Connect Offri and Piggy

Both apps 40Offri 21Piggy 19

• 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.

• Trigger
  New Contact

  Triggers when a new contact is created.

• Trigger
  New Credit Reception

  Triggers when a contact receives credits (new credit reception).

• Trigger
  New Reward Reception

  Triggers when a contact redeems a reward (new reward reception).

• Trigger
  Voucher Created

  Triggers when a new voucher is created.

• Trigger
  Voucher Redeemed

  Triggers when a voucher is redeemed.

• Action
  Calculate Credits

  Calculates how many credits a contact would receive for a given unit value at a business profile.

• Action
  Create Batch of Vouchers

  Creates a batch of vouchers for a promotion; the batch is processed asynchronously.

• Action
  Create Contact Attribute

  Creates a new contact attribute on the account.

• Action
  Create Contact by Email Address

  Creates a new contact with the given email address.

• Action
  Create Credit Reception

  Gives a contact credits at a business profile, either a fixed number or calculated from a unit value.

• Action
  Create Reward Reception

  Redeems a reward for a contact, deducting the required credits.

• Action
  Create Voucher

  Creates a voucher for a promotion, optionally assigned to a contact.

• Action
  Find Contact by Email Address

  Finds a Piggy contact by email address and returns its UUID.

• Action
  Find or Create Contact by Email Address

  Finds a contact by email address, creating it when none exists.

• Action
  Find Voucher

  Finds a voucher by its code.

• Action
  Get Contact by UUID

  Returns a contact by its UUID.

• Action
  List Rewards

  Returns the rewards in the loyalty program with the credits each one requires.

• Action
  Redeem Voucher

  Redeems a voucher by its code at a business profile.

• Action
  Update Contact Attribute(s)

  Updates one or more attribute values on a contact.

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