What you can automate

When contact Created in Offorte Proposals, find or create contact in Salesflare.

When contact Person Created in Offorte Proposals, find or create contact in Salesflare.

When contact Person Updated in Offorte Proposals, find or create contact in Salesflare.

When contact Updated in Offorte Proposals, find or create contact in Salesflare.

When proposal Created in Offorte Proposals, create opportunity in Salesflare.

When proposal Updated in Offorte Proposals, create opportunity in Salesflare.

About Offorte Proposals

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

Offorte Proposals operations on Zapier

Start a workflow when this happens

Show 11 more triggers

Product Deleted — Triggers when a product is deleted.
Product Directory Created — Triggers when a product directory is created.
Product Directory Deleted — Triggers when a product directory is deleted.
Product Directory Updated — Triggers when a product directory is updated.
Product Updated — Triggers when a product is updated.
Proposal Closed — Triggers when a proposal is closed.
Proposal Comment — Triggers when a customer comment on a proposal is received.
Proposal Created — Triggers when a proposal is created.
Proposal Send — Triggers when a proposal has been send.
Proposal Updated — Triggers when a proposal is updated.
Proposal Won — Triggers when a proposal is won.

Things Salesflare can make it do

Create Contact — Creates a new contact.
Create Organisation Contact Person — Creates a new organisation contact person.
Create Product — Creates a new product in a directory.
Create Product Directory — Creates a new product directory.
Create Proposal — Creates a new proposal.

Show 8 more actions

Delete Product — Deletes a product.
Delete Product Directory — Deletes a product directory. The directory must be empty (contain no products).
Send Proposal — Sends a proposal.
Update Contact — Updates a contact.
Update Organisation Contact Person — Updates an organisation contact person.
Update Product — Updates an existing product.
Update Product Directory — Updates an existing product directory.
Update Proposal — Updates a proposal.

Look up existing records

Offorte Proposals and Salesflare