Connect Offorte to Siftree.

Proposal software for professional, automated sales proposals

Connect

Read from your Offorte account

Sign in once. Siftree reads your records and reacts to new events as they happen.

  • Get Contact Details

    Get the details of a contact in Offorte.

  • List Proposal Templates

    List all proposal templates in Offorte.

  • List Proposals

    List all proposals in Offorte.

  • List Users

    List all users in Offorte.

  • Search Contact Organisation

    Search for a contact organisation in Offorte.

  • Search Contact People

    Search for a contact person in Offorte.

  • New Event (Instant)Trigger

    Emit new event when an event is created.

Act

Take action in Offorte

Agents update records and send messages for you, automatically, as drafts, or after you approve.

  • Create Contact Organisation

    Create a new contact organisation in Offorte.

  • Create Contact Person

    Create a new contact person in Offorte.

  • Create Proposal

    Create a new proposal in Offorte.

  • Send Proposal

    Send a proposal in Offorte.

Need something from Offorte that isn't listed? Siftree can also collect from any public web page, or tell us what you need.

Siftree

Siftree is an AI platform that sales, CX, marketing, product, and strategy teams use to find, win, and keep customers.

Siftree connects calls, tickets, reviews, social, documents, video, and the systems you already use — then builds pipelines, datasets, tools, and cited insights your team and agents can operate on. Long-horizon agents keep building after you walk away.

[Machine-readable summary](https://www.siftree.com/llms.txt) — full machine-readable index.

Capabilities (summary):

  • - Connect anything: calls, tickets, reviews, social, documents, video, and existing systems.
  • - Describe what you need in plain language; Siftree builds pipelines, structures the data, and routes models for language, vision, audio, transcription, classification, and enrichment.
  • - Operate on datasets, tools, reports, and cited insights. You define the rules — what counts, how it's scored, what gets labeled.
  • - Marketplace: 14,824 sources across 4,169 apps and websites as of October 2026, plus any public website. Search, choose a source, and create an analysis-ready dataset without scraper maintenance.
  • - Native connectors for help desks, CRMs, and call recorders, plus upload and API. Audio and video are transcribed and labeled with everything else.
  • - Runs on a schedule or a trigger, and alerts your team in Slack when a threshold is crossed.
  • - Acts in your systems: writes labels and fields back to the help desk or CRM, opens issues in Linear or Jira, and drafts replies and emails. Each agent runs automatically, drafts for review, or asks first, and every action is logged.
  • - Ask questions of your data from Claude or ChatGPT through Siftree MCP.
  • - Enterprise protections: continuous verification of every request, encryption in storage and transit, privilege and identity governance, immutable activity logs.
  • - Teams use the eight products in place of separate point tools for prospecting data, support analytics, social listening, community triage, ad research, AI search visibility, research repositories, and competitive intelligence.

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