Create deals for new Outseta people
This template automatically creates a deal in Outseta whenever a new person is added. This can be really useful if you're using the live chat tool—every new conversation creates a person record, so this template will then also create a deal in your sales pipeline.
This template automatically creates a deal in Outseta whenever a new person is added. This can be really useful if you're using the live chat tool—every new conversation creates a person record, so this template will then also create a deal in your sales pipeline.
- When this happens...
Person AddedTriggers when a new person is created
TriggerInstantThis event starts a Zap instantly. - automatically do this!Add Deal
Allows you to create a deal and optionally associate it with an account or a person.
ActionWriteCreate a new record or update an existing record in your app.
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Account Subscription Started
Triggers when a new subscription starts for an account
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person Deleted
Triggers when a person is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Chat Request Added
Triggers when a new chat is received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person Added
Triggers when a new person is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Updated
Triggers when a deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
DealPipelineStage UidRequired
Amount
AssignedToPersonClientIdentifier Uid
Due Date
Account Uid
Person Uid
Email
First Name
Last Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account UIDRequired
Cancel Immediately
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailList UidRequired
EmailRequired
First Name
Last Name
Send Welcome Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal UIDRequired
Name
DealPipelineStage Uid
Amount
AssignedToPersonClientIdentifier Uid
Due Date
Account Uid
Person Uid
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Account Deleted
Triggers when an account is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Account Added
Triggers when a new account is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Added
Triggers when a new deal is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Account Updated
Triggers when an account is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person Updated
Triggers when a person is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TitleRequired
Description
Data
Entity TypeRequired
Entity UidRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
First Name
Last Name
Mobile #
Work #
Address Line 1
Address Line 2
Address Line 3
City
State/Region
Postal Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account UIDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person UidRequired
EmailRequired
First Name
Last Name
Mobile #
Work #
Address Line 1
Address Line 2
Address Line 3
City
State/Region
Postal Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person EmailRequired
EmailRequired
First Name
Last Name
Mobile #
Work #
Address Line 1
Address Line 2
Address Line 3
City
State/Region
Postal Code
Country
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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
Similar apps
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierRelated Zap Templates
- Add new Outseta subscribers to Mailchimp
- Invite members to Circle from new Outseta accounts
- Add new Mailchimp subscribers to Outseta as people
- Send WhatsApp Notifications messages when new Outseta subscriptions start
- Create live items in Webflow from new Outseta accounts
- Create deals in Outseta from new Google Sheets rows
- Remove members from Circle spaces with new downgrades to Outseta memberships
- Add members to Circle spaces for newly upgraded Outseta memberships
- Add Outseta deals from new Gmail emails
- Send emails via Gmail for new accounts added in Outseta
- Remove members in Circle for newly canceled Outseta memberships
- Create account specific pages in Webflow from new accounts in Outseta
- Add new Outseta accounts to Trainerize as clients and keep them updated
- Add tags to ConvertKit subscribers when new Outseta accounts are added
- Create Webflow live items for new Outseta accounts added
- Update Mailchimp subscribers when persons are updated in Outseta
- Create Outseta accounts for new Lemon Squeezy orders
- Update Outseta persons when new Webflow form submissions occur
- Create Outseta deals for new Calendly invitees
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- Add new Outseta accounts to Coda as rows for seamless organization
- Add new Webflow form submissions to Outseta email list as subscriptions
- Create tasks in Bonjoro for new accounts added in Outseta
- Add new Ninja Forms submissions to Outseta email list as subscribers
- Add new Outseta persons to PostgreSQL as rows
- Add new Outseta people as HubSpot contacts
- Create new Outseta accounts for each new Leadpages form submission
- Add new Paperless Forms entries to Outseta email lists instantly
- Create Outseta accounts for new Paperless Forms entries
- Create and update Outseta accounts from new 123FormBuilder form submissions
- Create Outseta persons from new 123FormBuilder forms for seamless data management
