Integrate Outreach with Neaktor

Send information between Outreach and Neaktor automatically, without writing any code, using Zoho Flow.

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Set up tasks in Neaktor when new tasks are initiated in Outreach

Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Neaktor whenever a new task is initiated in Outreach.

How it works
  1. The flow triggers when a task is created or deleted in Outreach.
  2. Zoho Flow creates a new task using the specified task model in Neaktor.
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Set up tasks in Neaktor when new tasks are initiated in Outreach

Outreach + Neaktor

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Supported triggers and actions

Integrate Outreach and Neaktor using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Sequence created or deleted

Triggers when a sequence is created or deleted

Sequence state created or deleted

Triggers when a sequence state is created or deleted

Sequence state updated

Triggers when the state of an existing sequence is updated

Task updated

Triggers when any detail of an existing task is updated

Prospect updated

Triggers when any detail of an existing prospect is updated

Account updated

Triggers when any detail of an existing account is updated

Opportunity updated

Triggers when any detail of an existing opportunity is updated

Mail updated

Triggers when any detail of an existing mail is updated

Mailing event

Triggers when a mail is created, delivered, bounced, opened, replied, or deleted

Task created or deleted

Triggers when a task is created or deleted

Account created or deleted

Triggers when an account is created or deleted

Sequence updated

Triggers when any detail of an existing sequence is updated

Opportunity created or deleted

Triggers when an opportunity is created or deleted

Prospect created or deleted

Triggers when a prospect is created or deleted

Call created or deleted

Triggers when a call is created or deleted

Call updated

Triggers when any detail of an existing call is updated

Task deleted

Triggers when a task is deleted

Task created

Triggers when a new task is created

Task status updated

Triggers when the details of an existing task is updated

Assignee changed

Triggers when the assignee is changed

Task comment added

Triggers when a new task comment is added

Task status completed

Triggers when a task status is marked complete

All Actions - Actions are the automated tasks

Create task

Creates a new task

Add prospect to sequence

Adds a prospect to the specified sequence

Add prospect

Adds a new prospect

Log call

Logs a new call

Create opportunity

Creates a new opportunity

Create account

Creates a new account

Add recipient

Adds a new recipient

Update account

Updates the details of an existing account

Update prospect

Updates an existing prospect

Fetch call purpose - By name

Fetches the details of an existing call purpose by name

Fetch persona - By ID

Fetches the details of an existing persona by ID

Fetch opportunity - By ID

Fetches the details of an existing opportunity by ID

Fetch persona - By name

Fetches the details of an existing persona by name

Fetch opportunity stage - By name

Fetches the details of an existing opportunity stage by its name

Fetch opportunity - By name

Fetches the details of an existing opportunity by name

Fetch user - By email address

Fetches the details of an existing user by email address

Fetch prospect stage - By name

Fetches the details of an existing prospect stage by name

Fetch sequence

Fetches the details of a sequence by its name

Fetch mailbox

Fetches an existing mailbox by its email address

Fetch call - By ID

Fetches the details of an existing call by ID

Fetch opportunity stage - By ID

Fetches the details of an existing opportunity stage by its ID

Fetch task priority - By name

Fetches the details of an existing task priority by name

Fetch call purpose - By ID

Fetches the details of an existing call purpose by ID

Fetch call disposition - By ID

Fetches the details of an existing call disposition status by ID

Fetch task priority - By ID

Fetches the details of an existing task priority by ID

Fetch call disposition - By name

Fetches the details of an existing call disposition status by name

Fetch prospect - By name or email

Fetches the details of an existing prospect by first name, last name, or email

Fetch account - By name

Fetches the details of an existing account by name

Fetch mailing

Fetches the details of an existing mailing by ID

Fetch account - By ID

Fetches the details of an existing account by ID

Fetch prospect stage - By ID

Fetches the details of an existing prospect stage by its ID

Fetch prospect - By ID

Fetches the details of an existing prospect by ID

Fetch user - By ID

Fetches the details of an existing user by ID

Add project managers

Adds project managers to the specified project

Create task

Creates a new task using the specified task model

Create reminder

Creates a new reminder

Create event

Creates a new event

Create project

Creates a new project using the specified module

Update project

Updates the details of an existing project

Update event

Updates the details of an event

Update task

Updates the details of an existing task using ID or IDx

Fetch event or reminder

Fetches the details of an existing event or a reminder using ID

Fetch user

Fetches the details of an existing user using email address

Fetch task

Fetches the details of an existing project using ID or IDx

Fetch project

Fetches the details of an existing project using ID or key

What is Outreach?

Outreach is a sales engagement platform that lets you reach out to prospects through call, email, text, or social networks. It lets you build process workflows, manage tasks, and monitor performance metrics.

What is Neaktor?

Neaktor is a low-code business process and project management application that lets users manage tasks, requests, customers, orders, and more.

Project Management

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

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CEO, Fabricroot

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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