# Offorte AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to Offorte with a scoped API key and helps you send documents for signature and track contracts, running 14 Offorte actions for you like List Users, Send Proposal, and List Proposals. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in Offorte and reports back. Setup takes about two minutes. - Tool: Offorte - Category: Sales & CRM - Connection: API key - Actions available: 14 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/offorte ## What can you ask Viktor to do in Offorte? - "Send this agreement out for signature in Offorte and notify me when it's signed." - "Check Offorte for contracts awaiting signature and send a reminder to whoever's holding it up." - "Find every contract in Offorte renewing in the next 30 days and list them." - "Watch Offorte for a signed document and post it to the deal channel." ## What can Viktor do in Offorte? (14 actions) - **List Text Template ID Options** - Retrieves available options for the Text Template ID field. - **List Tags Options** - Retrieves available options for the Tags field. - **List Email Template ID Options** - Retrieves available options for the Email Template ID field. - **List Design Template ID Options** - Retrieves available options for the Design Template ID field. - **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. ## How does Viktor work with Offorte? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect Offorte with an API key - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Offorte actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a Offorte AI agent? A Offorte AI agent is an AI that connects to your Offorte account and completes work in it - it doesn't just answer questions about Offorte, it takes the actions. Viktor is that agent: an AI employee that works in Offorte on your behalf and delivers the finished result in Slack or Microsoft Teams. Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right Offorte actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About Offorte Proposal software for professional, automated sales proposals ## Security and permissions - Scoped API keys - Viktor stores your key securely, uses only the scopes you grant, and you can revoke it at any time. - Review-first approvals: sensitive Offorte actions wait for your sign-off before they run. - Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models. - SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ## FAQ ### Does Viktor integrate with Offorte? Yes. Offorte is one of the 3,200+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in Offorte from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect Offorte to Viktor? Ask Viktor in Slack or Microsoft Teams to connect Offorte, then paste an API key from your Offorte account when prompted. Viktor stores the key securely, uses only the scopes you grant, and you can revoke it at any time. Setup takes about two minutes. ### What can Viktor do in Offorte? Viktor can run 14 Offorte actions, including List Users, Send Proposal, and List Proposals - and chain them with other tools in a single request. In practice that means Viktor helps you send documents for signature and track contracts. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done. ### Do I need to build workflows to automate Offorte? No. Viktor isn't a workflow builder - there are no triggers to map and no workflows to maintain. You ask for the outcome in plain English in Slack or Microsoft Teams, and Viktor decides which Offorte actions to take, runs them, and reports back. ### Is my Offorte data secure with Viktor? Yes. Viktor connects to Offorte with a scoped API key, runs in an isolated environment per team, and never trains models on your data. Sensitive actions wait for your approval, and you can revoke access at any time. Viktor is SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ### How much does the Offorte integration cost? Nothing extra - every integration, including Offorte, is available on every plan. You can start free with up to $100 in credits, no credit card required; paid plans start at $50/month. ### Can Viktor use Offorte together with my other tools? Yes - that's the point. Viktor connects to 3,200+ tools and works across them in a single run: it can pull data from Offorte, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## Viktor uses Offorte together with - [Slack](https://viktor.com/integrations/slack) - [Gmail](https://viktor.com/integrations/gmail) - [Google Sheets](https://viktor.com/integrations/google-sheets) - [Notion](https://viktor.com/integrations/notion) - [Salesforce](https://viktor.com/integrations/salesforce) - [Stripe](https://viktor.com/integrations/stripe) ## More Sales & CRM integrations - [HubSpot](https://viktor.com/integrations/hubspot) - [Upsales](https://viktor.com/integrations/upsales) - [Keap (Infusionsoft)](https://viktor.com/integrations/keap-infusionsoft) - [Apollo.io (API Key)](https://viktor.com/integrations/apollo-io-api-key) - [Teamgate](https://viktor.com/integrations/teamgate) - [Pipedrive](https://viktor.com/integrations/pipedrive) - [Enrich Layer](https://viktor.com/integrations/enrich-layer) - [Zoom](https://viktor.com/integrations/zoom) ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 3,200+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.