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Offorte ACTION

Send Proposal

Send a 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 Send 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-send-proposal",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    offorte: { authProvisionId: "apn_xxxxxxx" },
    status: "Status",
    proposalId: "Proposal ID",
  },
})

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.

Send Proposal inputs
Property Type Description
status Status string
The status of the proposal
Required
proposalId Proposal ID string
The ID of the proposal
Required Dynamic
passwordReset Password Reset boolean
Reset the existing passwords when proposal was send before
Optional
sendMethod Send Method string
Choose if you want to send it through Offorte or send the proposal your self
Optional
sendMessage Send Message string
The actual message you want to send in plain text
Optional
sendMessageId Email Template ID string
The ID of the email template
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-send-proposal
Version
0.0.2
App
Offorte
Authentication
API key
Read-only
No
Destructive
No
Open world
Yes