Filter by account type: place or person (contact).

Filter by team member. Takes the team member (user) ID if you decide to set this dynamically using data from another step in Zapier

Filter by activity type: check-ins, meetings, phone calls, notes, emails, text messages, completed tasks, and progressed deals.

Filter by activity type: check-ins, meetings, notes, completed tasks, or progressed deals.

Searches the account name, company & title (when type is person), address, email, phone, website, assigned team member names, custom fields, and deals (name, stage)

The type of account: place or person (contact)

Finds an account by id and overrides search field

Searches the enterprise for a user (team member) by name, email, title or role.

Can be used with or in place of street address if needed

Either check-ins, meetings, phone calls, notes, emails, text messages or tasks (i.e. a completed task).

Takes the team member (user) ID if you decide to set this dynamically using data from another step in Zapier

The Outfield ID of the account for this activity. To find this ID, visit an account page in the Outfield web app and click the Account Details button. Or add a Find Account action before this one in Zapier and embed the resulting ID here.

For check-ins, meetings, notes, and tasks. This is the activity completed date & time shown in the activity timeline.

For check-ins & meetings. This is if they report a duration different than what was recorded

The Outfield ID of the account for this calendar event. To find this ID, visit an account page in the Outfield web app and click the Account Details button. Or add a Find Account action before this one in Zapier and embed the resulting ID here.

When you add required forms, the assigned team member will be required to fill them out when they create a check-in from that calendar event

The deal amount will default to zero if not included

Defaults to the first stage in your pipeline unless it is set here

The Outfield ID of the account for this deal. To find this ID, visit an account page in the Outfield web app and click the Account Details button. Or add a Find Account action before this one in Zapier and embed the resulting ID here.

The Outfield ID of the lead contact for this deal. To find this ID, visit a contact page in the Outfield web app and click the Account Details button. Or add a Find Account action before this one in Zapier and embed the resulting ID here.

The Outfield ID of the account for this deal+order. To find this ID, visit an account page in the Outfield web app and click the Account Details button. Or add a Find Account action before this one in Zapier and embed the resulting ID here.

The Outfield ID of the lead contact for this deal+order. To find this ID, visit a contact page in the Outfield web app and click the Account Details button. Or add a Find Account action before this one in Zapier and embed the resulting ID here.

Internal notes for this deal that does not appear on order invoices

Auto set to account name, address etc if Deal Account ID included. Can also be set manually here.

You can use this to link the line item to an item in your product list in Outfield

Takes a discount ID if you decide to set this dynamically using data from another step in Zapier

Takes the discount ID if you decide to set this dynamically using data from another step in Zapier

Takes the tax ID if you decide to set this dynamically using data from another step in Zapier

The Outfield ID of the point system spec for this point action. Find a Point System Spec before this one in Zapier and embed the resulting ID here.

This is used for cases where points should be awarded based on the amount of an action.

Outfield is an outside sales & marketing CRM that makes it easy to discover valuable insights about your market, track + verify team activity, and communicate effortlessly across all your devices

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