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!

  1. When this happens...
    OffriOffri
    Proposal Status Changed

    Triggers when a proposal has either expired, lost, or won.

    TriggerInstant
  2. automatically do this!
    OffriOffri
    Find Contact

    Finds a Contact

    ActionSearch
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Supported triggers and actions

    • WorkspacesRequired

    Trigger
    Instant
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    • WorkspacesRequired

    Trigger
    Instant
    Try It
    • WorkspacesRequired

    Trigger
    Instant
    Try It
    • WorkspacesRequired

    Trigger
    Instant
    Try It
jortt logo
jortt logo

About Jortt

Jortt offers entrepreneurs an online accounting program with a unique accounting method that allows them to easily manage their bookkeeping.

Related categories

  • Accounting
offri logo
offri logo

About Offri

Offri enables you to create great looking proposals quickly.

Related categories

  • Proposal & Invoice Management