Integrations Vistaly Offorte Proposals
Vistaly + Offorte Proposals

Connect Vistaly and Offorte Proposals to Build Intelligent Automations

Choose a Trigger

Vistaly

When this happens...

Choose an Action

Offorte Proposals

Automatically do this!

Enable Integrations or automations with these events of Vistaly and Offorte Proposals

Enable Integrations or automations with these events of Vistaly and Offorte Proposals

Actions

Create Feedback

Create Feedback

Create a feedback entry in Vistaly from a user's submission, including provider details, optional recipient, timestamp, and page URL.

Add Card Metric

Add Card Metric

Add a numeric metric datapoint to a specific card. Optionally provide a timestamp; leave blank to use the current time.

Request a new Action for Vistaly

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Vistaly and Offorte Proposals?

To start, connect both your Vistaly and Offorte Proposals accounts to viaSocket. Once connected, you can set up a workflow where an event in Vistaly triggers actions in Offorte Proposals (or vice versa).

Can we customize how data from Vistaly is recorded in Offorte Proposals?

Absolutely. You can customize how Vistaly data is recorded in Offorte Proposals. This includes choosing which data fields go into which fields of Offorte Proposals, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Vistaly and Offorte Proposals?

The data sync between Vistaly and Offorte Proposals typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Vistaly to Offorte Proposals?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Vistaly and Offorte Proposals?

Yes, you can set conditional logic to control the flow of data between Vistaly and Offorte Proposals. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Vistaly

About Vistaly

Vistaly is a comprehensive platform designed to enhance productivity and streamline project management. It offers tools for task management, team collaboration, and efficient workflow automation, making it ideal for businesses looking to optimize their operations.

Learn More
Offorte Proposals

About Offorte Proposals

Offorte helps you win more deals by letting you share beautiful business proposals in a smart automated way.

Learn More