[Components] offorte #17095
Description
Offorte
URLs
Actions
get-users
Prompt
Lists all account users for the current account to see team members who can be assigned to proposals.
URLs
create-contact-organisation
Prompt
Create a new organisation contact in your Offorte account. Required prop are name. Optional props are street, city, state, zipcode, country, phone, fax, email, internet, linkedin, twitter, facebook, instagram, coc_number, vat_number, tags and custom_fields. Tags has async options.
URLs
- https://www.offorte.com/api-docs/api#tag/Templates-and-Settings/operation/tagsList
- https://www.offorte.com/api-docs/api#tag/Contacts/operation/createContactOrganisation
create-contact-person
Prompt
Create a new person contact in your Offorte account. Required prop are name and organisation_id. Optional props are firstname, lastname, salutation, street, city, state, zipcode, country, phone, mobile, email, internet, linkedin, twitter, facebook, instagram, tags, custom_fields. Tags has async options.
URLs
- https://www.offorte.com/api-docs/api#tag/Templates-and-Settings/operation/tagsList
- https://www.offorte.com/api-docs/api#tag/Contacts/operation/createOrganisationPerson
get-contact-details
Prompt
Get all details for a specific contact by ID, including custom fields, tags, and associated proposals.
URLs
search-contact-organisations
Prompt
Search for organisations by name in your contacts database.
URLs
search-contact-people
Prompt
Search for people by name in your contacts database.
URLs
get-proposal-templates
Prompt
Lists proposal templates (favorites) that can be used as starting points to create new proposals.
URLs
create-proposal
Prompt
Create a new proposal. Required props is account_user_id. Optional props are contact_people, contact_id, proposal_template_id, design_template_id, directory_id, name, price_total, text_template_id, content, custom_fields and tags.
URLs
get-proposal-directories
Prompt
Get all proposal directories grouped by status (edit, open, won, lost, closed).
URLs
list-proposals
Prompt
List all proposals for the current account.
URLs
send-proposal
Prompt
Send a completed proposal to its assigned contacts via email with custom messages. Required props are send_message or send_message_id. Optional props are password_reset and send_method.