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Celonis Product Documentation

Outreach (Action Flow)

With Outreach modules in Execution Management System, 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.

Connecting Outreach to Execution Management System
  1. Log in to your Outreach account.

    Note

    If you log in to Outreach now, you won't need to log in at the end of the connection process.

  2. Go to your Execution Management System Action Flow and select the Outreach module you want to use.

  3. Under Connection, click Add.

  4. Give your new connection a name.

  5. Click Save.

You have successfully established the connection.

Accounts

Creates a new account.

Connection

Establish a connection to your Outreach account.

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, Public Company.

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,www.acme.com.

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, Manufacturing.

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, Eastern USA.

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, Acme.

Number of Employees

Enter the number of employees.

Tags

Add any tags.

Website URL

Enter the company’s website URL. For example, https://www.acme.com/contact.

Owner

Enter or select the owner of the account.

Updates an account specified by ID.

Connection

Establish a connection to your Outreach account.

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, Public Company.

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,www.acme.com.

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, Manufacturing.

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, Eastern USA.

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, Acme.

Number of Employees

Enter the number of employees.

Tags

Add any tags.

Website URL

Enter the company’s website URL. For example, https://www.acme.com/contact.

Owner

Enter or select the owner of the account.

Calls

You can watch calls with the following module.

Note

Execution Management System automatically creates a webhook in your Outreach account once you add an instant trigger to your Action Flow.

Triggers when a new call is created, updated or deleted.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Outreach account.

Event

Select or map the event whose calls you want to watch.

Emails

You can watch emails with the following module.

Note

Execution Management System automatically creates a webhook in Outreach once you add an instant trigger to your Action Flow.

Triggers when an email is created, updated, deleted, bounced, delivered, opened, or replied.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Outreach account.

Event

Select or map the event whose emails you want to watch.

Prospects

You can create, update, and list prospects with the following modules.

Creates a new prospect.

Connection

Establish a connection to your Outreach account.

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. Acme International).

Title

The title of the prospect.

Timezone

The prospect’s current timezone.

Tags

A list of tag values associated with the account (e.g. ["Interested", "2017 Expo"]).

Account

The prospect's associated account.

Owner

The owner of the prospect.

Added at

City

The prospect’s city (e.g. "Seattle").

Country

The prospect’s country (e.g. "USA").

State

The prospect’s state (e.g. "Washington").

Street

The prospect’s street address (e.g. "1441 N 34th St").

Street 2

The prospect’s second street address, if applicable.

ZIP

The prospect’s postal code (e.g. "98103").

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 opted_out timestamp will be updated to the time of the request. Set this value to false to revert the opt at and clear the opted-out timestamp.

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

Establish a connection to your Outreach account.

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. Acme International).

Title

The title of the prospect.

Timezone

The prospect’s current timezone.

Tags

A list of tag values associated with the account (e.g. ["Interested", "2017 Expo"]).

Account

The prospect's associated account.

Owner

The owner of the prospect.

Added at

City

The prospect’s city (e.g. "Seattle").

Country

The prospect’s country (e.g. "USA").

State

The prospect’s state (e.g. "Washington").

Street

The prospect’s street address (e.g. "1441 N 34th St").

Street 2

The prospect’s second street address, if applicable.

ZIP

The prospect’s postal code (e.g. "98103").

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 opted_out timestamp will be updated to the time of the request. Set this value to false to revert the opt at and clear the opted-out timestamp.

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.

Lists all prospects.

Connection

Establish a connection to your Outreach account.

Limit

Set the maximum number of prospects Execution Management System will return during one execution cycle.

Sequences

You can list sequences, and steps of sequences, and add prospects to sequences with the following modules.

Lists all sequences.

Connection

Establish a connection to your Outreach account.

Limit

Enter the maximum number of sequences Execution Management System returns during one Action Flow execution cycle.

Gets all steps of a sequence specified by ID.

Connection

Establish a connection to your Outreach account.

Sequence ID

The ID of the sequence you want to list steps for.

Limit

Enter the maximum number of steps Execution Management System returns during one Action Flow execution cycle.

Adds a prospect to a sequence.

Connection

Establish a connection to your Outreach account.

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.

Users

You can list users with the following module.

Lists all users.

Connection

Establish a connection to your Outreach account.

Limit

Enter the maximum number of users Execution Management System returns during one Action Flow execution cycle.

Other

You call APIs with the following module.

Performs an arbitrary authorized API call.

Note

For the list of available endpoints, refer to the Outreach API documentation.

Connection

Establish a connection to your Outreach account.

URL

Enter a path relative to https://api.outreach.io/api. For example, /v2/sequences.

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.

Example of use - List tasks

The following API call returns a list of all tasks in your Outreach account.

URL: /v2/tasks

Method: GET

outreach_1.png

Matches of the search can be found in the module's Output under Bundle > Body > data. Our example returned 3 tasks:

outreach_2.png

Triggers when a task is created, updated, destroyed, or completed.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Outreach account.

Event

Sekect or map the event whose tasks you want to watch.