- Create and update Offri contacts from new GetResponse contacts
- Update Offri contacts when Copper companies are updated
- Create Offri contacts from new Copper leads
- Create or update Offri contacts when new contacts are added in Clio
- Create Offri contacts from new Clio activities
- Create Offri proposals for new Microsoft Dynamics 365 CRM leads
- Create new Offri proposals for incoming 17hats contacts
- Create proposals in Offri for new leads captured in Marketo
- Create contacts in Offri for new companies in Kommo
- Create and update Offri contacts from new Kommo contacts
- Create and update Offri contacts from new Zoho Campaigns contacts
- Create new Offri contacts when Redtail CRM contacts are created
- Create and update Offri contacts for new Teamleader Focus companies
- Add new Credit Repair Cloud leads to Offri as contacts
- Create new Pipedrive deals when proposal statuses change in Offri
- Update Airtable records effortlessly when Offri proposals are updated
- Create new Offri contacts for every new Zoho CRM contact
- Create new Offri contacts from new Teamleader Focus contacts
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- Create or update Zoho CRM accounts from new Offri contacts
- Add Mailchimp subscribers from new or updated Offri contacts
- Create or update Zoho CRM contacts from new updates to Offri contact persons
- Update LeadConnector opportunities when Offri proposal statuses change
- Create Offri proposals for new HubSpot contacts
- Create new Offri contacts for fresh Pipedrive leads
- Manage new or updated Zoho CRM contacts by finding and creating/updating contacts in Offri
- Create proposals in Offri for new contacts in Close
- Add new Circle members as contacts in Offri
- Create and update Offri contacts from new Ontraport contacts
- Create and update Offri contacts for new people in Copper
- Create and update Offri contacts for new Copper companies
- Create proposals in Offri for new contacts in Clio
- Update Offri contacts when Microsoft Dynamics 365 CRM contacts are modified
- Create Offri contacts from new Microsoft Dynamics 365 CRM leads
- Create Offri proposals from updated 17hats contacts
- Add new Marketo leads to Offri as contacts
- Create Offri proposals for updated Kommo companies with ease
- Create Offri contacts from new Kommo leads
- Create or update Offri contacts when new Redtail CRM activities are created
- Create new Offri contacts from Teamleader Focus companies
- Create proposals in Offri for new clients in Credit Repair Cloud
- Create Offri proposals for new Credit Repair Cloud leads
- Update Pipedrive deals when proposal status changes in Offri
- Send outbound emails in Email by Zapier when proposal status changes in Offri
- Create new Mollie orders whenever proposal statuses change in Offri
- Find and update contacts in Offri for each new or updated row in Google Sheets