Outreach (Action Flow)

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

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.
Go to your Execution Management System Action Flow and select the Outreach module you want to use.
Under Connection, click Add.
Give your new connection a name.
Click Save.

You have successfully established the connection.

Accounts

Create an Account

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.

Update an 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.

Watch Calls

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.

Watch Emails

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.

Create a Prospect

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.

Update a Prospect

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.

List Prospects

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.

List Sequences

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.

List Steps in a Sequence

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.

Add a Prospect to a Sequence

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.

List Users

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.

Make an API Call

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

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

Watch Tasks

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.

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Celonis Product Documentation

Outreach (Action Flow)

Connecting Outreach to Execution Management System

Note

Accounts

Create an Account

Update an Account

Calls

Note

Watch Calls

Emails

Note

Watch Emails

Prospects

Create a Prospect

Update a Prospect

List Prospects

Sequences

List Sequences

List Steps in a Sequence

Add a Prospect to a Sequence

Users

List Users

Other

Make an API Call

Note

Example of use - List tasks

Watch Tasks

Search results