Offorte integration
Proposal software for professional, automated sales proposals.
What your agents can do with Offorte
11 pre-built Offorte tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (10)
Send Proposal
Send a proposal in Offorte.
Search Contact People
Search for a contact person in Offorte.
Search Contact Organisation
Search for a contact organisation in Offorte.
List Users
List all users in Offorte.
List Proposals
List all proposals in Offorte.
List Proposal Templates
List all proposal templates in Offorte.
Get Contact Details
Get the details of a contact in Offorte.
Create Proposal
Create a new proposal in Offorte.
Create Contact Person
Create a new contact person in Offorte.
Create Contact Organisation
Create a new contact organisation in Offorte.
Triggers (1)
New Event (Instant)
Emit new event when an event is created.
Set up Offorte in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Offorte account
In Relevance AI, open Integrations and add Offorte, then paste your Account Name and API Key. You will find it in your Offorte account settings.
Use Offorte in an agent
Create a tool, add a Offorte tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Offorte to work in your agents
Connect Offorte alongside 1,800+ other integrations and let your agents run the busywork.