Outreach (Action Flow)

Celonis Product Documentation

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 instant tag, 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.

Watch Resources

Triggers if any resource is created, updated, or deleted.

Connection	Establish a connection to your Outreach account.
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.

Watch Calls

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

Connection	Establish a connection to your Outreach account.
Webhook name	Insert the name of a webhook.
Event	Select the action for resources you want to watch.

Watch Emails

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

Connection	Establish a connection to your Outreach account.
Webhook name	Insert the name of a webhook.
Event	Select the action for resources you want to watch.

Watch Tasks

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

Connection	Establish a connection to your Outreach account.
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.

Search Accounts

Lists accounts with filters.

Connection	Establish a connection to your Outreach account.
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.

Get an Account

Retrieves a specific account by its ID.

Connection	Establish a connection to your Outreach account.
Account ID	Specify the ID of the account that you want to retrieve. Click Search to filter accounts.

Create an Account

Creates a new account.

Connection	Establish a connection to your Outreach account.
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, `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.

Opportunities

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

Search Opportunities

List opportunities with filters.

Connection	Establish a connection to your Outreach account.
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.

Get an Opportunity

Retrieves a specific opportunity by its ID.

Connection	Establish a connection to your Outreach account.
Opportunity ID	Specify the ID of the opportunity that you want to retrieve. Click Search to filter opportunities.

Create an Opportunity

Creates a new opportunity.

Connection	Establish a connection to your Outreach account.
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.

Update an Opportunity

Updates the selected opportunity.

Connection	Establish a connection to your Outreach account.
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.

Search Prospects

Lists prospects with filters.

Connection	Establish a connection to your Outreach account.
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.

Get a Prospect

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.

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.

Sequences

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

Search Sequences

Lists sequences with filters.

Connection	Establish a connection to your Outreach account.
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.

Search Steps of 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.
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.

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.

Templates

You can create, update, and destroy templates with the following modules.

Create a Template

Creates a new template.

Connection	Establish a connection to your Outreach account.
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, `private`.
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.

Update a Template

Updates the selected template.

Connection	Establish a connection to your Outreach account.
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, `private`.
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.

Delete a Template

Destroys the selected template.

Connection	Establish a connection to your Outreach account.
Template ID	Select or map the Template ID you want to destroy.

Users

You can list users with the following module.

Search Users

LIsts users with filters

Connection	Establish a connection to your Outreach account.
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.

Make an API Call

Performs an arbitrary authorized API call.

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.

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Celonis Product Documentation

Outreach (Action Flow)

Connecting Outreach to Celonis platform

Build Outreach Action Flows

Triggers

Note

Watch Resources

Watch Calls

Watch Emails

Watch Tasks

Accounts

Search Accounts

Get an Account

Create an Account

Update an Account

Opportunities

Search Opportunities

Get an Opportunity

Create an Opportunity

Update an Opportunity

Prospects

Search Prospects

Get a Prospect

Create a Prospect

Update a Prospect

Sequences

Search Sequences

Search Steps of a Sequence

Add a Prospect to a Sequence

Templates

Create a Template

Update a Template

Delete a Template

Users

Search Users

Other

Make an API Call

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