Outseta
Triggers and actions for Outseta CRM and Billing
Triggers
(19)Account Added
Triggers when a new account is added in Outseta.
Account Updated
Triggers when an existing account is updated in Outseta.
Account Deleted
Triggers when an account is deleted in Outseta.
Account Stage Updated
Triggers when an account's stage changes in Outseta (e.g. Trialing → Subscribing).
Account Billing Invoice Created
Triggers when a new billing invoice is created for an account in Outseta.
Account Billing Invoice Deleted
Triggers when a billing invoice is deleted for an account in Outseta.
Account Paid Subscription Created
Triggers when a paid subscription is created for an account in Outseta.
Account Subscription Started
Triggers when a subscription starts for an account in Outseta.
Account Subscription Add Ons Changed
Triggers when add-ons are changed on an account's subscription in Outseta.
Account Subscription Cancellation Requested
Triggers when a subscription cancellation is requested for an account in Outseta.
Account Subscription Plan Updated
Triggers when an account's subscription plan is changed in Outseta.
Account Subscription Payment Collected
Triggers when a subscription payment is successfully collected for an account in Outseta.
Account Subscription Payment Declined
Triggers when a subscription payment is declined for an account in Outseta.
Account Subscription Renewal Extended
Triggers when a subscription renewal is extended for an account in Outseta.
Person Added
Triggers when a new person is added in Outseta.
Person Updated
Triggers when an existing person is updated in Outseta.
Person Deleted
Triggers when a person is deleted in Outseta.
Deal Created
Triggers when a new deal is created in Outseta.
Deal Updated
Triggers when a deal is updated in Outseta.
Actions
(18)Find or Add Account
Search for an account by name. If not found, create a new one.
Find or Add Person
Search for a person by email. If not found, create a new one.
Get Account
Retrieve an Outseta account by selecting it from the dropdown.
Get Person
Retrieve an Outseta person by selecting them from the dropdown.
Get Deal
Retrieve a deal by selecting it from the dropdown.
Get Account Plan
Retrieve the current plan and subscription details for an account.
Update Account
Update an existing account in Outseta.
Update Person
Update an existing person in Outseta.
Update Deal
Update an existing deal.
Add Deal
Create a deal and optionally associate it with an account or a person.
Add Person to Account
Add an existing person to an existing account.
Add Custom Activity
Record a custom activity on an account, person, or deal. Activities show on the activity feed and can trigger drip campaigns.
Change Account Plan
Change an account's current subscription plan (upgrade, downgrade, or switch to free).
Cancel Subscription
Cancel the current subscription on an account. By default, the subscription expires at the end of the current term. You can also cancel immediately.
Track Add-on Usage
Track usage for a metered (usage-based) add-on on an account.
Subscribe to Email List
Add a person's email address to a mailing list.
Delete Deal
Delete a deal from the CRM.
Custom API Call
Make a custom API call to a specific endpoint
Example automation
Trigger
Event received
from Outseta
Action
Create Module Record
in Coherence
Ready to connect Outseta?
Start automating in minutes. No credit card required.