Offri integrations
Use Nekton to connect Offri with thousands of other services, and automate your day-to-day tasks. Describe what you want to automate in plain language, and Nekton AI will create automation for you.
Automate Offri integrations with Nekton
Create automations that integrate Offri with other services
Nekton AI can integrate Offri with many online apps and tools.
Here are some popular integrations you can try to automate your Offri workflows:
Offri actions
Nekton can use any feature that is available in Offri API.
Using our advanced AI, you can easily create custom automations for Offri.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a contact.
Create Proposal
Creates a proposal, optionally from a template.
Find and Create/Update Contact Person
Finds and updates a Contact Person, optionally creates one if it doesn't exist
Remove Contact Person
Removes a contact person under a contact
Update Contact Person
Updates a contact person under a contact
Find Contact Person
Finds a Contact Person
Find or Create Contact Person
Finds a Contact Person, optionally creates one if it doesn't exist
Create Contact Person
Creates a contact person under a contact
Find and Create/Update Contact
Finds and updates a Contact, optionally creates one if it doesn't exist
Remove Contact
Removes a contact.
Update Contact
Updates a contact.
Find Contact
Finds a Contact
Find or Create Contact
Finds a Contact, optionally creates one if it doesn't exist
Contact Removed
Triggers when a client is removed.
Contact Person Removed
Triggers when a Contact Person is removed.
Proposal Opened for the First Time
Triggers when a proposal has been opened by a contact for the first time.
Proposal Status Changed
Triggers when a proposal has either expired, lost, or won.
Contact Updated
Triggers when a client is created or updated.
About Offri
Offri enables you to create great looking proposals quickly.