Connect Taktikal and Outfield to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Taktikal with Outfield - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "All Signed Event" from Taktikal.

Add your action

An action happens after the trigger—such as "Create Account" in Outfield.

You’re connected!

Zapier seamlessly connects Taktikal and Outfield, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Flow
  Required
Trigger
Instant
Try It
- Flow
  Required
Trigger
Instant
Try It
- Flow
  Required
Trigger
Instant
Try It
- Account Type
  Required
- Team Member (optional)
Trigger
Polling
Try It
- Team Member (optional)
Trigger
Polling
Try It

- Team Member (optional)
Trigger
Polling
Try It
- Team Member (optional)
- Activity Type (optional)
- Form (optional)
Trigger
Polling
Try It

- Activity Type
  Required
- Team Member
  Required
- Account ID (Required Unless Task)
- Title (optional)
- Notes (optional)
- Start Time (optional)
- End Time (optional)
- Reported Duration (in seconds) (optional)
- Start Latitude (optional)
- Start Longitude (optional)
- End Latitude (optional)
- End Longitude (optional)
- Call Result (optional)
Action
Write
- Deal Name (optional)
- Deal Amount (optional)
- Team Member (optional)
- Deal Stage (optional)
- Account ID (optional)
- Lead Contact ID (optional)
- Notes (optional)
Action
Write
- Task Title
  Required
- Due Date & Time
  Required
- Team Member
  Required
- Account ID (optional)
- Notes (optional)
Action
Write
- ID (optional)
- Activity Type
  Required
- Team Member
  Required
- Account ID (Required Unless Task)
- Title (optional)
- Notes (optional)
- Start Time (optional)
- End Time (optional)
- Reported Duration (in seconds) (optional)
- Start Latitude (optional)
- Start Longitude (optional)
- End Latitude (optional)
- End Longitude (optional)
- Call Result (optional)
Action
Write
- ID
- Deal Name (optional)
- Deal Amount (optional)
- Team Member (optional)
- Deal Stage (optional)
- Account ID (optional)
- Lead Contact ID (optional)
- Notes (optional)
Action
Write
- ID
- Task Title
  Required
- Due Date & Time
  Required
- Team Member
  Required
- Account ID (optional)
- Notes (optional)
Action
Write
- Owner Type
Action
Search
- Search
  Required
Action
Search

- Flow
  Required
Trigger
Instant
Try It
- Flow
  Required
Trigger
Instant
Try It
Default Fields
Get default fields for dropdown
Trigger
Polling
Try It
- Team Member (optional)
- Activity Type (optional)
- Form (optional)
Trigger
Polling
Try It
- Team Member (optional)
Trigger
Polling
Try It
Point System Specs
Get point system specs for dropdown
Trigger
Polling
Try It
- Account Name
  Required
- Account Type
  Required
- Title (optional)
- Address Street1 (optional)
- Address Street2 (optional)
- Address City (optional)
- Address State/Region (optional)
- Address Postal Code (optional)
- Address Country (optional)
- Address Latitude (optional)
- Address Longitude (optional)
- Phone (optional)
- Email (optional)
- Website (optional)
Action
Write
- Account ID
  Required
- Calendar Event Type
  Required
- Team Member
  Required
- Start Time
  Required
- End Time
  Required
- Title (optional)
- Notes (optional)
- Required Forms (optional)
Action
Write
- Deal Name (optional)
- Team Member (optional)
- Deal Stage (optional)
- Account ID (optional)
- Lead Contact ID (optional)
- Deal Notes (optional)
- Order Date (optional)
- Order Due Date (optional)
- Order Payment Term (optional)
- Order Bill To (optional)
- Order Memo (optional)
- Order Payment Instructions (optional)
- Order Notes (optional)
- Name
- Value
- Label/Name
- Quantity
- Product Variation SKU (optional)
- Price/Unit
- Line Item Discount
- Order Discount
- Order Tax
Action
Write
- ID (optional)
- Account Name
  Required
- Account Type
  Required
- Title (optional)
- Address Street 1 (optional)
- Address Street 2 (optional)
- Address City (optional)
- Address State/Region (optional)
- Address Postal Code (optional)
- Address Country (optional)
- Address Latitude (optional)
- Address Longitude (optional)
- Phone (optional)
- Email (optional)
- Website (optional)
- Default Field ID
- Default Field Value
- ID
- Name
- Value
Action
Write
- ID
- Account ID
  Required
- Calendar Event Type
  Required
- Team Member
  Required
- Start Time
  Required
- End Time
  Required
- Title (optional)
- Notes (optional)
- Required Forms (optional)
Action
Write
- ID
- Deal Name (optional)
- Team Member (optional)
- Deal Stage (optional)
- Account ID (optional)
- Lead Contact ID (optional)
- Deal Notes (optional)
- Order Date (optional)
- Order Due Date (optional)
- Order Payment Term (optional)
- Order Bill To (optional)
- Order Memo (optional)
- Order Payment Instructions (optional)
- Order Notes (optional)
- Name
- Value
- Label/Name
- Quantity
- Product Variation SKU (optional)
- Price/Unit
- Line Item Discount
- Order Discount
- Order Tax
Action
Write
- Team Member
  Required
- Point System Spec
  Required
- Amount
Action
Write
- Search
  Required
- Account Type (optional)
- Team Member (optional)
- Account ID (optional)
Action
Search
- Search
  Required
- Account Type
  Required
- Team Member (optional)
- Account ID (optional)
- Account Name
  Required
- Title (optional)
- Address Street1 (optional)
- Address Street2 (optional)
- Address City (optional)
- Address State/Region (optional)
- Address Postal Code (optional)
- Address Country (optional)
- Address Latitude (optional)
- Address Longitude (optional)
- Phone (optional)
- Email (optional)
- Website (optional)
Action
Search or write

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Taktikal and Outfield to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Taktikal to Outfield integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Taktikal

Monitor activity on your Taktikal signing processes. Collect all data for various events.

HelpHelp

Related categories

Content & Files

About Outfield

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