Connect Checkvist and Offri

Both apps 38Checkvist 17Offri 21

• Trigger
  New List

  Triggered when a new checklist is created in Checkvist.

• Trigger
  New List Item

  Triggered when a new item is added to the chosen Checkvist checklist.

• Action
  Close Task

  Marks a task in a Checkvist checklist as closed (done) and returns the updated task.

• Action
  Create List Item

  Adds a new item (task) to a Checkvist checklist and returns the created item.

• Action
  Create New List

  Creates a new Checkvist checklist and returns it.

• Action
  Create Several List Items

  Adds several items to a Checkvist checklist at once from a block of text (one item per line) and returns the created items.

• Action
  Create Task Note

  Adds a note (comment) to a task in a Checkvist checklist and returns the new note.

• Action
  Delete Checklist

  Deletes a Checkvist checklist and returns the deleted list.

• Action
  Delete List Item

  Deletes an item (task) from a Checkvist checklist and returns the deleted item.

• Action
  Get Checklist

  Returns a single Checkvist checklist by its ID, with its name, sharing settings and item counts.

• Action
  Get List Item

  Returns a single item (task) from a Checkvist checklist, optionally with its notes.

• Action
  List Checklists

  Returns the Checkvist checklists the connected account can see.

• Action
  List List Items

  Returns the items (tasks) in a Checkvist checklist.

• Action
  List Task Notes

  Returns the notes (comments) on a task in a Checkvist checklist.

• Action
  Reopen Task

  Reopens a closed task in a Checkvist checklist and returns the updated task.

• Action
  Update Checklist

  Updates a Checkvist checklist's name or sharing setting and returns the updated list.

• Action
  Update List Item

  Updates an item (task) in a Checkvist checklist and returns the updated item.

• Trigger
  New Contact

  Triggers when a new client is added in Offri.

• Trigger
  New Proposal

  Triggers when a new proposal is created in Offri.

• Trigger
  Proposal Status Changed

  Triggers when a proposal's status changes, for example to won, lost or expired.

• Action
  Add component

  Creates a component (product) in your Offri workspace, optionally with its pricing, unit and category.

• Action
  Create Contact

  Creates a client (company or private person) in Offri.

• Action
  Create Contact Person

  Adds a contact person to an Offri client.

• Action
  Create Proposal

  Creates a new proposal in Offri, optionally for a client.

• Action
  Delete component

  Deletes a component (product) from your Offri workspace.

• Action
  Delete Proposal

  Deletes a draft Offri proposal.

• Action
  Find Contact

  Finds Offri clients by name, email or customer number.

• Action
  Find Contact Person

  Finds the contact persons of an Offri client, optionally by email.

• Action
  Get component

  Returns the details of a component (product) in your Offri workspace, including its category and product pricing.

• Action
  Get Contact

  Returns one Offri client by ID.

• Action
  Get Proposal

  Returns one Offri proposal with its totals and signing details.

• Action
  List components

  Returns the components and products in your Offri workspace, optionally filtered by name or category.

• Action
  Remove Contact

  Removes a client from Offri.

• Action
  Remove Contact Person

  Removes a contact person from an Offri client.

• Action
  Send Proposal

  Sends an Offri proposal to its client with an expiration date.

• Action
  Update component

  Updates an existing component (product) in Offri, such as its name, category, language, pricing and quantity settings.

• Action
  Update Contact

  Updates the details of an existing Offri client.

• Action
  Update Contact Person

  Updates a contact person of an Offri client.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.