- Create new Outseta accounts from new Formstack submissions
- Add new 123FormBuilder form submissions to Outseta email lists
- Create Outseta accounts from new Formidable Forms entries
- Create Outseta accounts from new Gravity Forms submissions
- Add new Gravity Forms submissions as persons in Outseta
- Update Outseta accounts with new Squarespace form submissions
- Create Outseta accounts from new Squarespace form submissions
- Add new SurveyMonkey responses to Outseta email list for seamless subscriber updates
- Create new Outseta accounts from Interact leads
- Create new Outseta people from incoming Interact leads
- Update Outseta accounts with new SurveyMonkey response notifications with answers
- Add new SurveyMonkey responses as accounts in Outseta
- Add new VideoAsk responses to Outseta email list as subscribers
- Create new Outseta accounts from new Outgrow leads
- Create Outseta accounts for new GoCanvas submissions
- Add new involve.me completed submissions to Outseta email lists automatically
- Add new Qualtrics survey responses as accounts in Outseta
- Update Outseta persons when new ActiveCampaign contacts are added to a list
- Create new Outseta accounts from Pipedrive leads effortlessly
- Add new Zoho CRM contacts to Outseta as accounts
- Create Outseta people from new Webflow form submissions
- Create new Outseta persons when opportunities arise in Close
- Add new Close leads to Outseta as accounts for seamless management
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- Create new Outseta accounts for Copper companies as they're added
- Create new Outseta accounts for new Copper persons automatically
- Update Outseta persons when new Clio contacts are created
- Create Outseta accounts from new Microsoft Dynamics 365 CRM contacts
- Update Outseta persons when new 17hats contacts are created
- Create Outseta accounts for new Wealthbox CRM contacts
- Add new Marketo leads to Outseta as accounts
- Create new Outseta accounts from newly created JobNimbus activities
- Update Outseta persons when Capsule CRM contacts are new or updated
- Create Outseta accounts for new Teamleader Focus companies
- Update Outseta people when new companies are created in Teamleader Focus
- Update Outseta persons when new Mojo activities occur
- Update Outseta people when Mojo contacts are updated
- Create Outseta accounts for new Credit Repair Cloud leads
- Create Outseta accounts for new Credit Repair Cloud clients
- Update Outseta persons when new clients are added to Credit Repair Cloud
- Add new Typeform entries as people in Outseta
- Add new formless responses as people in Outseta
- Send Telegram messages for new chat requests added in Outseta
- Send WhatsApp Notifications messages when new Outseta chat requests are added
- Add new Outseta accounts and create or update subscribers in MailerLite
- Add new Webflow form submissions as accounts in Outseta
- Start tracking purchase when new account subscriptions start in Outseta with Deadline Funnel
- Create new Outseta accounts from new Typeform entries
- Update rows in Microsoft Excel when people details are updated in Outseta
- Add new rows in Microsoft Excel for every new account added in Outseta
- Update Microsoft Excel rows effortlessly when Outseta accounts get updated
- Add new Outseta persons to Microsoft Excel rows instantly when a person is added
- Create Notion database items from new Outseta accounts
- Update live items in Webflow when persons are updated in Outseta
- Update Google Sheets rows whenever Outseta persons are updated
- Add new Outseta persons to email lists in Outseta
- Add new Tally submissions to Outseta email lists instantly
- Start new Discourse posts whenever new Outseta subscriptions are created
- Start creating subscribers in beehiiv when new subscriptions start in Outseta
- Create new Outseta accounts each time new accounts are created in Passion.io
- Start sending emails in Gmail when new subscriptions start in Outseta
- Start new Outseta subscriptions by adding subscribers to a group in Sender
- Create or update ClickFunnels contacts when new accounts are added in Outseta
- Update Sender subscribers when accounts are updated in Outseta
- Add new Passion.io plan purchases as accounts in Outseta
Related Zap Templates
- Add new Outseta subscribers to Mailchimp
- Send WhatsApp Notifications messages when new Outseta subscriptions start
- Remove members from Circle spaces with new downgrades to Outseta memberships
- Send emails via Gmail for new accounts added in Outseta
- Add new Outseta accounts to Trainerize as clients and keep them updated
- Update Mailchimp subscribers when persons are updated in Outseta
- Create Outseta deals for new Calendly invitees
- Add new Apollo contacts to Outseta as persons
- Create tasks in Bonjoro for new accounts added in Outseta
- Add new Outseta people as HubSpot contacts
- Create Outseta accounts for new Paperless Forms entries
- Create new Outseta accounts from new Formstack submissions
- Create Outseta accounts from new Gravity Forms submissions
- Create Outseta accounts from new Squarespace form submissions
- Create new Outseta people from incoming Interact leads
- Add new VideoAsk responses to Outseta email list as subscribers
- Add new involve.me completed submissions to Outseta email lists automatically
