Connect Offri and ZoomInfo

Both apps 33Offri 21ZoomInfo 12

• 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 Intent

  Triggers when ZoomInfo records a new intent signal — a company researching one of your chosen topics. Requires the ZoomInfo Intent add-on.

• Action
  Account Summary

  Returns ZoomInfo Copilot's AI-generated account summary for a company. Requires a ZoomInfo Copilot subscription.

• Action
  Enrich Company

  Looks up one company in ZoomInfo by ID, name, website or ticker and returns the requested firmographic details.

• Action
  Enrich Company Technology

  Returns the technologies a ZoomInfo company is known to use, with each product's vendor and category.

• Action
  Enrich Contact

  Looks up one contact in ZoomInfo from a person ID, email, or name plus company, and returns the requested contact details such as email and phone.

• Action
  Get API Usage

  Returns the connected ZoomInfo user's current API usage and limits.

• Action
  Get Org Chart

  Returns the people on a ZoomInfo company's org chart with their titles, departments and org-chart tier.

• Action
  Lookup Field Values

  Returns the allowed values for a ZoomInfo search field, such as management levels, industries, scoop types or intent topics.

• Action
  Search Companies

  Searches ZoomInfo's company database by name, website, industry, location, revenue or employee count and returns the matching companies.

• Action
  Search for Contacts

  Searches ZoomInfo's contact database by name, job title, company or location and returns the matching contacts (without email or phone details).

• Action
  Search News

  Searches ZoomInfo news articles by category, URL and publish date range and returns the matching articles with their companies.

• Action
  Search Scoops

  Searches ZoomInfo Scoops — real-time business events such as hires, awards and projects — by company, type, topic and publish date.

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