Offri and Salesflare
How to connect Offri
- Via Zapier — 21 operations available. Set it up ↗
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
Triggers (8)
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.
Actions (11)
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
Searches (2)
Look up existing records
- Find Contact — Finds a Contact
- Find Contact Person — Finds a Contact Person
Similar apps
Better Proposals Sales proposals made simple.
Ignition Ignition makes it simple to engage clients, get paid and run your business on autopilot. From im…
Quotient Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ul…
PaintScout PaintScout helps estimate & sell painting jobs.
Zoho Invoice Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept paym…
Qwilr Qwilr is reimagining the way you communicate with your clients. We help you make beautiful, intu…
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free