Connect SmartTask and Offorte Proposals to power AI-driven automation

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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate SmartTask with Offorte Proposals - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contact" from SmartTask.

Add your action

An action happens after the trigger—such as "Create Contact" in Offorte Proposals.

You’re connected!

Zapier seamlessly connects SmartTask and Offorte Proposals, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Organization Id
  Required
Trigger
Instant
Try It
- Organization Id
  Required
- Project Id
  Required
Trigger
Instant
Try It
- Organization Id
  Required
- Creator UserId
  Required
- Assignee
- Taskname
- Description
- Project
- Follower
- Priority
- Start Date
- Due Date
- Task Type
  Required
- Status
  Required
- Parent Task Id
- Contact Ids
Action
Write
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_plural
  Required
- Contact_id
  Required
- Email
  Required
- Fullname
  Required
- Firstname
- Lastname
- Salutation
- Street
- Zipcode
- City
- State
- Country
- Phone
- Mobile
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
Action
Write
- Directory Name
  Required
Action
Write
- Product
  Required
Action
Write
- Proposal_id
  Required
- Send_message_id
  Required
Action
Write
- Contact_id
  Required
- Contact_person_id
  Required
- Email
- Fullname
- Firstname
- Lastname
- Salutation
- Street
- Zipcode
- City
- State
- Country
- Phone
- Mobile
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
Action
Write
- Product Directory
  Required
- New Directory Name
  Required
Action
Write
- Search
  Required
- Contact_type_plural
  Required
Action
Search
- Search
  Required
Action
Search

- Organization Id
  Required
- Project Id
  Required
Trigger
Instant
Try It
- Organization Id
  Required
- Created by UserId
  Required
- In Projects
- Check For Duplicate?
  Required
- Contact Type
  Required
- Parent Contact Id
- Parent Contact Name
- Title of current Contact
- Name
  Required
- Avatar Url
- Description
- Address
- Website Url
- Facebook Url
- Linkedin Url
- Twitter Url
- Github Url
- Instagram Url
- Emails
- Phone Numbers
Action
Write
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
- Name
  Required
- Type
  Required
- Email
- Street
- Zipcode
- City
- State
- Country
- Phone
- Fax
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
- Coc_number
- Vat_number
- Tags
- Custom Fields
Action
Write
- Product Directory
  Required
- Product Name
  Required
- Short Description
- SKU
- Price
- VAT ID
- Recurring
- Selectable
Action
Write
- Contact_type_plural
  Required
- Contact_id
  Required
- Contact_people
  Required
- Proposal_template_id
  Required
- Design_template_id
  Required
- Text_template_id
  Required
- Account_user_id
  Required
- Name
  Required
- Price_total
- Status
- Tags
- Custom_fields
- Content
Action
Write
- Product Directory
  Required
Action
Write
- Contact_id
  Required
- Name
- Street
- Zipcode
- City
- State
- Country
- Phone
- Fax
- Email
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
- Coc_number
- Vat_number
- Tags
- Custom Fields
Action
Write
- Product
  Required
- Product Name
  Required
- Price
  Required
- VAT ID
  Required
- Short Description
- Product Directory
- SKU
- Recurring
- Selectable
Action
Write
- Proposal_id
  Required
- Contact_id
- Contact_people
- Design_template_id
- Text_template_id
- Account_user_id
- Name
- Price_total
- Status
- Tags
- Custom_fields
Action
Write
- Product Directory
  Required
- Search Term
  Required
Action
Search

For AI agents & developers

Use SmartTask and Offorte Proposals with AI agents and code

Beyond Zap workflows. Call SmartTask and Offorte Proposals actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose SmartTask and Offorte Proposals actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Contact
Create Contact

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger SmartTask and Offorte Proposals actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* smarttask / offorte-proposals action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect SmartTask and Offorte Proposals to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your SmartTask to Offorte Proposals integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About SmartTask

SmartTask is an online work management software for teams to track and manage their processes.

HelpHelp

Related categories

Productivity

About Offorte Proposals

Offorte helps you win more deals by letting you share beautiful business proposals in a smart automated way.