Outseta Integrations

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Outseta Triggers

Account Added

Triggers when a new account is added in Outseta.

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Account Updated

Triggers when an existing account is updated in Outseta.

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Account Deleted

Triggers when an account is deleted in Outseta.

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Account Stage Updated

Triggers when an account's stage changes in Outseta (e.g. Trialing → Subscribing).

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Account Billing Invoice Created

Triggers when a new billing invoice is created for an account in Outseta.

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Account Billing Invoice Deleted

Triggers when a billing invoice is deleted for an account in Outseta.

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Account Paid Subscription Created

Triggers when a paid subscription is created for an account in Outseta.

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Account Subscription Started

Triggers when a subscription starts for an account in Outseta.

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Account Subscription Add Ons Changed

Triggers when add-ons are changed on an account's subscription in Outseta.

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Account Subscription Cancellation Requested

Triggers when a subscription cancellation is requested for an account in Outseta.

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Account Subscription Plan Updated

Triggers when an account's subscription plan is changed in Outseta.

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Account Subscription Payment Collected

Triggers when a subscription payment is successfully collected for an account in Outseta.

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Account Subscription Payment Declined

Triggers when a subscription payment is declined for an account in Outseta.

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Account Subscription Renewal Extended

Triggers when a subscription renewal is extended for an account in Outseta.

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Person Added

Triggers when a new person is added in Outseta.

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Person Updated

Triggers when an existing person is updated in Outseta.

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Person Deleted

Triggers when a person is deleted in Outseta.

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Deal Created

Triggers when a new deal is created in Outseta.

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Deal Updated

Triggers when a deal is updated in Outseta.

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Outseta Actions

Find or Add Account

Search for an account by name. If not found, create a new one.

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Find or Add Person

Search for a person by email. If not found, create a new one.

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Get Account

Retrieve an Outseta account by selecting it from the dropdown.

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Get Person

Retrieve an Outseta person by selecting them from the dropdown.

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Get Deal

Retrieve a deal by selecting it from the dropdown.

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Get Account Plan

Retrieve the current plan and subscription details for an account.

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Update Account

Update an existing account in Outseta.

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Update Person

Update an existing person in Outseta.

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Update Deal

Update an existing deal.

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Add Deal

Create a deal and optionally associate it with an account or a person.

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Add Person to Account

Add an existing person to an existing account.

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Add Custom Activity

Record a custom activity on an account, person, or deal. Activities show on the activity feed and can trigger drip campaigns.

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Change Account Plan

Change an account's current subscription plan (upgrade, downgrade, or switch to free).

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Cancel Subscription

Cancel the current subscription on an account. By default, the subscription expires at the end of the current term. You can also cancel immediately.

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Track Add-on Usage

Track usage for a metered (usage-based) add-on on an account.

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Subscribe to Email List

Add a person's email address to a mailing list.

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Delete Deal

Delete a deal from the CRM.

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Custom API Call

Make a custom API call to a specific endpoint

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