Outreach (Action Flow)
With Outreach modules in Celonis platform, you can create and manage all your accounts, prospects, and sequences in your Outreach account.
To get started with Outreach, create an account at outreach.io.
For the list of available endpoints, refer to the Outreach API documentation.
Connecting Outreach to Celonis platform
Log in to your Celonis platform account, add an Outreach module to your Action Flow, and click Create a connection.
Note: If you add a module with an
instanttag, click Create a webhook, then Create a connection.Optional: In the Connection name field, enter a name for the connection.
Optional: Switch on the Show advanced settings toggle and enter your custom app client credentials. For more information, refer to Outreach custom apps documentation.
If requested, use the following Redirect URI when creating your custom app:
https://auth.redirect.celonis.cloud/oauth/cb/outreach.Click Save.
If prompted, authenticate your account and confirm access.
You have successfully established the connection. You can now edit your Action Flow and add more Outreach modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.
Build Outreach Action Flows
After connecting the app, you can perform the following actions:
Triggers
Note
This app uses webhooks to trigger a Action Flow when an event occurs instantly. All webhook modules have an instant tag next to their name.
When you create an Outreach webhook in Celonis platform, it is attached automatically and requires no additional set up.
Triggers if any resource is created, updated, or deleted.
Connection | |
Webhook name | Insert the name of a webhook. |
Resource | Select the resource you want to watch. |
Event | Select the action for resources you want to watch. |
Triggers when a new call is created, updated, or deleted.
Connection | |
Webhook name | Insert the name of a webhook. |
Event | Select the action for resources you want to watch. |
Triggers when an email is created, updated, deleted, bounced, delivered, opened, or replied to.
Connection | |
Webhook name | Insert the name of a webhook. |
Event | Select the action for resources you want to watch. |
Triggers when a task is created, updated, destroyed, or completed.
Connection | |
Webhook name | Insert the name of a webhook. |
Event | Select the action for resources you want to watch. |
Accounts
You can create, update, list, and get accounts with the following modules.
Lists accounts with filters.
Connection | |
Filter by field | Set a condition for a filter that you can use to get only needed accounts. |
Sort by field | Define the field and the order in which the module will sort data. |
Limit | Set the maximum number of accounts Celonis platform will return during one execution cycle. |
Retrieves a specific account by its ID.
Connection | |
Account ID | Specify the ID of the account that you want to retrieve. Click Search to filter accounts. |
Creates a new account.
Connection | |
Name | Enter the name for the account. |
Buyer Intent Score | Enter a custom score given to measure the quality of the account. |
Company Type | Enter a description of the company’s type. For example, |
Custom Fields | Add any custom fields. |
Custom ID | Enter a custom ID for the account, often referencing an ID in an external system. |
Description | Enter a description of the account. |
Domain | Enter the company’s website domain. For example, |
Followers | Enter the number of followers the company has listed on social media. |
Founded at | |
Industry | Enter a description of the company’s industry. For example, |
LinkedIn Employees | Enter the number of employees listed on the company’s LinkedIn URL. |
LinkedIn URL | Enter the LinkedIn URL. |
Locality | Enter the company’s primary geographic region. For example, |
Named | Select whether this is a 'named' account or not. Only named accounts will show up on the collection index. |
Natural Name | Enter the natural name of the company. For example, |
Number of Employees | Enter the number of employees. |
Tags | Add any tags. |
Website URL | Enter the company’s website URL. For example, |
Owner | Enter or select the owner of the account. |
Updates an account specified by ID.
Connection | |
Account ID | Enter or select the ID of the account you want to update. |
Name | Enter a name for the account. |
Buyer Intent Score | Enter a custom score given to measure the quality of the account. |
Company Type | Enter a description of the company’s type. For example, |
Custom Fields | Add any custom fields. |
Custom ID | Enter a custom ID for the account, often referencing an ID in an external system. |
Description | Enter a description of the account. |
Domain | Enter the company’s website domain. For example, |
Followers | Enter the number of followers the company has listed on social media. |
Founded at | Enter the founding date of the company. |
Industry | Enter a description of the company’s industry. For example, |
LinkedIn Employees | Enter the number of employees listed on the company’s LinkedIn URL. |
LinkedIn URL | Enter the LinkedIn URL. |
Locality | Enter the company’s primary geographic region. For example, |
Named | Select whether this is a 'named' account or not. Only named accounts will show up on the collection index. |
Natural Name | Enter the natural name of the company. For example, |
Number of Employees | Enter the number of employees. |
Tags | Add any tags. |
Website URL | Enter the company’s website URL. For example, |
Owner | Enter or select the owner of the account. |
Opportunities
You can create, update, list, and get opportunities with the following modules.
