Integrate Offorte Proposals with Retently

Trigger NPS/CSAT surveys after a proposal is accepted or rejected to gather feedback on the proposal process. Sync customer contact details between Offorte and Retently to ensure accurate customer data for targeted surveys.

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About Offorte Proposals

Offorte Proposals facilitates the creation and management of proposals and contacts. It allows users to trigger events related to contact and proposal interactions within the application.

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Offorte Proposals to Retently

1

Contact Created

Triggers when a contact is created.
2

Contact Person Updated

Triggers when a contact person is updated.
3

Proposal Closed

Triggers when a proposal is closed.
4

Proposal Created

Triggers when a proposal is created.
5

Proposal Updated

Triggers when a proposal is updated.
6

Contact Person Created

Triggers when a contact person is created.
7

Contact Updated

Triggers when a contact is updated.
8

Proposal Comment

Triggers when a customer comment on a proposal is received.
9

Proposal Send

Triggers when a proposal has been sent.
10

Proposal Won

Triggers when a proposal is won.
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Retently to Offorte Proposals

1

Create Contact

Creates a new contact.
2

Create Proposal

Creates a new proposal.
3

Update Contact

Updates a contact.
4

Update Proposal

Updates a proposal.
5

Find Proposal

Finds a proposal.
6

Create Organisation Contact Person

Creates a new organisation contact person.
7

Send Proposal

Sends a proposal.
8

Update Organisation Contact Person

Updates an organisation contact person.
9

Find Contact

Finds a contact.

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