What you can automate

When contact Updated in Offri, find or create contact in Salesflare.

When contact Person Updated in Offri, find or create contact in Salesflare.

When proposal Status Changed in Offri, create opportunity in Salesflare.

When proposal Updated in Offri, create opportunity in Salesflare.

When new Opportunity in Salesflare, create Proposal in Offri.

About Offri

Offri enables you to create great looking proposals quickly.

Offri operations on Zapier

Start a workflow when this happens

Contact Person Removed — Triggers when a Contact Person is removed.
Contact Person Updated — Triggers when a Contact Person is created or updated.
Contact Removed — Triggers when a client is removed.
Contact Updated — Triggers when a client is created or updated.
Proposal Opened for the First Time — Triggers when a proposal has been opened by a contact for the first time.

Show 3 more triggers

Proposal Removed/Hidden — Triggers when a proposal is removed or hidden.
Proposal Status Changed — Triggers when a proposal has either expired, lost, or won.
Proposal Updated — Triggers when a proposal is created or updated.

Things Salesflare can make it do

Create Contact — Creates a contact.
Create Contact Person — Creates a contact person under a contact
Create Proposal — Creates a proposal, optionally from a template.
Find and Create/Update Contact — Finds and updates a Contact, optionally creates one if it doesn't exist
Find and Create/Update Contact Person — Finds and updates a Contact Person, optionally creates one if it doesn't exist

Show 6 more actions

Find or Create Contact — Finds a Contact, optionally creates one if it doesn't exist
Find or Create Contact Person — Finds a Contact Person, optionally creates one if it doesn't exist
Remove Contact — Removes a contact.
Remove Contact Person — Removes a contact person under a contact
Update Contact — Updates a contact.
Update Contact Person — Updates a contact person under a contact

Look up existing records

Offri and Salesflare