List opportunities with filters.
Connection | |
Filter by field | Set a condition for a filter that you can use to get only needed opportunities. |
Sort by field | Define the field and the order in which the module will sort data. |
Limit | Set the maximum number of opportunities will return during one execution cycle. |
Retrieves a specific opportunity by its ID.
Connection | |
Opportunity ID | Specify the ID of the opportunity that you want to retrieve. Click Search to filter opportunities. |
Creates a new opportunity.
Connection | |
Name | Enter a name for the opportunity. |
Close Date | The projected close date for the opportunity. |
Amount | The estimated value of the opportunity. |
Currency Type | Specify the currency type. |
Description | Enter a description of the opportunity. |
External Created At | Enter the date the opportunity was created. |
Map Link | Enter the link to the MAP (Mutual Action Plan) for this opportunity. |
Map Next Steps | Map the next steps for the opportunity. |
Map Status | Map the status of the opportunity. Status shows associations with meetings, tasks, sequences, CRM sync. |
Next Step | Add any next step. |
Opportunity Type | Specify the type of the opportunity. |
Probability | Specify the probability percent. |
Prospecting Rep ID | Enter the ID of the sales rep that prospects the opportunity. |
Sharing Team ID | Enter the ID of the sharing team associated with the opportunity. |
Tags | Add any tags. |
Custom Fields | Add any custom fields. |
Updates the selected opportunity.
Connection | |
Opportunity ID | Specify the ID of the opportunity that you want to update. |
Name | Enter a name for the opportunity. |
Close Date | The projected close date for the opportunity |
Amount | The estimated value of the opportunity. |
Currency Type | Specify the currency type. |
Description | Enter a description of the opportunity. |
External Created At | Enter the date the opportunity was created. |
Map Link | Enter the link to the MAP (Mutual Action Plan) for this opportunity. |
Map Next Steps | Map the next steps for the opportunity. |
Map Status | Map the status of the opportunity. Status shows associations with meetings, tasks, sequences, CRM sync. |
Next Step | Add any next step. |
Opportunity Type | Specify the type of the opportunity. |
Probability | Specify the probability percent. |
Prospecting Rep ID | Enter the ID of the sales rep that prospects the opportunity. |
Sharing Team ID | Enter the ID of the sharing team associated with the opportunity. |
Tags | Add any tags. |
Custom Fields | Add any custom fields. |
Prospects
You can create, update, and list prospects with the following modules.
Lists prospects with filters.
Connection | |
Filter by field | Set a condition for a filter that you can use to get only needed prospects. |
Sort by field | Define the field and the order in which the module will sort data. |
Limit | Set the maximum number of prospects Celonis platform will return during one execution cycle. |
Retrieves a specific prospect by its ID.
Connection | Establish a connection to your Outreach account. |
Prospect ID | Specify the ID of the prospect that you want to retrieve. Click Search to filter prospects. |
Creates a new prospect.
Connection | |
First Name | The first name of the prospect. |
Last Name | The last name of the prospect. |
Emails | A list of email addresses associated with the prospect. |
Company | The name of the company the prospect works at. If associated with an account, this is the name of the account. (e.g. |
Title | The title of the prospect. |
Timezone | The prospect’s current timezone. |
Tags | A list of tag values associated with the account (e.g. [" |
Account | The prospect's associated account. |
Owner | The owner of the prospect. |
Added at | |
City | The prospect’s city (e.g. " |
Country | The prospect’s country (e.g. " |
State | The prospect’s state (e.g. " |
Street | The prospect’s street address (e.g. " |
Street 2 | The prospect’s second street address, if applicable. |
ZIP | The prospect’s postal code (e.g. " |
AngelList URL | The prospect’s AngelList URL. |
Available at | |
Calls Opt Status | Whether the prospect is opted out of calling or general if granular opt-out is not enabled. |
Campaign Name | The name of the campaign the prospect is associated with. |
Company Followers | The prospect’s company Followers. |
Company Founded at | Year in which was the prospect’s company founded. |
Company Industry | Industry in which the prospect’s company operates. |
Company LinkedIn | The company LinkedIn. |
Company LinkedIn Employees | The prospect’s company LinkedIn Employees. |
Company Locality | The company's locality. |
Company Size | The size of the prospect’s company. |
Company Type | A description of the company’s type (e.g. 'Public Company'). |
Custom Fields | A list of custom fields. |
Date of Birth | |
Degree | The degree(s) the prospect has received. |
Emails Opt Status | Represents whether a prospect has opted into or out of emails. |
Event Name | The name of the event the prospect was met at. |
External ID | A custom ID for the prospect, often referencing an ID in an external system. |
