Pipedrive integration with Offorte Proposals
How to Create Offorte proposals when deals are updated in Pipedrive
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Offorte proposals when deals are updated in Pipedrive" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Offorte Proposals integrations
Offorte Proposals actions
Nekton can use any feature that is available in Offorte Proposals API.
Using our advanced AI, you can easily create custom automations for Offorte Proposals.
Here are some typical actions you can do in your automated workflows.
Create Company
Creates a new company.
Create Proposal
Creates a new proposal.
Update Company
Updates a company.
Update Proposal
Updates a proposal.
Find Proposal
Find a proposal.
Create Company Contact
Creates a new company contact.
About Offorte Proposals
Offorte helps you win more deals by letting you share beautiful business proposals in a smart automated way.