- Create new Outseta accounts from Pipedrive leads effortlessly
- Create new Outseta persons when opportunities arise in Close
- Create Outseta accounts for new Ontraport contacts
- Update Outseta persons when new Clio contacts are created
- Create Outseta accounts for new Wealthbox CRM contacts
- Update Outseta persons when Capsule CRM contacts are new or updated
- Update Outseta persons when new Mojo activities occur
- Create Outseta accounts for new Credit Repair Cloud clients
- Add new formless responses as people in Outseta
- Add new Outseta accounts and create or update subscribers in MailerLite
- Create new Outseta accounts from new Typeform entries
- Update Microsoft Excel rows effortlessly when Outseta accounts get updated
- Update live items in Webflow when persons are updated in Outseta
- Add new Tally submissions to Outseta email lists instantly
- Create new Outseta accounts each time new accounts are created in Passion.io
- Create or update ClickFunnels contacts when new accounts are added in Outseta
- Invite members to Circle from new Outseta accounts
- Create live items in Webflow from new Outseta accounts
- Add members to Circle spaces for newly upgraded Outseta memberships
- Remove members in Circle for newly canceled Outseta memberships
- Add tags to ConvertKit subscribers when new Outseta accounts are added
- Create Outseta accounts for new Lemon Squeezy orders
- Add new Outseta accounts to Google Sheets as rows
- Add new Outseta accounts to Coda as rows for seamless organization
- Add new Ninja Forms submissions to Outseta email list as subscribers
- Create new Outseta accounts for each new Leadpages form submission
- Create and update Outseta accounts from new 123FormBuilder form submissions
- Add new 123FormBuilder form submissions to Outseta email lists
- Add new Gravity Forms submissions as persons in Outseta
- Add new SurveyMonkey responses to Outseta email list for seamless subscriber updates
- Update Outseta accounts with new SurveyMonkey response notifications with answers
- Create new Outseta accounts from new Outgrow leads
- Add new Qualtrics survey responses as accounts in Outseta
- Add new Zoho CRM contacts to Outseta as accounts
- Add new Close leads to Outseta as accounts for seamless management
- Create new Outseta accounts for Copper companies as they're added
- Create Outseta accounts from new Microsoft Dynamics 365 CRM contacts
- Add new Marketo leads to Outseta as accounts
- Create Outseta accounts for new Teamleader Focus companies
- Update Outseta people when Mojo contacts are updated
- Update Outseta persons when new clients are added to Credit Repair Cloud
- Send Telegram messages for new chat requests added in Outseta
- Add new Webflow form submissions as accounts in Outseta
- Update rows in Microsoft Excel when people details are updated in Outseta
- Add new Outseta persons to Microsoft Excel rows instantly when a person is added
- Update Google Sheets rows whenever Outseta persons are updated
- Start new Discourse posts whenever new Outseta subscriptions are created
- Start sending emails in Gmail when new subscriptions start in Outseta
- Update Sender subscribers when accounts are updated in Outseta
- Add new Mailchimp subscribers to Outseta as people
- Create deals in Outseta from new Google Sheets rows
- Add Outseta deals from new Gmail emails
- Create account specific pages in Webflow from new accounts in Outseta
- Create Webflow live items for new Outseta accounts added
- Update Outseta persons when new Webflow form submissions occur
- Create Outseta accounts for new Shopify paid orders
- Add new Webflow form submissions to Outseta email list as subscriptions
- Add new Outseta persons to PostgreSQL as rows
- Add new Paperless Forms entries to Outseta email lists instantly
- Create Outseta persons from new 123FormBuilder forms for seamless data management
- Create Outseta accounts from new Formidable Forms entries
- Update Outseta accounts with new Squarespace form submissions
- Create new Outseta accounts from Interact leads
- Add new SurveyMonkey responses as accounts in Outseta
- Create Outseta accounts for new GoCanvas submissions
- Update Outseta persons when new ActiveCampaign contacts are added to a list
- Create Outseta people from new Webflow form submissions
- Create Outseta accounts for new Keap contacts
- Create new Outseta accounts for new Copper persons automatically
- Update Outseta persons when new 17hats contacts are created
- Create new Outseta accounts from newly created JobNimbus activities
- Update Outseta people when new companies are created in Teamleader Focus
- Create Outseta accounts for new Credit Repair Cloud leads
- Add new Typeform entries as people in Outseta
- Send WhatsApp Notifications messages when new Outseta chat requests are added
- Start tracking purchase when new account subscriptions start in Outseta with Deadline Funnel
- Add new rows in Microsoft Excel for every new account added in Outseta
- Create Notion database items from new Outseta accounts
- Add new Outseta persons to email lists in Outseta
- Start creating subscribers in beehiiv when new subscriptions start in Outseta
- Start new Outseta subscriptions by adding subscribers to a group in Sender
- Add new Passion.io plan purchases as accounts in Outseta