Outseta Integrations

CRM (Customer Relationship Management)

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Circle

CRM (Customer Relationship Management)

Webflow

Website Builders

Airtable

Databases

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Webhooks by Zapier

Developer Tools, Zapier

Typeform

Forms & Surveys

Google Sheets

Google, Spreadsheets

Mailchimp

Email Newsletters

Circle

CRM (Customer Relationship Management)

Webflow

Website Builders

Airtable

Databases

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Developer Tools, Zapier

Paths by Zapier

Developer Tools, Zapier

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Circle

CRM (Customer Relationship Management)

Webflow

Website Builders

Airtable

Databases

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Create live items in Webflow from new Outseta accounts
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Outseta + Webflow
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When this happens
Step 1: Account Added
Then do this
Step 2: Create Live Item
Then do this
Step 3: Update Account
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Create live items in Webflow from new Outseta accounts
Create live items in Webflow from new Outseta accounts
Outseta + Webflow
Invite members to Circle from new Outseta accounts
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Outseta + Filter by Zapier + Circle
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When this happens
Step 1: Account Added
Then do this
Step 2: Only continue if...
Then do this
Step 3: Invite Member
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Invite members to Circle from new Outseta accounts
Invite members to Circle from new Outseta accounts
Outseta + Filter by Zapier + Circle
Create deals in Outseta from new Google Sheets rows
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Google Sheets + Outseta
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When this happens
Step 1: New Spreadsheet Row
Then do this
Step 2: Add Deal
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Create deals in Outseta from new Google Sheets rows
Create deals in Outseta from new Google Sheets rows
Google Sheets + Outseta
Remove members from Circle spaces with new downgrades to Outseta memberships
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Outseta + Filter by Zapier + Circle
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When this happens
Step 1: Account Added
Then do this
Step 2: Only continue if...
Then do this
Step 3: Remove Member From Space
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Remove members from Circle spaces with new downgrades to Outseta memberships
Remove members from Circle spaces with new downgrades to Outseta memberships
Outseta + Filter by Zapier + Circle
Add members to Circle spaces for newly upgraded Outseta memberships
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Outseta + Filter by Zapier + Circle
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When this happens
Step 1: Account Added
Then do this
Step 2: Only continue if...
Then do this
Step 3: Add Member to Space
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Add members to Circle spaces for newly upgraded Outseta memberships
Add members to Circle spaces for newly upgraded Outseta memberships
Outseta + Filter by Zapier + Circle
Add new Outseta subscribers to Mailchimp
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Outseta + Mailchimp
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When this happens
Step 1: Account Added
Then do this
Step 2: Add/Update Subscriber
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Add new Outseta subscribers to Mailchimp
Add new Outseta subscribers to Mailchimp
Outseta + Mailchimp
Add Outseta deals from new Gmail emails
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Gmail + Outseta
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When this happens
Step 1: New Email
Then do this
Step 2: Add Deal
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Add Outseta deals from new Gmail emails
Add Outseta deals from new Gmail emails
Gmail + Outseta
Create deals for new Outseta people
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Outseta
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When this happens
Step 1: Person Added
Then do this
Step 2: Add Deal
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Create deals for new Outseta people
Create deals for new Outseta people
Outseta

Supported triggers and actions

What does this mean?

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
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Deal Added
Triggers when a new deal is created
Trigger
Instant
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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
  The title of the activity (e.g., Person login, Openned email)
- Description
  The description of the activity
- Data
  A JSON representation of any data that you'll like to store with the activity
- Entity TypeRequired
  The type of entity to associate the activity with. Account = 1, Person = 2, Deal = 3
- Entity UidRequired
  The Uid of the entity that performed the activity (eg, 4XQYqPB)
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
  The name of the account
- 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
  The first page restricted for the account when using the no code account specific pages functionality
- Account Specific Page Url 2
  The second page restricted for the account when using the no code account specific pages functionality
- Account Specific Page Url 3
  The third page restricted for the account when using the no code account specific pages functionality
- Account Specific Page Url 4
  The fourth page restricted for the account when using the no code account specific pages functionality
- Account Specific Page Url 5
  The fifth page restricted for the account when using the no code account specific pages functionality
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
  Email address of the person
- 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

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
  This is the unique name for the account. Could be an email address for individual accounts or an organization name.
- Account StageRequired
  To specify the stage the account is in. Enter 2 for Trialing or 3 for Subscribing.
- Client Identifier
  This is a value you can use to internally identify this record. Outseta will include it when returning this account to you via the API or when exporting data.
- EmailRequired
  The email of the primary person on the account
- First Name
- Last Name
- Is PrimaryRequired
  This needs to be set to true
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
  Make sure to enter the country name to match the name in the country dropdown in the Outseta portal.
- Plan Uid
  The Uid of the plan to create a subscription for. You can find that under the Billing >> Plans area in the Outseta portal.
- Renewal Term
- Send Confirmation EmailRequired
  Set to true to send a confirmation email with login information to the user
- Quantity
  This value is relevant to plans that are either per-user or has some other editable quantity. It is ignored for plans that don't have these features.
Action
Write
- NameRequired
  The name that would recognize the deal.
- DealPipelineStage UidRequired
  The Uid of the pipeline stage you want to create the deal into. You can find that under the CRM >> Deals area in the Outseta portal.
- Amount
  The amount that this deal is worth.
- AssignedToPersonClientIdentifier Uid
  The Uid of the person to assign this deal to.
- Due Date
  The due date of the deal.
- Account Uid
  The account Uid related to this deal.
- Person Uid
  The person Uid related to this deal.
Action
Write
- Account UIDRequired
- Cancel Immediately
Action
Write
- EmailList UidRequired
  The Uid of the email list. This can be found in the URL when viewing the subscribers on an email list.
- EmailRequired
- First Name
- Last Name
- Send Welcome Email
Action
Write
- Deal UIDRequired
- Name
  The name that would recognize the deal.
- DealPipelineStage Uid
  The Uid of the pipeline stage you want to move the deal into. You can find values for the pipeline stage Uids under the CRM >> Deals area of the Outseta portal
- Amount
  The amount that this deal is worth
- AssignedToPersonClientIdentifier Uid
  The Uid of the person to assign this deal to.
- Due Date
  The due date of the deal.
- Account Uid
  The account Uid related to this deal.
- Person Uid
  The person Uid related to this deal.
Action
Write
- Person EmailRequired
  Email address of the person
Action
Search

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).

Related categories

CRM (Customer Relationship Management)

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