Connect Help Scout and Offri

Both apps 44Help Scout 23Offri 21

• Trigger
  New Conversation

  Polls for newly created conversations across mailboxes.

• Trigger
  New Customer

  Polls for newly created customers.

• Trigger
  New Mailbox

  Polls for newly created mailboxes.

• Trigger
  New User

  Polls for newly added users (team members).

• Action
  Add Customer Email

  Add an email address to a customer.

• Action
  Create Customer

  Create a new customer record.

• Action
  Create Note

  Add an internal note thread to a conversation.

• Action
  Create Thread (Reply)

  Add a reply thread to an existing conversation.

• Action
  Delete Conversation

  Delete a conversation by ID.

• Action
  Get Conversation

  Retrieve a single conversation by ID.

• Action
  Get Customer

  Retrieve a single customer by ID.

• Action
  Get Mailbox

  Retrieve a single mailbox by ID.

• Action
  Get User

  Retrieve a single user by ID.

• Action
  List Conversations

  List conversations, optionally filtered by mailbox, status, tag, or query.

• Action
  List Conversation Threads

  List all threads on a conversation.

• Action
  List Customers

  List customers, optionally filtered by email, mailbox, or query.

• Action
  List Mailboxes

  List all mailboxes in the account.

• Action
  List Mailbox Folders

  List the folders within a mailbox.

• Action
  List Tags

  List all tags in the account.

• Action
  List Users

  List all users (team members) in the account.

• Action
  Update Conversation

  Update a conversation's subject, status, mailbox, assignee, or owner via JSON Patch.

• Action
  Update Conversation Tags

  Replace the tags on a conversation.

• Action
  Update Customer

  Update a customer's profile fields.

• 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.