External Owner | A custom owner for the prospect, often referencing an owner in an external system. |
Facebook URL | The prospect’s Facebook URL. |
Gender | The gender of the prospect. |
GitHub URL | The prospect’s GitHub URL. |
GitHub Username | The prospect’s GitHub username. |
Google Plus URL | The prospect’s Google+ URL. |
Graduation Date | |
Home Phones | A list of home phone numbers associated with the prospect. |
Job Start Date | |
LinkedIn Connections | The number of connections on the prospect’s LinkedIn profile. |
LinkedIn ID | The prospect’s LinkedIn ID. |
LinkedIn URL | The prospect’s LinkedIn URL. |
Middle Name | The middle name of the prospect. |
Mobile Phones | A list of mobile phone numbers associated with the prospect. |
Nickname | The nickname of the prospect. |
Occupation | The occupation of the prospect (e.g. 'Purchasing Manager'). |
Opted out | Represents whether this prospect is currently opted out of all mailings. Set this value to true to opt out the prospect; the |
Other Phones | A list of other phone numbers associated with the prospect. |
Personal Note 1 | A custom note field related to the prospect. |
Personal Note 2 | A second note field related to the prospect. |
Preferred Contact | The preferred contact method for the prospect. |
Quora URL | The prospect’s Quora URL. |
Region | The primary geographic region of the prospect. |
School | The school(s) the prospect has attended. |
Score | A custom score is given to measure the quality of the lead. |
SMS Opt Status | Select the prospect's SMS to opt status. |
Source | A custom source representing where the lead was first acquired. |
Specialties | A description of the prospect’s specialties. |
StackOverflow ID | The prospect’s StackOverflow ID. |
StackOverflow URL | The prospect’s StackOverflow URL. |
Trashed at | |
Twitter URL | The prospect’s Twitter URL. |
Twitter Username | The prospect’s Twitter username. |
VoIP Phones | A list of VoIP phone numbers associated with the prospect. |
Work Phones | A list of work phone numbers associated with the prospect. |
Website URL 1 | The URL of the prospect’s website. |
Website URL 2 | The value of the prospect’s second website URL field. |
Website URL 3 | The value of the prospect’s third website URL field. |
Updates a prospect specified by ID.
Connection | |
Prospect ID | ID of the prospect you want to update. |
First Name | The first name of the prospect. |
Last Name | The last name of the prospect. |
Emails | A list of email addresses associated with the prospect. |
Company | The name of the company the prospect works at. If associated with an account, this is the name of the account. (e.g. |
Title | The title of the prospect. |
Timezone | The prospect’s current timezone. |
Tags | A list of tag values associated with the account (e.g. [" |
Account | The prospect's associated account. |
Owner | The owner of the prospect. |
Added at | |
City | The prospect’s city (e.g. " |
Country | The prospect’s country (e.g. " |
State | The prospect’s state (e.g. " |
Street | The prospect’s street address (e.g. " |
Street 2 | The prospect’s second street address, if applicable. |
ZIP | The prospect’s postal code (e.g. " |
AngelList URL | The prospect’s AngelList URL. |
Available at | |
Calls Opt Status | Select whether the prospect is opted out of calling, or opted out in general if granular opt-out is not enabled. |
Campaign Name | The name of the campaign the prospect is associated with. |
Company Followers | The prospect’s company Followers. |
Company Founded at | Year in which was the prospect’s company founded. |
Company Industry | Industry in which the prospect’s company operates. |
Company LinkedIn | The company LinkedIn. |
Company LinkedIn Employees | The prospect’s company LinkedIn Employees. |
Company Locality | The company's locality. |
Company Size | The size of the prospect’s company. |
Company Type | A description of the company’s type (e.g. 'Public Company'). |
Custom Fields | A list of custom fields. |
Date of Birth | |
Degree | The degree(s) the prospect has received. |
Emails Opt Status | Represents whether a prospect has opted into or out of emails. |
Event Name | The name of the event the prospect was met at. |
External ID | A custom ID for the prospect, often referencing an ID in an external system. |
External Owner | A custom owner for the prospect, often referencing an ownering in an external system. |
Facebook URL | The prospect’s Facebook URL. |
Gender | The gender of the prospect. |
Github URL | The prospect’s GitHub URL. |
Github Username | The prospect’s GitHub username. |
Google Plus URL | The prospect’s Google+ URL. |
Graduation Date | |
Home Phones | A list of home phone numbers associated with the prospect. |
Job Start Date | |
LinkedIn Connections | The number of connections on the prospect’s LinkedIn profile. |
LinkedIn ID | The prospect’s LinkedIn ID. |
LinkedIn URL | The prospect’s LinkedIn URL. |
Middle Name | The middle name of the prospect. |
Mobile Phones | A list of mobile phone numbers associated with the prospect. |
Nickname | The nickname of the prospect. |
Occupation | The occupation of the prospect (e.g. 'Purchasing Manager'). |
Opted out | Represents whether this prospect is currently opted out of all mailings. Set this value to true to opt out the prospect; the |
