Interact + Outseta

Create new Outseta people from incoming Interact leads

Easily manage your new leads from Interact by creating a seamless workflow that adds them as a person in Outseta. With this automation, every time a new lead is generated in Interact, they will be added to Outseta, streamlining your sales process and helping you stay organized. Save time and improve efficiency by taking advantage of this powerful integration.

When this happens...
New Lead
Triggers when a new lead is collected from quiz.
TriggerInstant
automatically do this!
Add Person
This action creates a person in the Outseta CRM.
ActionWrite

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Supported triggers and actions

What does this mean?

- QuizRequired
Trigger
Instant
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Account Deleted
Triggers when an account is deleted
Trigger
Instant
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Account Added
Triggers when a new account is created
Trigger
Instant
Try It
Deal Added
Triggers when a new deal is created
Trigger
Instant
Try It
Account Updated
Triggers when an account is updated.
Trigger
Instant
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Person Updated
Triggers when a person is updated.
Trigger
Instant
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- TitleRequired
- Description
- Data
- Entity TypeRequired
- Entity UidRequired
Action
Write

- EmailRequired
- First Name
- Last Name
- Mobile #
- Work #
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
Action
Write
- Account UIDRequired
Action
Write
- Account UIDRequired
- NameRequired
- Address Line 1
- Address Line 2
- AddressLine3
- City
- State/Region
- Postal Code
- Country
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
- Account Specific Page Url 1
- Account Specific Page Url 2
- Account Specific Page Url 3
- Account Specific Page Url 4
- Account Specific Page Url 5
Action
Write
- Person UidRequired
- EmailRequired
- First Name
- Last Name
- Mobile #
- Work #
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
Action
Write
- Person EmailRequired
- EmailRequired
- First Name
- Last Name
- Mobile #
- Work #
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
Action
Search or write

Account Subscription Started
Triggers when a new subscription starts for an account
Trigger
Instant
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Person Deleted
Triggers when a person is deleted
Trigger
Instant
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Chat Request Added
Triggers when a new chat is received.
Trigger
Instant
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Person Added
Triggers when a new person is created
Trigger
Instant
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Deal Updated
Triggers when a deal is updated.
Trigger
Instant
Try It
- NameRequired
- Account StageRequired
- Client Identifier
- EmailRequired
- First Name
- Last Name
- Is PrimaryRequired
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
- Plan Uid
- Renewal Term
- Send Confirmation EmailRequired
- Quantity
Action
Write
- NameRequired
- DealPipelineStage UidRequired
- Amount
- AssignedToPersonClientIdentifier Uid
- Due Date
- Account Uid
- Person Uid
- Email
- First Name
- Last Name
Action
Write
- Account UIDRequired
- Cancel Immediately
Action
Write
- EmailList UidRequired
- EmailRequired
- First Name
- Last Name
- Send Welcome Email
Action
Write
- Deal UIDRequired
- Name
- DealPipelineStage Uid
- Amount
- AssignedToPersonClientIdentifier Uid
- Due Date
- Account Uid
- Person Uid
Action
Write
- Person EmailRequired
Action
Search

About Interact

Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.

Learn more Help

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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).

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Interact + Outseta

Create new Outseta people from incoming Interact leads

New Lead

Account Deleted

Account Added

Deal Added

Account Updated

Person Updated

Add Custom Activity

TitleRequired

Description

Data

Entity TypeRequired

Entity UidRequired

Add Person

EmailRequired

First Name

Last Name

Mobile #

Work #

Address Line 1

Address Line 2

Address Line 3

City

State/Region

Postal Code

Country

Retrieve Account

Account UIDRequired

Update Account

Account UIDRequired

NameRequired

Address Line 1

Address Line 2

AddressLine3

City

State/Region

Postal Code

Country

Address Line 1

Address Line 2

Address Line 3

City

State/Region

Postal Code

Country

Account Specific Page Url 1

Account Specific Page Url 2

Account Specific Page Url 3

Account Specific Page Url 4

Account Specific Page Url 5

Update Person

Person UidRequired

EmailRequired

First Name

Last Name

Mobile #

Work #

Address Line 1

Address Line 2

Address Line 3

City

State/Region

Postal Code

Country

Find or Add Person

Person EmailRequired

EmailRequired

First Name

Last Name

Mobile #

Work #

Address Line 1

Address Line 2

Address Line 3

City

State/Region