Outseta + Passion.io

Add new Passion.io plan purchases as accounts in Outseta

Elevate your customer management by setting up this workflow. As soon as a new plan is purchased on Passion.io, an account is instantly created in your Outseta system. This seamless integration eliminates the tedious task of manual data entry, saving you time and helping to ensure accurate customer records. Grow your business smoothly with this automated solution.

When this happens...
Plan Purchased
Triggers when a user subscribes to a plan.
TriggerInstant
automatically do this!
Add Account
Allows you to create an account with an existing or new user. You can also specify a subscription.
ActionWrite

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Supported triggers and actions

What does this mean?

Account Created
New user appeared in the users list
Trigger
Instant
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- Lesson
Trigger
Instant
Try It
- Plan
Trigger
Instant
Try It
- Tracking ID
Trigger
Instant
Try It
- Email addressRequired
- First Name
- Last Name
- Phone
- Address
- Zip Code
- City
- State
- CountryRequired
- Products (Plan IDs)Required
- Amount (sales price in cents)Required
- Send password mail
Action
Write

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
Try It
Person Updated
Triggers when a person is updated.
Trigger
Instant
Try It
- 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

- Post
Trigger
Instant
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New Chat Message
A user sent a message
Trigger
Instant
Try It
- Plan
Trigger
Instant
Try It
- Email addressRequired
- Products (Plan IDs)Required
Action
Write
Account Subscription Started
Triggers when a new subscription starts for an account
Trigger
Instant
Try It
Person Deleted
Triggers when a person is deleted
Trigger
Instant
Try It
Chat Request Added
Triggers when a new chat is received.
Trigger
Instant
Try It
Person Added
Triggers when a new person is created
Trigger
Instant
Try It
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 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

About Passion.io

Passion.io is a platform that turns your content or skills into your own mobile apps that sell.

Help

Related categories

App Builder

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Outseta + Passion.io

Add new Passion.io plan purchases as accounts in Outseta

Account Created

Lesson Completed

Lesson

Plan Purchased

Plan

New Tracking Check-In

Tracking ID

Create Order

First Name

Last Name

Phone

Address

Zip Code

City

State

CountryRequired

Products (Plan IDs)Required

Amount (sales price in cents)Required

Send password mail

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