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Offorte ACTION

Create Proposal

Create a new proposal in Offorte. See the documentation
  • Action
  • Writes data
  • API key
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's Offorte account once, then configure and run Create Proposal from your backend or agent.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "offorte-create-proposal",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    offorte: { authProvisionId: "apn_xxxxxxx" },
    accountUserId: "Account User ID",
    contactPeople: ["Contact People IDs"],
  },
})

console.log(result)

SCHEMA

Inputs

Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.

Create Proposal inputs
Property Type Description
accountUserId Account User ID string
The ID of the user
Optional Dynamic
contactPeople Contact People IDs string[]
List with people who are going to receive the proposal. These are the contacts belonging to an organisation who are going to receive the proposal. Make sure they got an email filled in.
Optional Dynamic
contactId Contact ID string
The proposal is assigned to this main contact id
Required Dynamic
proposalTemplateId Proposal Template ID string
The ID of the proposal template
Required Dynamic
designTemplateId Design Template ID string
The ID of the design template
Required Dynamic
name Name string
The name of the proposal
Optional
priceTotal Price Total string
Proposal value as calculated by pricetables
Optional
status Status string
The status of the proposal
Required
textTemplateId Text Template ID string
The ID of the text template
Required Dynamic
content Content string[]
A list of content items of the proposal. See the documentation
Optional
tags Tags string[]
The tags of the contact
Optional Dynamic

REFERENCE

Tool details

Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.

Registry key
offorte-create-proposal
Version
0.0.2
App
Offorte
Authentication
API key
Read-only
No
Destructive
No
Open world
Yes