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
Creates a new account.
Connection | |
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 | |
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. |
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 | |
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 | |
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 | |
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. |
Lists all prospects.
Connection | |
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 | |
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 | |
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 | |
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 | |
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 | |
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. |
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:

Triggers when a task is created, updated, destroyed, or completed.
Webhook Name | Enter a name for the webhook. |
Connection | |
Event | Sekect or map the event whose tasks you want to watch. |