Kommo + Offri

Create proposals in Offri for new Kommo companies

Create seamless collaboration between Kommo and Offri by automating proposal creation whenever a new company is added in Kommo. This efficient workflow saves valuable time and ensures you never miss out on potential opportunities to pitch your services. Improve productivity while keeping your proposals organized and up-to-date in Offri.

When this happens...
New Company
Triggers when a new company 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 Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
Task Deleted
Triggers when a task is deleted.
Trigger
Instant
Try It
Lead Status Changed
Triggers when lead status is changed.
Trigger
Instant
Try It
Contact Updated
Triggers when contact is updated.
Trigger
Instant
Try It

Task Updated
Triggers when task is updated.
Trigger
Instant
Try It
Update Company
Updates a company.
Action
Write

Update Contact
Updates a contact.
Action
Write
Create Lead With Contact
Creates a new lead with contact.
Action
Write
- Which Data Do You Want to Link?
- The Data ID You Want to Link
- What Do You Want to Link It To?
- The Data ID You Want to Link To
Action
Write
Update Note
Updates a note.
Action
Write
- Text of Task
Action
Write
- Query
- Element ID
Action
Search
- ID of Entity ItemRequired
Action
Search
- Deadline
- Element ID
- Element Type
Action
Search
- Query
- Element ID
Action
Search or write
- Element TypeRequired
- Element ID
- Text
- Creation Data
Action
Search or write
- 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

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Lead Responsible User Changed
Triggers when lead responsible user is changed.
Trigger
Instant
Try It
Company Updated
Triggers when company is updated.
Trigger
Instant
Try It
Lead Updated
Triggers when lead is updated.
Trigger
Instant
Try It
Create Company
Creates a new company.
Action
Write
Create Contact
Creates a new contact.
Action
Write
Create Lead
Creates a new lead.
Action
Write
Update Lead
Updates a lead.
Action
Write
- Text
- Creation Data
Action
Write
- Text of Task
- Deadline
Action
Write
- Query
- Element ID
Action
Search
- Query
- Element ID
Action
Search
- Element TypeRequired
- Element ID
Action
Search
- Query
- Element ID
Action
Search or write
- Query
- Element ID
Action
Search or write
- Deadline
- Element ID
- Element Type
- Text of Task
- Deadline
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

About Kommo

Kommo is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile, cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

About Offri

Offri enables you to create great looking proposals quickly.

Related categories

Proposal & Invoice Management

Related Zap Templates

Create proposals in Offri for new leads in Kommo

Kommo + Offri

Create proposals in Offri for new Kommo companies

New Company

New Lead

Task Deleted

Lead Status Changed

Contact Updated

Task Updated

Update Company

Update Contact

Create Lead With Contact

Create Link

Update Note

Update Task

Find Contact

Find Linked Data

Find Task

Find or Create Contact

Find or Create Note

Contact Removed

Contact Person Removed

Proposal Opened for the First Time

Proposal Status Changed

Create Contact

Create Proposal

Find and Create/Update Contact Person

Remove Contact Person

Update Contact Person

Find Contact Person

Find or Create Contact Person

New Contact

New Task

Lead Responsible User Changed

Company Updated

Lead Updated

Create Company

Create Contact

Create Lead

Update Lead

Create Note

Create Task

Find Company

Find Lead

Find Note

Find or Create Company

Find or Create Lead

Find or Create Task

Contact Updated

Contact Person Updated

Proposal Removed/Hidden

Proposal Updated

Create Contact Person

Find and Create/Update Contact

Remove Contact

Update Contact

Find Contact

Find or Create Contact

About Kommo

Related categories

Similar apps

Pipedrive

Nimble

ClinchPad

About Offri

Related categories

Related Zap Templates

Related Zap Templates