Integrate Offri with Retently
Sync customer contact information between Offri and Retently to maintain accurate profiles. Trigger NPS/CSAT surveys when a proposal is accepted or rejected to gather feedback on the proposal process. Use survey responses to enhance customer relationship management and improve proposal strategies.
Start Free Trial
About Offri
Offri allows users to manage contacts and proposals. Its core features include creating, updating, and removing contacts and proposals, as well as tracking the status and activity of these entities.
Offri to Retently
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.Contact Person Updated
Triggers when a Contact Person is created or updated.Proposal Removed/Hidden
Triggers when a proposal is removed or hidden.Proposal Updated
Triggers when a proposal is created or updated.
Retently to Offri
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.Related blog posts
16 Proven Tactics to Increase Your Customer Lifetime Value (CLV)
There are two ways to grow your business. The first is to acquire new cu...
Alex Bitca 
Similar Proposal & Invoice Management integrations
Apparound
zapier
Trigger NPS/CSAT surveys after proposal acceptance or invoice payment, sync customer profiles to ensure...
Cacheflow
zapier
Trigger NPS/CSAT surveys after subscription renewals or billing events, sync customer billing and subscription...
Clientary
zapier
Trigger NPS/CSAT surveys after project completion or invoice payments, sync customer contact and transaction...
Edens
zapier
Trigger NPS/CSAT surveys after contract signing or invoice processing to gather feedback on the...
Fiverr Workspace
zapier
Trigger NPS/CSAT surveys after project completion or client interactions, sync client profiles and project...
Fresh Proposals
zapier
Trigger NPS/CSAT surveys after a proposal is accepted or rejected, sync client profiles and...
Invoice Ninja
zapier
Trigger automated NPS/CSAT surveys after invoice payments or project completions, sync customer contact details...
Invoice2go
zapier
Trigger NPS/CSAT surveys after invoice payments to gather feedback on the billing experience, sync...
Offorte Proposals
zapier
Trigger NPS/CSAT surveys after a proposal is accepted or rejected to gather feedback on...
Paigo
zapier
Trigger NPS/CSAT surveys after invoices are sent or proposals are accepted, sync customer profiles...
Portal.io
zapier
Trigger NPS/CSAT surveys after significant customer interactions such as order status changes or payment...
QuoteMachine
zapier
Trigger NPS/CSAT surveys after quote acceptance or invoice payment, sync customer contact and transaction...
Route the...
zapier
Trigger NPS/CSAT surveys when a new client is created or updated, sync client data...
ServiceWorks
zapier
Trigger NPS/CSAT surveys after job completions to gather feedback on service quality, sync customer...
Shop-Ware
zapier
Trigger automated NPS/CSAT surveys after repair orders are completed, sync customer contact details and...
Steady
zapier
Trigger NPS/CSAT surveys after subscription renewals or cancellations, sync customer profile data to keep...
Trackfront
zapier
Trigger NPS/CSAT surveys when a project is completed or a significant status change occurs,...
Start your free 7-day trial
Personalize your survey template, import your customers from various services, completely automate the process and start your first survey campaign right away.
