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.
Offorte Proposals to Retently
Contact Created
Triggers when a contact is created.Contact Person Updated
Triggers when a contact person is updated.Proposal Closed
Triggers when a proposal is closed.Proposal Created
Triggers when a proposal is created.Proposal Updated
Triggers when a proposal is updated.Contact Person Created
Triggers when a contact person is created.Contact Updated
Triggers when a contact is updated.Proposal Comment
Triggers when a customer comment on a proposal is received.Proposal Send
Triggers when a proposal has been sent.Proposal Won
Triggers when a proposal is won.
Retently to Offorte Proposals
Create Contact
Creates a new contact.Create Proposal
Creates a new proposal.Update Contact
Updates a contact.Update Proposal
Updates a proposal.Find Proposal
Finds a proposal.Create Organisation Contact Person
Creates a new organisation contact person.Send Proposal
Sends a proposal.Update Organisation Contact Person
Updates an organisation contact person.Find Contact
Finds a contact.Related blog posts
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