Outseta and Salesflare
How to connect Outseta
- Via Zapier — 24 operations available. Set it up ↗
- Via Make — 29 modules available. Set it up ↗
What you can automate
- When account Added in Outseta, find or create account in Salesflare.
- When deal Added in Outseta, create opportunity in Salesflare.
- When person Added in Outseta, find or create contact in Salesflare.
- When account Updated in Outseta, find or create account in Salesflare.
- When deal Updated in Outseta, create opportunity in Salesflare.
- When person Updated in Outseta, find or create contact in Salesflare.
About Outseta
Outseta is a technology stack for early stage SaaS companies. The platform fully integrates CRM, subscription billing & management, and customer success tools (email, chat, help desk).
Outseta operations on Zapier
Triggers (10)
Start a workflow when this happens
- Account Added — Triggers when a new account is created
- Account Deleted — Triggers when an account is deleted
- Account Subscription Started — Triggers when a new subscription starts for an account
- Account Updated — Triggers when an account is updated.
- Chat Request Added — Triggers when a new chat is received.
Show 5 more triggers
- Deal Added — Triggers when a new deal is created
- Deal Updated — Triggers when a deal is updated.
- Person Added — Triggers when a new person is created
- Person Deleted — Triggers when a person is deleted
- Person Updated — Triggers when a person is updated.
Actions (12)
Things Salesflare can make it do
- Add Account — Allows you to create an account with an existing or new user. You can also specify a subscription.
- Add Custom Activity — This method allows you to record custom events associated to an account, people or deal. These activities would then show up on the activity feed of the corresponding entity and can be leveraged to trigger drip campaigns and other automation. For integration with drip campaigns make sure that what you pass in the Title property matches the start / stop value specified for the campaign. For engagement tracking Engagement use EntityType=1 as the engagement reports are all tied to accounts. Ensure that the EntityUid matches the Uid for the corresponding account that you want to tie the event to. For example, lets say you wanted to track engagement for a particular important action that a user takes using your product. Name the action performed in the Title, select 1 for Entity Type and make sure the EntityUid matches the account that performed the action.
- Add Deal — Allows you to create a deal and optionally associate it with an account or a person.
- Add Person — This action creates a person in the Outseta CRM.
- Cancel Subscription — This action cancels the current subscription on an account in the Outseta CRM. By default, accounts with canceled subscriptions become expired at the end of their current terms. It is also possible to cancel the subscription immediately.
Show 7 more actions
- Find or Add Deal — Retrieves a deal record using an email address as the lookup
- Find or Add Person — Retrieves a person record using an email address as the lookup
- Retrieve Account — Retrieves an account record using its UID as the lookup
- Subscribe to Email List — Adds a person's email address to a mailing list
- Update Account — This action updates an account in the Outseta CRM.
- Update Deal — This action updates a deal
- Update Person — This action updates a person in the Outseta CRM.
Searches (2)
Look up existing records
- Retrieve Deal — Retrieves a deal record using an email address as the lookup
- Retrieve Person — Retrieves a person record using an email address as the lookup
Outseta operations on Make
Triggers (9)
Start a workflow when this happens
- Watch Account Created — Triggers when a new account has been created.
- Watch Account Deleted — Triggers when an account has been deleted.
- Watch Account Updated — Triggers when an account has been updated.
- Watch Deal Created — Triggers when a new deal has been created.
- Watch Deal Updated — Triggers when a new deal has been updated.
Show 4 more triggers
- Watch New Chat — Triggers when a new chat has been received.
- Watch Person Created — Triggers when a new person has been created.
- Watch Person Deleted — Triggers when a new person has been deleted.
- Watch Person Updated — Triggers when a new person has been updated.
Actions (16)
Things Salesflare can make it do
- Cancel an Account — Cancels an existing account.
- Create a Custom Activity — Creates a custom activity.
- Create a Deal — Creates a new deal.
- Create a Person — Creates a new person.
- Create an Account — Creates a new account.
Show 11 more actions
- Delete a Deal — Deletes a deal.
- Delete a Person — Deletes a person.
- Delete an Account — Deletes an account.
- Get a Deal — Retrieves a deal.
- Get a Person — Retrieves a person.
- Get an Account — Retrieves an account.
- Make an API Call — Performs an arbitrary authorized API call.
- Subscribe a Person to the List — Subscribes a person to the existing list.
- Update a Deal — Updates a deal.
- Update a Person — Updates a person.
- Update an Account — Updates an account.
Searches (4)
Look up existing records
- List Accounts — Retrieves a list of accounts.
- List Deals — Retrieves a list of deals.
- List People — Retrieves a list of people.
- Search Activities — Searches for activities or lists them all.
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