Connect Offri to Heymarket SMS

Both apps 36Offri 21Heymarket SMS 15

• 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.

• Action
  Add list

  Creates a new contact list in your Heymarket team, optionally adding contacts, phone numbers or emails to it.

• Action
  Add tag

  Creates a new tag in your Heymarket team.

• Action
  Add template

  Creates a message template in your Heymarket team.

• Action
  Close conversation

  Marks a Heymarket conversation as closed (archived) in an inbox.

• Action
  Delete contact

  Deletes a Heymarket contact by its ID.

• Action
  Delete list

  Deletes a Heymarket contact list, optionally removing given contacts from it first.

• Action
  Find contacts by criteria

  Finds Heymarket contacts by phone number, email or other channel value, or by filter conditions such as name, tag, status or custom fields.

• Action
  Get contact

  Returns a Heymarket contact by its ID, including name, phone, email, tags, notes and custom field values.

• Action
  Get conversation

  Returns a Heymarket conversation by its ID, including its status, inbox, assignee, target number and members.

• Action
  Get list

  Returns a single Heymarket list by its ID, including its name, sharing and archive status.

• Action
  List inboxes

  Returns every inbox on your Heymarket team, with its name, phone numbers and members.

• Action
  Opt out number

  Opts a phone number out of messaging, either team-wide or for selected inboxes.

• Action
  Send Custom Message

  Sends a custom SMS/MMS message from a Heymarket inbox to a phone number, an existing chat, a group of numbers, or a list (broadcast). Can also post a private comment in a conversation.

• Action
  Send Template Message

  Sends a saved Heymarket template as a text message to a phone number, an existing conversation, or a list.

• Action
  Update List

  Updates a Heymarket list's name and adds or removes its contacts, phone numbers and email addresses.

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