Other Phones | A list of other phone numbers associated with the prospect. |
Personal Note 1 | A custom note field related to the prospect. |
Personal Note 2 | A second note field related to the prospect. |
Preferred Contact | The preferred contact method for the prospect. |
Quora URL | The prospect’s Quora URL. |
Region | The primary geographic region of the prospect. |
School | The school(s) the prospect has attended. |
Score | A custom score given to measure the quality of the lead. |
SMS Opt Status | Select the prospect's SMS opt status. |
Source | A custom source representing where the lead was first acquired. |
Specialties | A description of the prospect’s specialties. |
StackOverflow ID | The prospect’s StackOverflow ID. |
StackOverflow URL | The prospect’s StackOverflow URL. |
Trashed at | |
Twitter URL | The prospect’s Twitter URL. |
Twitter Username | The prospect’s Twitter username. |
VoIP Phones | A list of VoIP phone numbers associated with the prospect. |
Work Phones | A list of work phone numbers associated with the prospect. |
Website URL 1 | The URL of the prospect’s website. |
Website URL 2 | The value of the prospect’s second website URL field. |
Website URL 3 | The value of the prospect’s third website URL field. |
Sequences
You can list sequences, and steps of sequences, and add prospects to sequences with the following modules.
Lists sequences with filters.
Connection | |
Filter by field | Set a condition for a filter that you can use to get only needed sequences. |
Sort by field | Define the field and the order in which the module will sort data. |
Limit | Enter the maximum number of sequences Celonis platform returns during one Action Flow execution cycle. |
Gets all steps of a sequence specified by ID.
Connection | |
Sequence ID | The ID of the sequence you want to list steps for. |
Filter by field | Set a condition for a filter that you can use to get only needed sequences. |
Sort by field | Define the field and the order in which the module will sort data. |
Limit | Enter the maximum number of steps Celonis platform returns during one Action Flow execution cycle. |
Adds a prospect to a sequence.
Connection | |
Prospect ID | The ID of the prospect you want to add. |
Sequence ID | The ID of the sequence you want to add a prospect. |
Mailbox ID | The ID of the user's mailbox. |
Templates
You can create, update, and destroy templates with the following modules.
Creates a new template.
Connection | |
Name | The name of the template. |
Subject | The subject line for the email to be sent. |
Body HTML | The body HTML of the template. |
CC Recipients | A list of default person and email address pairs to receive this template in the CC field. |
BCC Recipients | A list of default person and email address pairs to receive this template in the BCC field. |
To Recipients | A list of default person and email address pairs to receive this template in the To field. |
Tags | Enter the tags applicable for the template separated by a comma. |
Share Type | Select or map the sharing type for the template. For example, |
Track Links | Select whether link tracking is on for the template. |
Track Opens | Select whether open tracking is on for the template. |
Archived | Select whether the template is archived. |
Updates the selected template.
Connection | |
Template ID | Select or map the Template ID whose details you want to update. |
Name | Enter a new name for the template. |
Subject | Enter the subject line for the email to be sent. |
Body HTML | Enter the body HTML of the template. |
CC Recipients | A list of default person and email address pairs to receive this template in the CC field. |
BCC Recipients | A list of default person and email address pairs to receive this template in the BCC field. |
To Recipients | A list of default person and email address pairs to receive this template in the To field. |
Tags | Enter the tags applicable for the template separated by a comma. |
Share Type | Select or map the sharing type for the template. For example, |
Track Links | Select whether link tracking is on for the template. |
Track Opens | Select whether open tracking is on for the template. |
Archived | Select whether the template is archived. |
Destroys the selected template.
Connection | |
Template ID | Select or map the Template ID you want to destroy. |
Users
You can list users with the following module.
LIsts users with filters
Connection | |
Filter by field | Set a condition for a filter that you can use to get only needed users. |
Sort by field | Define the field and the order in which the module will sort data. |
Limit | Enter the maximum number of users Celonis platform returns during one Action Flow execution cycle. |
Other
You call APIs with the following module.
Performs an arbitrary authorized API call.
Connection | |
URL | Enter a path relative to |
Method | Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry. |
Headers | Enter the desired request headers. You don't have to add authorization headers; we already did that for you. |
Query String | Enter the request query string. |
Body | Enter the body content for your API call. |