Outseta Integrations

Connect Outseta with the most popular apps, so you can automate your work and have more time for what matters most — no code required.

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Outseta Triggers

New Account Event

Triggers on account-scoped events (lifecycle, stage, billing, subscription, invoice).

New Person Event

Triggers on person-scoped events (lifecycle, login, email engagement, list, segment, support ticket).

New Deal Event

Triggers on deal-scoped events (lifecycle, contact/account association).

New Task Event

Triggers on task lifecycle events (created, updated).

New Plan Event

Triggers when a billing plan is created or updated in the Outseta catalog.

New Add-On Event

Triggers when an add-on is created or updated in the Outseta catalog.

Outseta Actions

Retrieve Account

Retrieve an account by its UID, or by the email of its primary contact. Returns plan, subscription, billing address, primary contact and add-on details.

Retrieve Person

Retrieve a person by email or by UID, including the linked account.

Retrieve Deal

Retrieve a deal by its UID, or by the email of the contact associated with the deal plus the pipeline.

Retrieve Subscription

Retrieve a subscription by its UID, or fetch the current subscription of an account by Account UID. Returns plan, billing terms, renewal dates, discount, and add-on details.

Get Last Payment for Account

Retrieve the most recent payment transaction for an account. Returns found=false if no payment has ever been recorded.

Create Account

Create a new account in Outseta CRM. Optionally start a subscription on a plan in the same call.

Create Deal

Create a new deal in the CRM.

Find or Add Person

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

Find or Add Deal

Search for a deal by contact email and pipeline. If not found, create a new one.

Update Account

Update an existing account in Outseta.

Update Person

Update an existing person in Outseta.

Update Deal

Update an existing deal.

Delete Account

Delete an account from Outseta CRM.

Delete Person

Delete a person from Outseta CRM.

Delete Deal

Delete a deal from the CRM.

List Accounts

Retrieve a paginated list of accounts from your Outseta CRM.

List Persons

Retrieve a paginated list of persons from your Outseta CRM.

List Deals

Retrieve a paginated list of deals from your Outseta CRM.

List Plans

Retrieve a paginated list of subscription plans from your Outseta billing catalog.

List Add-Ons

Retrieve a paginated list of add-ons from your Outseta billing catalog.

List Discounts

Retrieve a paginated list of discount coupons from your Outseta billing catalog.

List Cases

Retrieve a paginated list of support tickets (cases) from Outseta. Optionally filter by the person who submitted them.

List Account Transactions

Retrieve all billing transactions (payments, refunds, invoices) for a given account.

Change Account Plan

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

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.

Remove Cancellation

Remove a pending cancellation request from an account, keeping the subscription active.

Apply Discount to Account

Apply a discount coupon to the current subscription of an account.

Add Usage for Add-on

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

Add Add-on to Subscription

Attach a recurring add-on to an account's current subscription. Different from Add Usage for Add-on, which only records consumption on a metered add-on already attached.

Extend Trial Subscription

Extend the trial period of an account by setting a new trial end date.

Update Payment Information

Update the credit card / payment method on an account. The payment processor tokens (CustomerToken, PaymentToken) must come from your payment processor (e.g. Stripe Elements) — not from Outseta.

Create Discount

Create a new discount coupon in the Outseta billing catalog. Either AmountOff or PercentOff must be set, never both.

Create Invoice

Create an ad-hoc invoice for an account. The invoice is linked to the account's current subscription.

Add Invoice Payment

Record a payment against an invoice. The invoice is marked as paid if the total payments match the invoice amount.

Send Invoice Email

Send (or resend) the invoice email to the customer associated with an invoice.

Process Payment

Manually trigger the processing (retry) of a previously recorded payment. Typically used to retry a failed payment after a customer updates their card.

Manage Account Membership

Add or remove a person from an account.

Update Account Membership

Update a person's membership on an account — typically used to designate them as the primary contact.

Add Custom Activity

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

Manage Email List Subscription

Subscribe a person to an email list, or unsubscribe them from it.

Send Confirmation Email

Send a confirmation email to the primary contact of an account, a specific person, or all members.

Create Ticket

Create a new support ticket (case) in Outseta.

Reply to Ticket

Add a reply to an existing support ticket (case) in Outseta.

Custom API Call

Make a custom API call to a specific endpoint